START
We get to know what your needs are and plan the next steps.
A properly implemented CRM can increase the productivity of your sales team from the first days of use.
To maximize the effectiveness of your CRM, it has to fit to the specifics of your organisation. Find out what the Livespace onboarding is and how we can help you with this process.
STARTER
price: 449 PLN
time: up to 3h*
*hours dedicated to you by your onboarding attendant
SETUP
Contact database import
Customisation of CRM’s forms
TRAINING
Instructions and instructional video
Training type: on-line
STANDARD
price: 1099 PLN
time: up to 8h*
*hours dedicated to you by your onboarding attendant
SETUP
Contact database import
Customisation of CRM’s forms
Adding users and teams
User permissions setup
Help with e-mail accounts setup
PROCESS
Basic support in sales process transfer into CRM
TRAINING
Individual CRM-setup training
Instructions and instructional video
Training type: on-line
PROFESSIONAL
price: 1999 PLN
time: up to 16h*
*hours dedicated to you by your onboarding attendant
SETUP
Contact database import
Customisation of CRM’s forms
Adding users and teams
User permissions setup
Help with e-mail accounts setup
File templates preparation
PROCESS
Support in Targets and Results cards setup
Individual support in sales process transfer into CRM
Adaptation of existing application functions to a particular workflow
TRAINING
Individual CRM-setup training
Individual CRM-workflow training
Preparation of a dedicated instruction
Training type: on-line
What is the onboarding course?
(example)
Day 1
Week 1
SETUP
We will help setting up your account, so it’s ready for work.
Week 1
Week 2-3
SALES PROCESS TRANSFER
We will help you with the sales process setup to automate sales activities.
Week 4-6
TRAINING
We will teach you and your team how to use Livespace!
Week 4-6