A GREAT Implementation PLAN is ESSENTIAL to
CRM SUCCESS
Small Business
1 – 2 users only
Customize Fields & Layouts
Load Contacts from CSV/Excel – 1 file
Saved Searches, Reports & Dashboards
Training – 1 session
Basic Team Setup
Customize Fields & Layouts
• Custom screens for up to 3 roles
Load Contacts from CSV/Excel – up to 5 files Includes duplicate removal/merging
• Saved Searches, Reports & Dashboards
Configure Permissions
Lead Capture & Email Capture setup
Training
1. End User Session
2. Management/Marketing Session
CRM Migration
Migrate Existing Data from Previous CRM
• Contacts
• Companies/Accounts
• Notes/History
• Sales Opportunities
Additional Charges for more than 1 CRM backup
Email Campaign Setup
Campaign Strategy Consultation
Write and Design 1 Email Template
Create Campaign
Marketing User Training
Additional Charges for additional emails
Integration
Zap Setup – $250
1 hour web session to configure 1 Zap with client driving.
Automated FTP Import Setup – $1,495
Creation of FTP folder
Mapping of excel file to SN fields
Configuration of automation
API Integration – $75/month
SN activates existing API for client use
SN dev staff supports client dev staff
- Answer questions
- Assist with troubleshooting
- No actual development included
API Integration (SN Triggered) – $1,495 plus $125/month
Integration Consultation
SN activates existing API for client use
SN creates 1 trigger/web hook to write to external system under conditions defined by client
SN dev staff supports client dev staff
- Answer questions
- Assist with troubleshooting
Additional charges for additional triggers/web hooks
Affordable CRM setup and support
SalesNexus services are typically ⅓ the cost of independent CRM consultants.
That’s because we provide implementation and support services in order to ensure you’re successful with SalesNexus and are a client for a long time.
The average customer lifetime for CRMs is only 28 months because they’re typically so poorly implemented. We make sure you get it right. SalesNexus customers stay with us an average of 5 years.
See an in-depth cost comparison of SalesNexus vs. other CRMs, including implementation costs here.