Three items: fit the system to how you work and get the licensing right, both for the portal and for the website.
Sales stages that match your process, tasks and projects, a department tree with access control, connected telephony and mailboxes, automation of routine steps. We migrate the customer records and run training for the staff.
We choose the plan by headcount and the features you need, keep an eye on the expiry date and move you between the hosted service and an on-premise installation.
The edition is chosen from what the site has to do: a simple one for a few pages, a higher one for selling from a catalogue. We make sure nothing you will never use ends up on the invoice.
The decision is made at the start. Moving later is possible but costs time and money, so it is wiser to decide straight away.
Option 1
Hosted
Everything runs on the vendor's infrastructure: you pay a subscription and worry about nothing.
Option 2
On-premise
The installation runs on your own hardware: more capability, but more to look after.
Result
What to choose
You can move later, but it costs time and money, so it is better decided at the start.
What kills a rollout is not the software but the absence of agreed rules. Until the salesperson is told plainly that notes in a notebook no longer count, they will keep writing in the notebook. That is why the project always includes an agreement: at what point an enquiry becomes a deal, who creates the customer record and what moves it to the next stage.
We go live in parts rather than all at once: first the customer work, then tasks, then the rest. People need time to get used to it.
We trace the customer's path from first contact to payment and find where they drop out. The stages are built from how things actually are, not from a textbook diagram.
Stages, the field set, access control, connecting mail, telephony and website enquiries. Requests no longer settle in managers' personal inboxes.
We import the customer records and run training by role: a manager and a salesperson need different things.
The key stage: we adjust the settings from the staff's feedback before the new habits have set.
This is the most common complaint. The root cause is almost always the same: the system was rolled out from a template without being fitted to how you work, and no rules were agreed. We start with a conversation: what irritates the salesperson, which fields are redundant, where the same thing is typed twice. After reworking the settings and training the staff the portal comes alive without further investment.
Yes, data flows both ways: invoices and payments show up on the customer record, and new counterparties reach the accounting system. The effort depends on the platform version and how heavily the configuration has been customised.
Pricing follows the number of staff with access rather than the number of departments. It often turns out that half the workforce only needs to see tasks, and the final figure comes out lower than expected.
The information stays where it is, but new versions and vendor support become unavailable and some features switch off. We warn you well before the date so it does not fall in your busiest season.
Опишите, каким образом сегодня ведётся работа с покупателями и что при этом ускользает. Предложим схему настройки и рассчитаем стоимость лицензий по партнёрским условиям.
Request received
It is already with a manager. You will get an answer within the working day, and urgent requests go to the duty engineer immediately.
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