Includes a full review of your current CRM objects with completeness / accuracy profiling
3 x 30 minutes stakeholder interviews
1 page report card of your data health & readiness for AI use & Report/Dashboard optimisation
A full review of your current CPQ or an assessment for creation of your new CPQ
3 x 30 minutes stakeholder interviews
1 page report card on your data readiness for CPQ development or evolvement
Ready to take your first steps into CRM & CPQ without the need for a full time resource
5 x 30 minutes stakeholder interviews
Accountability matrix and data capture plan
Configure Price & Quote development plan
Reporting & Dashboard development plan
Support for deployment and maintenance can be provided on a monthly basis - rates dependent on requirements.