Expert Help to set up Your CRM
With any implementation of new business technology, success is defined by its adoption among users.
At Advoco, we work with you to ensure your Maximizer database is designed and deployed in line with your real requirements – ready to work for you from day one.
When it comes to any customisations you might need to achieve a successful implementation, we are recognised as a world-leader in this field.
Steps we Take
- Understand your goals, requirements and reasons for using Maximizer.
- Review any data you have that needs to be imported into Maximizer.
- Consider how users will enter data for both day-to-day use and reporting.
- List extra fields you will need for your data entry/reporting requirements.
- Establish the parts of the system that will need to be utilised straight away, and consider which elements you may use in the near future.
- Plan and agree content for any training you may require.
- Agree the reports you will need and who will create them.
- Document your database design, including an agreed specification for implementing Maximizer and a plan of action as to how we will achieve it.