
Frequently Asked Questions
The CRM platform is property of the vendor, however you retain ownership of all your data. We work with all the major CRM vendors in the world.
We can get your new CRM instance up and running within 5 business days. Any delays in this timeline will be contingent upon how swiftly you provide us with the initial questionnaire and business process information and how quickly you review our work and provide feedback.
Yes, for new CRM deployments, you have the option to host your CRM on your own premises or with a hosting provider. However, we advise against hosting your own instance since maintaining hardware, backups, and keeping the CRM updated can be challenging. This is why we partner with the best to ensure your CRM instance runs smoothly. Self-hosting or using another CRM hosting provider may also be more expensive due to the complexities involved in installation and maintenance.
Yes, we have experience with a range of platforms from various vendors. We are happy to tailor our services to the product of your choice, provided we have technical competency with your chosen product. NOTE: Costs and service offerings may vary depending on the selected CRM platform.
Yes. You are free to hire any other CRM consultant to help with your CRM.
Yes, we should be able to assist with your existing CRM system. Please get in touch to discuss your requirements.