Vtiger
Startup Packages

Some companies can implement CRM packages on their own, but there are also many obstacles to success.

If you’re facing these implementation obstacles, there are three options for getting help from Boru.

 
  • 60 minutes of discovery and quick setup of fields and modules, deactivating fields and modules as appropriate. 
  • Setup the first user with appropriate settings.
  • Setup the appropriate company fields and apply a company logo.
  • Setup outgoing email.
  • 2 hours of system admin training and 2 hours of user training.

 

 

Boru will manage many aspects of the Vtiger Cloud setup and transition for you.

  • 3 hours of discovery with a high-level consultant, determining the best way to support the client flow in Vtiger Cloud
  • Configure fields, screens, and modules to support that flow.
  • Setup all users (up to 10) with appropriate settings.
  • Setup the appropriate company fields and apply a company logo.
  • Setup outgoing email.
  • 4 hours of system admin training and 4 hours of user training.

Boru will manage the setup/transition for you, allowing you to focus on your business.

  • 4 hours of discovery with a high-level consultant, determining the best way to support client flow in Vtiger Cloud.
  • Make a flowchart of the ideal company process flows in the system.
  • Configure fields, screens, and modules to support that flow.
  • Setup all users (up to 20) with appropriate settings.
  • Setup the appropriate company fields and apply a company logo. 
  • Perform a detailed walkthrough of the process flow in Vtiger with the system admin and key managers. 
  • Setup outgoing email. 
  • 6 hours of system admin training and 10 hours of user training.

Get in touch.