Services for tuning and implementation of CRM OneBox

Below is a table of functional obligations of different services for configuring and implementing OneBox CRM. In comparison there are 3 services:
  • service junior Account (junior specialist in the implementation of OneBox)
  • service senior Account (senior specialist for the implementation of OneBox)
  • service Integrator. Implementing CRM on a turnkey basis for an enterprise of any size

Each service has its advantages. To choose the best service for your business, please see the comparison table below:


Name of the service
junior Account
senior Account
integrator
Experience in implementing CRM in an enterprise from 6 months
junior Account
от 2х лет и опыт внедрения более 50ти лицензий пользователей
senior Account
от 5ти лет и опыт внедрения более 300 лицензий пользователей
integrator
Применение готовых решений "Best solution" для достижения конечной цели внедрения
junior Account
senior Account
или разработка уникальных решений, в зависимости от выбора заказчика
integrator
Setting up basic functions:
- creating users
- setting access rights
- downloading the database of contacts
- loading the database of products
junior Account
senior Account
integrator
Consultation on the use of available functions of the CRM system (answers to questions, general training in the use of CRM)
junior Account
with the adaptation to the requirements of the project
senior Account
with the adaptation to the requirements of the project
integrator
Consultation on the application of CRM, answers to open questions (multivariance in the implementation of the client's task of tuning CRM)
junior Account
senior Account
with a detailed analysis of the client's tasks
integrator
Forming a single document on setting up CRM (based on all the wishes of the client)
junior Account
senior Account
integrator
Accounting for the state of implementation of CRM on the basis of the fixed amount of work
junior Account
senior Account
in the form of the project task structure directly in the OneBox client
integrator
A single employee who communicates with the client in the process of implementing CRM
junior Account
senior Account
возможно привлечении сразу нескольких специалистов
integrator
Training the client to use the actual settings
junior Account
senior Account
it is possible to attract several specialists at once
integrator
Audit of business processes of the enterprise before the formation of the tasks of the project
junior Account
senior Account
аудит происходит на предприятии клиента в "боевом режиме" работы предприятия
integrator
Forming proposals for improving / optimizing processes
junior Account
senior Account
integrator
Formalization of business processes in the form of a block diagram
junior Account
senior Account
integrator
Возможность разработки новых модулей продукта, без привлечения дополнительных консультаций от отдела разработчиков
junior Account
senior Account
integrator
Audit of IT infrastructure of the enterprise in the process of implementation
junior Account
senior Account
integrator
Management of the timing of the project and the impact on the project participants on the part of the customer ("kicking" employees)
junior Account
senior Account
integrator
Formation of working groups on the client's territory to develop the most effective solutions
junior Account
senior Account
integrator
Term of the service 2 months or until the agreed workload is fully met at project start-up
junior Account
3 months or until the agreed workload is fully met at project start-up
senior Account
before full implementation of the project
integrator
Service cost 550$/2 месяца
junior Account
1287$/3 months
senior Account
is calculated on the basis of the scope of work.
Evaluation of the cost of work is done for free
integrator

Each customer can choose for themselves an acceptable way of customization and implementation. The key difference between services is the cost and scope of work on the part of the client.
CRM can be implemented equally effectively by the junior specialist and Integrator.
But if the hour of your work costs more than the Integrator's hour of operation, implementation by shifting the responsibility for implementation to an external employee.

Decide how you want to implement the OneBox CRM system.

We offer three options.
  • 1 Independently, with the help of technical support and instructions
    When you purchase OneBox, you get access to our technical support.
    Technical support provides advice on the existing functionality of OneBox, takes tasks for refinement and eliminates bugs.
    80% of tickets are processed within 4 hours after treatment.
    Technical support answers only to specific direct questions "how it works" or "how to set it up".
    We do not provide a general question or help in systematization of your business process (for example, "tell us how best to maintain a financial account" or "how to get my employees to work in CRM").

    Order implementation of CRM
  • 2 With the help of our Account
    We provide the CRM OneBox implementation service.
    The peculiarity of our technology is that we teach the client how to independently manage all OneBox and prescribe processes.
    The service is chargeable, and, as a rule, on her turn.

    Order implementation of CRM
  • 3 With the help of a professional integrator company or business consultant
    You can hire any business consultant or integrator company to help systematize your business processes and transfer them to CRM.
    We can also provide a list of consultants for your industry.

    Order implementation of CRM

How CRM is implemented with the help of an integrator

The process of integrating CRM into any company is individual, but there are common features that can be distinguished:
  • Together with the integrator, the goal of implementation in measurable units is determined. For example, increasing the speed of order processing, reducing the number of missed calls in the sales department, etc.;
  • Together with the business consultant, the necessary departments of the enterprise are analyzed;
  • The plan of introduction and achievement of the necessary indicators is drawn up and coordinated;
  • Configurable key business processes in the CRM-system;
  • All employees of the company are given access to CRM and if necessary, installs a mobile application;
  • The company management in the orderly basis forces its employees to work on a new business process already in the CRM-system, and not verbally or on paper. Unfortunately, without this item employees will not work in CRM
  • The analysis of the first results of work of employees;
  • A plan is prepared for the next stage of implementation or correction of existing business processes.
Automate your business
Segmentation, newsletters, telephony, clients, business processes, projects and tasks
CRM-specialist free consultation — +380 (44) 390-09-85
Ready CRM in 2 minutes
.crm-onebox.com
By clicking on the button, you automatically accept license agreement.
No, I'm too lazy...