Needs Analysis & Software Selection
Custom Data Capture Screen Set-Up
Critical Data Identification & Import
Product Catalogue Set Up
Quotation Management
Definition of  Opportunity Metrics
Security Controls & Custom Views
Reports, Dashboards & Analytics
Data De-dupe, Clean-Up & Audit

Set Up of Buyer Profiles & Personas
Run Email Campaigns
Sequence Creation & Optimisation
Website Creation & Integration
Marketing Qualified Leads
Definition of Lead Stages
Content Creation
Social Strategy
Analytics & Reporting

Incident Types & Priorities
Omni-channel Case Logging
Team Roles & Assignment Rules
Escalation Procedures
Workflows & Quick Actions
Integration with Sales
Intuitive Knowledge Base
Online Support Collaboration
Real-time Dashboards & Alerts