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Our Services & CRM Solutions

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  • Process mapping
  • Strategic planning
  • Preparation of detailed specifications
  • Configuration
  • Integration with other systems
  • Preparation of User manuals
  • Training
  • After implemention support

About our Services

Broadly speaking, our services are around supporting clients in the implementation and use of the two CRMs we support: Zoho and Maximizer

Apart from vanilla CRM implementation, we specialise in linking and integrating with other systems like accounting, sales, and other databases. This may require some programming of Zoho or Maximizer, but often just requires configuration in the appropriate way.

Here are the specific things we do:

  • Installation (Maximizer, only)
  • Server configuration (Maximizer, only)
  • Process mapping
  • Preparation of detailed requirements specifications
  • Configuration, including workflow and automation
  • Integration with other systems
  • Preparation of user manuals, customised for your business
  • Training
  • After implementation support
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Process Mapping

For larger businesses, internal processes often need to be identified (mapped) before they can be implemented in a CRM. Essentially, we prepare one or more flow charts to identify the activities that are being automated.

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Detailed Specs

Often, it's hard to know exactly what you want, without intimately knowing how CRM's work and what is possilbe.
Here at I Want That CRM we spend time with you working out how we can get your business humming and really efficient.

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Configuration

Much of the time, your business processes can be automated by setting up Custom Fields and automated Workflow. We can coach you on how to do it yourself, or do it for you .... it's entirely up to your wishes and budget.

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Integration

Everybody hates entering the same data in multiple places. We have extensive experience in integration with other systems, including SaaSu, Neto, MYOB and Xero, to name just a few. No more double (or more) entry. One entry, multiple systems. It really can be that easy!

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Training

For all customers, training is an important requirement. Often, you don't know what you don't know, and just being shown around can make a big difference.
For larger implementations, the preparation of User Manuals, specifically customised for your methods, custom fields and automation, is essential for a smooth transition to a new system.

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Support

Ever implemented a new system and found the after sales support inadequate?

Well, we aim to provide fantastic support.

Call us on 1300 369 268 if you need us.

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