CRM Software Implementation, Configuration & Support

Reliable CRM Implementation from a Hero

One of the core strengths of Hero Technical Solutions that allows us to serve you better is that when you engage with us, you’re working with reliable, dependable experts.  You’re handing off the things that take up your time and frustrate you and putting them in the hands of our team.  We’ve been there before, and it’s our job to make sure that your software is set up properly and deal with any problems that come up, so you don’t have to.  Working together, you can depend on us to be there when you need us and you can concentrate on doing what you enjoy and are good at.

Interested in Zoho CRM?  Here’s how Hero can help:

  • User setup and configuration using best practices for sharing and securing data
  • Customization of fields, layouts, and view settings ensuring an optimum experience
  • Integration with other software and services, including Google Apps and other Zoho Services
  • Workflow needs assessment, setup, and custom scripting
  • Standard or Custom Training online or on site

Working with Act! Software?  We can help with…

  • Guidance on the best deployment model, including shared databases, web and mobile access, and hosting options
  • Installation and configuration services so your software is set up right the first time
  • Technical support for quickly resolving issues and liaising with Act! technical resources
  • Basic, Admin, and “IT Essentials” training
  • Custom develop to make Act! do just about anything

And if Microsoft CRM is your CRM of choice, use us to:

  • Configure user permissions and access rights
  • Customize the CRM modules, views, dashboards, and reports
  • Custom development / integration

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