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03 July 2013

News - Really Simple Systems launch on-boarding service for CRM


By SalesProEd @ 14:16 :: 670 Views :: 0 Comments :: Article Rating
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Really Simple Systems one of the world’s largest providers of hosted CRM systems, today announces its new On-Boarding service. The On-Boarding service allows Really Simple Systems’ customers to send them their existing CRM data and let Really Simple Systems load and dedupe the data and set up the CRM system for them.

With 7 years experience of helping customers set up their CRM, Really Simple Systems has identified these three steps as key to successful implementation and adoption:

  • Loading initial customer data
  • Setting up the appropriate additional fields
  • Getting buy in from the front line users
The On-Boarding service aims to help businesses avoid these obstacles, freeing up users’ time to start working with the system and focusing on sales leads from day one, by removing the onerous task of importing and cleansing data. This ensures immediate buy-in from the employees using the system, as from day one they have a system that helps them sell.

John Paterson, CEO, Really Simple Systems, comments, “Most new CRM customers know that they'll benefit from a CRM system - their problem is that they don't have the time to set it up properly. So by using our On-Boarding service they can cut out days of implementation and get straight to the benefits."


He continues, "All they have to do is to send in their data to us, we'll analyse it, set up their custom fields for them in the right places, load the lookup tables with the correct entries and finally load and de-dupe their data for them. At the end of the day they can log on and see their new CRM system fully ready to go."

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