B-CRM offers a range of professional services to make your CRM initiative successful, including:

Jumpstart Packages

Jumpstart packages are designed to help new customer’s springboard their productivity through professional assistance with initial set-up, configuration and knowledge transfer. B- CRM studies with hundreds of our customers suggest that you will see better results more rapidly by taking advantage of this service. You’ve made an important investment in the technology to enable your CRM needs. Now get the professional assistance to help ensure you hit the ground running. The package is split up into 3 sections: a discovery session, followed by a setup and configuration session and a review session to end the day. These sessions are delivered remotely. Times are approximate and may be modified as agreed between B-CRM and Customer. Our Remote Jumpstart session is not a substitute for proper CRM training. B-CRM also recommends Administrator and End User Training to complement your Jumpstart session.

Data Migration

Data migration packages provide a seamless and cost effective way to transition to B-CRM from other CRM providers.

By-the-Hour Guidance

This service is available if you need help with a particular design or technical issue, or if you’re in need of best practice assistance about a particular Sugar capability. (Minimum five hour commitment).