Project details
Our product team works with implementation partners on new client accounts. Map accounts, contacts, deal stages and owners to the new CRM. Run a trial import and reconcile totals before the final migration. One team member will collect feedback. Please allow for a review of the first version before final delivery.
What to include in your proposal
Outline the first deliverable, the inputs you need and how the client can check the result. Separate the work included in the budget from optional additions.