Application Support - Managed Evolution
We appreciate that any good CRM Solution changes and evolves with the business that it supports - as such our Support Proposal is aimed at developing ongoing access to the best customisation and development resource to accommodate ongoing change and gain the best benefit from your initial investment.
Alongside this bank of tickets and how-to articles, we maintain support for the common day to day aspects of User Management, Configuring Security and System Settings.
This allows us to schedule regular development to keep pace with business change for a number of areas, seen below.
New Fields and Screens
Using business rules, calculated fields and roll-up fields where suitable to best unleash functionality in CRM
Bespoke report development
Amending and creating new SSRS reports to suit business requirements. Scheduling reports to be automatically delivered by Email.
Wokflow modifications or additions
Fine-tune workflows or launch new processes to help connect your teams or customers.
Plugin development for custom Business logic
Tweak, change, or add business logic to better fit the business.
Portal changes
Allow regular, small change to your portal to keep this current.
Integration mappings
Allow regular integration mappings to be adjusted when required.