CRM Services:

Salesforce.com is the worldwide leader in on-demand CRM services. Onboard is a certified partner of the best-selling on-demand CRM platform Salesforce.com which we recommend for your Customer and BP interaction activities. We know how important is to have a trustworthy user-friendly multi-functional CRM platform to support your sales, marketing, call centre and customer operations.

Quick Start:
Starting from a 30-day FREE TRIAL account we can do your initial setup, load trial data and activate the first wave of users in a matter of days.

Advanced Customisation:
For complex needs, you need experienced consultants to implement the desired processes and align processes to your Success Strategy. From advanced customization to full CRM rollout, we can meet your CRM requirements on time and on budget.

Continuous Support:
Before, during or after the implementation, we can give you timely SLA and quality service to ensure continuous support online or on-site in shared or dedicated mode.

Other Professional Services

Marketing Automation:
- Manage campaigns & capture response automatically
- Publish documents & share branding consistently within all team members
- Send mass mails, customise your message
- Seamless integration with your web site

Lead Management:
- Capture enquiries and leads from any source
- Fully customizable lead management process
- Automated response, distribution and conversion rules
- Instant reporting, measure response/conversion rates and campaign ROI

Salesforce Automation:
- Convert leads automatically into accounts, contacts and opportunities
- Create sales & account teams
- Instant reporting for performance tracking
- Automatic sales forecasting

ONBOARD CRM consultants will help you get ready for a successful implementation of your Customer Acquisition Program with a focus on quick delivery, process optimization and continuous support. After a Readiness Audit, you will receive professional recommendation for what improvements and support processes should be implemented to increase your company's customer acquisition efficiency.

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