Simplify Streamline Succeed Packs
Our Simplify Streamline Success Packs for Zoho and HubSpot are crafted to provide your business with a seamless and efficient rollout of your CRM system and automation apps. Whether you need to implement a new CRM, optimise sales processes, or integrate marketing automation, our expert team is here to support you every step of the way. Our comprehensive packages offer tailored solutions that align with your business needs, providing exceptional value and the flexibility to use unused hours within 12 months.
Benefits of Simplify Streamline Success Packs
Personalised Support
We tailor our services to your unique business requirements, ensuring every solution fits perfectly.
Expert Guidance
Our experienced consultants provide hands-on support, ensuring your operations run smoothly and efficiently.
Fast Start
We begin work the next business day, ensuring quick and effective action on your needs.
Transparent Billing
Detailed statements show how your hours are used, ensuring clarity and peace of mind.
Extended Validity
Any unused hours remain available for up to 12 months, giving you flexibility and assurance.
Packages
Basic CRM Implementation Packs
$3,600 + GST
What’s included:
- Initial consultation to understand business needs
- Basic CRM setup and configuration
- Data migration of up to 1,000 records
- One training session for key users
- Email support for 30 days post-implementation
- Setup of user roles and permissions
- Basic workflow automation setup
- Integration with email systems (e.g., Outlook, Gmail)
- Customisable CRM templates for key functions
- Fair Use Policy: Up to 30 hours of service (Effective rate: $120/hour), unused hours available for use for 12 months
Advanced CRM Implementation Pack
$7,200 + GST
What’s included:
- In-depth consultation and requirement analysis
- Full CRM setup with custom fields and workflows
- Data migration of up to 10,000 records
- Integration with third-party applications (e.g., email marketing, ERP systems)
- Two training sessions for users
- Phone and email support for 60 days post-implementation
- Advanced workflow automation setup
- Customisable CRM dashboards
- Integration with e-commerce platforms
- Setup of advanced user permissions and roles
- Fair Use Policy: Up to 60 hours of service (Effective rate: $120/hour), unused hours available for use for 12 months
Sales Process Optimization Pack
$6,600 + GST
What’s included:
- Consultation to map out current sales processes
- Customisation of CRM to fit optimised sales workflows
- Setup of lead scoring and automated follow-ups
- One training session on new sales processes
- Email support for 30 days post-implementation
- Custom sales pipeline setup
- Sales forecasting tools integration
- Customisable sales templates and playbooks
- Setup of sales analytics and reporting
- Fair Use Policy: Up to 55 hours of service (Effective rate: $120/hour), unused hours available for use for 12 months
Marketing Automation Setup Pack
$9,600 + GST
What’s included:
- Consultation to identify marketing automation needs
- Setup and configuration of marketing automation features (e.g., email campaigns, lead nurturing)
- Integration with marketing platforms (e.g., Mailchimp, HubSpot)
- One training session on using integrated systems
- Email support for 30 days post-implementation
- Customisable marketing templates
- Setup of automated marketing workflows
- Social media integration and management
- Marketing performance tracking and analytics
- Fair Use Policy: Up to 80 hours of service (Effective rate: $120/hour), unused hours available for use for 12 months
Custom Dashboard & Reporting Pack
$5,400 + GST
What’s included:
- Consultation to determine key metrics and reporting needs
- Design and setup of custom dashboards in CRM
- Creation of automated reports delivered to stakeholders
- One training session on using and customising dashboards
- Email support for 30 days post-implementation
- Integration with business intelligence tools
- Real-time data analytics setup
- Custom report creation and scheduling
- Fair Use Policy: Up to 45 hours of service (Effective rate: $120/hour), unused hours available for use for 12 months
Data Cleanup & Enrichment Pack
$3,600 + GST
What’s included:
- Analysis of current CRM data quality
- Cleanup of duplicate, incomplete, and outdated records
- Enrichment of data with additional information (e.g., social profiles, firmographics)
- One training session on maintaining data quality
- Email support for 30 days post-implementation
- Implementation of data validation rules
- Regular data health checks and reports
- Integration with data enrichment services
- Fair Use Policy: Up to 30 hours of service (Effective rate: $120/hour), unused hours available for use for 12 months
CRM Integration Pack
$7,200 + GST
What’s included:
- Consultation to identify integration needs
- Setup and configuration of integrations with other systems (e.g., ERP, customer support)
- Testing and validation of data flow between systems
- One training session on using integrated systems
- Email support for 30 days post-implementation
- API setup and management
- Integration with financial systems (e.g., Xero, QuickBooks)
- Custom integration solutions
- Fair Use Policy: Up to 60 hours of service (Effective rate: $120/hour), unused hours available for use for 12 months
Security & Compliance Setup Pack
$5,400 + GST
What’s included:
- Security assessment of current CRM setup
- Implementation of security measures (e.g., user roles, data encryption)
- Setup of compliance-related features (e.g., GDPR, HIPAA)
- One training session on security best practices
- Email support for 30 days post-implementation
- Regular security audits and reports
- Setup of data access controls
- Integration with compliance management systems
- Fair Use Policy: Up to 45 hours of service (Effective rate: $120/hour), unused hours available for use for 12 months
Comprehensive Training Pack
$4,200 + GST
What’s included:
- Initial training needs assessment
- Custom training modules tailored to different user roles
- Onsite or virtual training sessions
- Follow-up Q&A sessions to address any post-training questions
- Access to training materials and video tutorials
- Email support for 60 days post-training
- Ongoing training support for 6 months
- Customised user manuals and documentation
- Fair Use Policy: Up to 35 hours of service (Effective rate: $120/hour), unused hours available for use for 12 months