Email: team@missionfinancial.co.uk Role: Financial Planning Director Mobile: +4407909063942
Our Ongoing Analysis and A-Z Route-Planning Services
At Informed Training, we carry out Ongoing Analysis and A-Z Route – Planning Services to ensure as your business grows/changes, your system evolves also to match any changes required. To find out moreContact Us
Bespoke Customisation
We will customise the system to match your agreed Business Process requirements. These are unique to your company and so we will ensure that all the fields relate to your required Business Process protocols. We ensure that your chosen system fits around your company requirements, not making your requirements fit the system.
Customisation of your existing or new CRM to match your Business Process and ensuring return of your licence investment in your business software.
Implementation of CRM andTesting
Software integration and API’s
Data Migration Transfer – if required
Testing
Business Process Analysis and Improvement Services
Analysing in more depth, your current Business Processes and how you capture these from an existing technological perspective.
We then make recommendations of how to tweak, amend to improve and streamline your Business Process within your systems to save time, reduce duplication, and improve communication visibility with your Colleagues, Prospects, Clients and Suppliers – improving your relationships even further.
Complimentary Health Check
Whether you have an existing CRM, considering implementing a newCRM, or even if you are not sure what a CRM is Informed Training can help.
We carry out a remote desktop share screento analyse your existing system in relation to your current high-level Business Process. We will give hints and tips, ideas to increase automation, reduce duplication, and give you hints and often much more.
