Salesforce.Com
First Plan has partnered with the very best CRM technology leaders for over 18 years to help our clients gain competitive advantage. To our constellation of technology superstars, we proudly announce the addition of Salesforce.com.
Every organization has unique CRM needs and we know that one size CRM technology does not fit all. By working with all the best CRM publishers, we have maximum flexibility to tailor a CRM solution to meet your specific needs. Salesforce.com extends this power and flexibility.
Free SFDC User User Training!
Gaining competitive advantage means being smarter than the competition. For your customer facing people, this doesn’t mean simply knowing how to use Salesforce.com, but how to use it effectively for maximum business impact. The right actions, performed efficiently, get results.
For qualified companies: First Plan is offering Free On-Site Salesforce User Training! Don’t wait, this is a strictly limited time offer. Please contact us today to give your team the skills to get better results with less effort.
News From Dreamforce
We just returned from 2009 Dreamforce Conference in San Francisco and
want to share some selected YouTube highlights:
Move to the Cloud – Software Upgrade
If your organization would benefit from more flexible, powerful customer management capabilities, but your IT resources are over taxed, talk with us about moving to the cloud. SFDC provides highly customizable, user friendly CRM without adding work for your in-house IT resources. And since the initial system implementation requires no software purchase or installation, you can get up and running fast and roll out functionality in increments. First Plan can assist with data migration and user training to help you get maximum results as quickly as possible.
Data Migration
Your account managers and sales reps aren’t paid to data entry clerks (or shouldn’t be). By populating your SFDC system with useful information from your existing spreadsheets and legacy contact system, sales reps can get busy fast doing what they should – building relationships and making sales.
First Plan is a certified partner with all leading CRM software and we have the experience and skill to efficiently move your legacy data into Salesforce. Learn more about First Plan Data Migration Support here.
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