Technical Support & Contract System Administration

Mistakes happen – human errors and technical glitches can never be entirely avoided, but fast corrective action will minimize downtime and aggravation.  First Plan provides knowledgeable, high quality tech support for our clients on a flexible contract basis.  Since, in most cases, we will have implemented the CRM system in question, we will know the system and can fix most problems fast.

If your in-house IT resources are already back-logged with high priority projects, let us relieve the burden by handling routine CRM system administration and maintenance.  We are experts in these systems and have the know-how to keep your CRM system running smoothly without adding work to your IT staff.  Administrative tasks we can perform for you include:

  • Adding and deleting system users
  • Realigning sales territories
  • Importing, updating and exporting data
  • Performing data backups
  • Customizing and running reports

Please Contact Us to discuss your system administration needs.


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