Custom Buildout | Training | Implementation | Integrations
Remote and On-site Trainings available.
Our JobNimbus CRM Experts will assess the quality and health of your current CRM setup including connections, automations, fields and reports. We’ll validate this against your current workflow to identify any gaps or additional steps in the process. Last, we’ll provide a comprehensive review and report on what changes we recommend and how they will benefit your business.
- Conduct (1) Data Gathering Session to identify goals, challenges and opportunities to improve
- Conduct (1) Process Review Workshop to build a visual map documenting the current processes
- Conduct (1) CRM Assessment Results Session to deliver a comprehensive report of findings and recommendations for enhancing your JobNimbus CRM system
With a newly defined CRM strategy, it’s time to put it in action. Our JobNimbus CRM experts will:
- Conduct (1) JobNimbus Execution Planning Session to setup the required fields, customizations and automations needed to support the change
- Conduct (1) JobNimbus Process Update Session to establish the new business processes needed to support the CRM updates
- Conduct (1) JobNimbus Training Workshop to educate your teams on who, what and how the new process works and why it brings value it brings to the company.
Our JobNimbus CRM Advisors are experts who can assist you with implementing advanced tools and techniques for superior usage of your JobNimbus system. We guide the leadership team on implementing new ways to elevate your brand and enrich your customers’ experience. We also help to establish trend analysis and advanced reporting techniques which empower you with new data on running your business effectively.
- (1) Dedicated JobNimbus CRM Advisor will provide expert experience to your team streamlining the execution process and helping you maximize the power of JobNimbus for your company.. We will align you with the right people and assemble the right tools and techniques to maximize technology ROI, drive business growth, elevate customer experiences and mobilize talent to the next level.