CRM complexity has grown over the years.
It’s not easy keeping up with training, certifications, best practices, new features, strategic alignment, or the myriad of day-to-day tasks it requires to keep a CRM running optimally.
It’s simply no longer a one-person job to maintain all that. In fact, it requires a team-based approach to truly be successful with CRM, with each person having different skill sets and capabilities that will blend together to get the job done right.
That’s where MasterPlan, our CRM success program, comes in.
What is MasterPlan?
MasterPlan: A CRM Success Program
MasterPlan is a subscription that bundles all of our CRM capabilities into one simple, affordable package.
Unlimited CRM Administration
We serve as your CRM administrator. If it can be done in-UI and without coding, we’ll do it for you. This includes managing your users, roles and permissions, creating reports, dashboards, custom fields, custom objects, workflows and automations, importing CSV data, and more.
A Customized CRM Roadmap
By working with your dedicated CRM consultant, you will receive a customized CRM roadmap and curated success plan to enable long-term and short-term success. Your roadmap will be based on your organization’s specific goals. This plan consists of important elements like upcoming configuration and training needs, developing KPIs and dashboards to match, or simply outlining best practices for your organization’s CRM use cases.
Unlimited Virtual CRM Training & Guidance
User adoption is key to CRM success. We provide clients with unlimited training. We can run learning sessions for your new users, your admins, your leadership or specialized teams, and we even perform refresher training to make sure your team adopts and uses your CRM effectively.
Unlimited CRM Support
A Dedicated CRM Consultant
You will work with one of our dedicated CRM consultants. Your consultant will meet with you on a regular basis, specific to your needs and schedule, to discuss and plan your CRM needs, strategy, issues, and upcoming projects.
A Team of CRM Experts
Gain access to an extended team of CRM experts to help tackle your needs. Your team will include strategy consultants, business analysts, CRM administrators, CRM support specialists, software developers, and solution architects.
CRM Maintenance & Upgrades
MasterSolve Software Maintenance
Limited 3rd-Party Software Support
We know you have a lot on your plate, let us take the hassle out of your CRM administration.
The Benefits of MasterPlan
- Improving user adoption & productivity
- Increasing ROI while also reducing expenses
- Improving customer relations & communications
- Improving workflow efficiency
- Enhancing customer data analysis
- Enhancing business agility & decision making
- Optimizing marketing strategies
- Finding & hiring expert-level talent & resources
- Alignment with business processes & KPIs
- Project implementation failures & issues
- Keeping up with training & certifications
- Security vulnerabilities
- Lack of access to skilled experts
- Undefined project specifications
- Regulatory and government compliance risks
- Inability to scale quickly
- Unforeseen circumstances
- Not knowing what you don’t know (blind spots)
How much does MasterPlan cost?
Get Your Free MasterPlan Quote Today!
MasterPlan is designed to help you reduce CRM-related costs and improve CRM ROI. That’s why our pricing is simple and transparent.
In order to reap the benefits outlined above, you would need to hire an entire internal team of CRM experts:
Average Salary (from glassdoor.com)
Average Salary (from glassdoor.com)
With MasterPlan, you gain access to this extended team of resources to assist with your specific CRM needs and roadmap, all for a fixed monthly fee instead of having to hire directly.
See the cost savings for yourself! Fill out the information below to get a commitment-free estimate for your organization.
Here’s What Clients Have to Say
Marketing/Business Development, ATCOM
VP Sales & Marketing, Elliott Matsuura Inc.
CRM Administrator, Rhino Fleet Tracking