From system sourcing through to roll-out, our team will help you get set up with your next cloud-based system. We specialize in CRM, marketing tools, reporting tools, database configuration, eCommerce, email and customer support platforms.

System setup and configuration options include:

  • Subscription management

  • Workflow setup

  • Setup of users and profiles

  • Setup of permission sets and validation rules

  • Template creation

  • Documentation

  • Rules of Engagement

  • On-boarding material creation

  • Integration configuration (Zapier, DataDDO, API)

  • Reports and dashboards creation, Integration, and  setup

  • Domain linking

  • Email and calendar integration

 
Terradare System Setup and Configuration