Installation & Configuration – Prior to installation, your dedicated project manager will work with you to understand your business processes, and define your requirements, timeline, and goals.  This personalized project plan ensures a fast, painless implementation, while delivering a solution that meets your objectives and generates the most value.  In addition to overseeing the installation and data import, your project manager will help fine-tune the application, renaming fields to match your terminology and configuring screens and layouts to your workflow.

Data Migration – We have experience migrating clients from a variety of systems, including Outlook and Excel, custom databases, contact management systems, generic CRM applications, and other industry-specific products.  Our team will employ proven best practices and sophisticated tools to successfully cleanse, restructure, and convert your data.

User Training – Our training specialists will deliver hands-on training during the implementation process to get you up to speed on Dynamo™ quickly.  Conducted on-site or remotely, training sessions are tailored to specific user roles and technical experience to ensure optimal relevancy and comprehension.