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Achieve CRM Success in Weeks, Not Months

Salesboom's Fast Track program delivers complete CRM setup, data migration, and training at a fixed cost—so you can start seeing ROI immediately without implementation headaches.

Why CRM Implementation Fails for Small and Medium Businesses

Implementing a CRM system should transform your business operations, but for many SMBs, the reality is far different. The process becomes daunting, time-consuming, and expensive. Businesses struggle with unclear requirements, complex data migration, inadequate training, and vendors who disappear after the sale.

The Consequences Are Severe

  • Implementation projects drag on for months, delaying ROI and frustrating stakeholders
  • Data migration errors lead to lost customer information and duplicate records
  • Teams resist adoption due to insufficient training and unclear processes
  • Unexpected costs spiral beyond initial budgets
  • The CRM becomes shelfware—purchased but never properly utilized
  • Multiple vendors and contracts create coordination nightmares

Without expert guidance, many SMBs invest thousands in CRM software only to see it fail within the first year. The problem isn't the technology—it's the lack of structured implementation support designed specifically for smaller businesses with limited IT resources.

The Fast Track Advantage: Complete CRM Implementation in One Package

Salesboom's Fast Track program solves the implementation challenge with a comprehensive, fixed-cost professional services package. Drawing on 20+ years of CRM implementation experience, we've created a streamlined approach that gets SMBs up and running quickly while ensuring long-term success.

Our Bundled Package Includes

  • Expert consulting to understand your unique business requirements
  • Thorough requirements analysis to align CRM capabilities with your goals
  • Complete CRM setup and configuration tailored to your workflows
  • Seamless data migration from spreadsheets, legacy systems, or other CRMs
  • Structured rollout planning to ensure smooth organizational adoption
  • Comprehensive training for administrators and end-users
  • Post-implementation support to answer questions and refine processes

Fixed-Cost Protection

The fixed-cost model means no surprise bills, no scope creep, and no budget overruns. You know exactly what you're paying upfront, allowing you to plan and budget effectively.

More importantly, you're not managing multiple vendors or contracts—one team handles everything from start to finish.

Choose Your Fast Track Path: Setup or Streamline

Salesboom offers two Fast Track options designed for different business needs and stages of CRM maturity.

Fast Track Setup: For New CRM Users

Fast Track Setup is tailored for businesses implementing Cloud CRM software for the first time. Our experts guide you through the entire initial setup process, ensuring your most critical business processes are configured correctly from day one.

What's Included:
  • Initial software configuration aligned with your sales, marketing, and service processes
  • Priority identification workshop to focus on what matters most to your business
  • User role and permission structure setup for security and data access
  • Integration with existing tools like Outlook and QuickBooks
  • Data import from spreadsheets or legacy systems
  • Workflow automation for your primary business process
  • Administrator and end-user training sessions
  • Documentation of configurations for future reference

Get all users productive and using the system effectively within weeks, not months. By focusing on your most important business process first, you see immediate value while building a foundation for future expansion.

Fast Track Streamline: For Existing Salesboom Clients

Fast Track Streamline is designed for current Salesboom customers who know they're not leveraging the full power of their CRM investment. Many businesses start with basic functionality and never explore advanced capabilities that could deliver significant additional value.

What's Included:
  • Comprehensive review of your current CRM usage and configuration
  • Discovery session to identify underutilized features and capabilities
  • Implementation of one new key business process or workflow
  • Advanced feature training for your team
  • Dashboard and reporting enhancements
  • Integration of additional modules (Projects, HR, Commissions, etc.)
  • Optimization recommendations based on your business growth
  • Best practices guidance from our 20+ years of experience

Discover capabilities you didn't know existed, implement processes that drive efficiency, and receive even more benefits from your existing Salesboom investment. It's like getting a CRM upgrade without buying new software.

Measurable Business Benefits from Fast Track Implementation

The Fast Track program delivers concrete business outcomes that justify the investment many times over.

High User Adoption

Proper setup and comprehensive training mean your team actually uses the CRM instead of reverting to spreadsheets. When users understand the "why" and "how," adoption rates soar.

Dramatic Improvements

Unlike months-long implementation projects, Fast Track delivers visible results within weeks. You'll see streamlined processes, better customer data, and improved team collaboration almost immediately.

Documented Progress

Every configuration decision, workflow process, and customization is documented. This creates a roadmap for future enhancements and ensures institutional knowledge isn't lost.

Fixed-Cost Predictability

Know exactly what you're paying before you start. No hourly consulting fees that add up, no surprise charges, no scope creep. Budget confidently with transparent, fixed-cost pricing.

Single Vendor Partnership

One team handles software, implementation, training, and support. No finger-pointing between vendors, no coordination headaches, no contracts to manage.

Ongoing Support

The relationship doesn't end at go-live. Ongoing support ensures you continue to maximize value as your business grows and needs evolve.

Why 20+ Years of Experience Matters

Fast Track isn't a new experiment—it's the culmination of over two decades of CRM implementations, refined through thousands of successful deployments.

20+

Years

Of proven CRM implementation expertise

3,500+

Clients

Successfully implemented worldwide

159

Countries

With successful CRM deployments

4-6

Weeks

Average implementation timeline

You're not just buying implementation services—you're partnering with a team that's been perfecting CRM deployment for over two decades.

Perfect Solutions for Every Stage of CRM Maturity

Fast Track serves two distinct audiences, each with specific needs and challenges.

For New CRM Users

If you're implementing CRM for the first time, Fast Track Setup eliminates the intimidation and uncertainty. You're not alone trying to figure out best practices, data structure, workflow design, and user adoption strategies. Our experts guide you through every decision, explain the implications of choices, and ensure you start with a solid foundation.

Perfect For:
  • Growing businesses ready to graduate from spreadsheets
  • Companies with limited IT resources or no dedicated IT staff
  • Organizations that need results quickly without long implementation cycles
  • Businesses that want expert guidance without expensive hourly consulting
  • Teams that value proven methodologies over experimental approaches

For Existing Salesboom Clients

If you're already using Salesboom but feel you're not leveraging its full potential, Fast Track Streamline helps you discover and implement capabilities you're missing. Many businesses start with basic CRM functionality and never explore advanced features that could deliver significant additional value.

Perfect For:
  • Clients who started with basic functionality and are ready to expand
  • Organizations experiencing growth that requires more sophisticated processes
  • Businesses that want to automate additional workflows
  • Companies preparing for integration with new business systems
  • Teams that need to optimize existing processes for better efficiency

Your Path to CRM Success Starts with One Conversation

Starting your Fast Track journey is simple and risk-free. The process begins with a conversation about your business needs, challenges, and goals. There's no pressure, no sales pitch—just an honest discussion about whether Fast Track is the right solution for your situation.

1

Initial Consultation

Contact our Professional Services team at 1-855-229-2043 or visit www.salesboom.com. We'll discuss your business, current situation, and objectives to determine if Fast Track Setup or Streamline is the better fit.

2

Scope Definition and Pricing

Based on the consultation, we'll provide a clear scope of work and fixed-cost proposal. You'll know exactly what's included, what you'll receive, and what you'll pay—no surprises.

3

Project Kickoff

Once you're ready to proceed, we schedule the consulting session and workshop. This typically begins within 1-2 weeks of agreement.

4

Implementation Phase

Our team handles all configuration, customization, data migration, and testing. You'll have regular check-ins to review progress and provide feedback.

5

Training and Go-Live

Comprehensive training prepares your team for launch. We're with you during go-live to ensure a smooth transition and address any questions.

6

Ongoing Success

After implementation, you have access to ongoing support and guidance. As your business grows, we can help with additional enhancements through future Streamline engagements.

Timeline: The entire process typically completes within 4-6 weeks for Setup and 2-4 weeks for Streamline, depending on your specific requirements and data complexity.

Ready to Implement CRM the Right Way?

Stop struggling with complex CRM implementation. Get expert guidance, fixed-cost pricing, and results in weeks with Salesboom's Fast Track program. Contact our Professional Services team today.

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