Successful projects starts with clear and detailed requirements. Po3 will work with your decision makers and power users to detail & document the requirements for your project. During this process we are constantly searching for the return on investment that your organization can realize from the project.

We typically discuss what management, sales and activity reports you are going to need from the system as well as how to best structure the deployment to meet your users’ needs. Do you need web access? Contacts & calendar on your smart phones? What security do you need in the database to protect one of your most critical assets and your organization’s intellectual property?

Execution – where the proverbial rubber meets the road. Po3 will manage the implementation process completely, or we can simply serve as an expert resource for your own team. However we structure the project, we bring to the table our experience of the hundreds of ACT! & CRM Implementation projects we have successfully completed.

Training is the best way to insure that you capture your return on your software investment. Po3 can provide customized training to your users at your site, or remotely via interactive GoToMeeting sessions. We also provide effective 1:1 coaching sessions as well as on-going end user follow up sessions.

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