The most painful part of deploying a new solution is getting started. With our Getting Started Checklist, we make it as simple as following a proven and tested ramp-up task list to get you up and running as soon as possible. There are even video tutorials to go with each step.

On every screen of your SalesOptima solution, you have quick access to screen-shot and video tutorials that answer virtually every question you would have about the system. Our staff is dedicated to getting you the help you need quickly, so even if there isn’t a tutorial readily available for your question, let us know and we’ll create one just for you!

Our support ticketing system allows you to connect with our support professionals from anywhere within the system. Simply click on the life raft icon on the corner of every screen and let us know how we can help you.

With SalesOptima, you don’t just get a tool to help your business prosper; you also get access to consultants that have development business models for hundreds of companies. We know what works as well as the common pitfalls that can be easily avoided. Whether you need help cleansing your database before getting into your SalesOptima system or help getting your sales process mapped out and quantified into the system, our business professionals have the experience you need to get you focused on what matters, satisfying your customers.

In addition to above four strategies, our techies have put together many helpful ways for your techies to get the most out of your new online CRM solution:

• Web Form Post API (Contacts)
• Web Form Company Settings API
• Web Form Lead Settings API
• Email Template Placeholder List
• Lead Email Templates Placeholders
• Company Email Templates Placeholders
• Appointment Reminder Email Templates Placeholders