
Embedded Support
Embedded Support provides dedicated support from one of our team to act as your System Administrator over a short- or long-term period – whatever you need.
Sometimes an organisation needs hands-on help to get a CRM embedded and maintained, additional support on a CRM project, someone to provide cover during staff changes, or just an extra pair of hands during a busy time.
Save time
When your data is recorded consistently in one place, it’s easy to find the information you need.
Increase impact
Spend more time delivering and developing services and less time on administration.
Stay secure
Your data is stored securely, with the ability to apply permission levels to users and teams and track any changes.
How it works
We’ll have a chat, discuss your requirements and agree upon the number of hours a week or month your organisation needs and how they will be scheduled. We’ll agree an initial term, but this can always be extended if necessary.
Communications
Our team member will then be on-hand to carry out all your System Administrator tasks including:
- Maintaining user accounts
- User training and coaching
- Providing support on system adoption, usage and future needs development
- Creating and maintaining reports and dashboards
- Reviewing data quality – preventing future problems
- Monitoring and maintaining the performance of your system
- Monitoring and maintaining system security and permissions
- Raise a case on Members Portal to discuss options with our team.
Book dedicated CRM support today
Raise a case on Members Portal to discuss options with our team.
What our clients say
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