JumpStart

Info@Hand JumpStartNeed to get started fast with your info@hand project? The info@hand JumpStart Package by Intelestream is designed to get your project off the ground quickly. Whether your deployment is on-site or hosted by Intelestream, our professional services team will get your base instance installed, configure your initial user accounts, complete a basic data migration from the CRM or contact management system, provide basic field customizations, and deliver a one hour training for users. This baseline installation can then become the launching pad for future system refinements.

info@hand JumpStart Package Details

Base System Installation (On-Site or Hosted)

  • Confirmation of technical stack settings and versions
  • Initial Application Set-up and configuration
  • Performance tuning of php.ini, configuration.php
  • Application performance optimization configuration

Basic Data Migration

  • Client must provide migration data in a single standard export in CSV format
  • Package includes data imports into the following modules: Leads, Accounts, Contacts, Opportunities, Activities (Calls, Meetings, Tasks, Notes)

System Configuration

  • Enable / Disable modules based on primary use cases
  • Configure global system settings
  • Configure administrative email settings
  • Configure up to ten (10) user accounts and reporting hierarchy
  • Configure up to two (2) access roles
  • Configure up to ten (10) custom fields

User Training

  • Deliver single one (1) hour user training session

Pricing Summary: $2,000 USD

 

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