Determine whether your business can benefit from the new 6.0 feature set. info@hand CRBM System 6.0 blends a best-of-breed Customer Relationship Management system with comprehensive order management, a Customer Portal and eStore, project management, customer service, light HR management, IP Telephony integration, plus an optional QuickBooks synchronization.

5x to 6.0 Assessment

Before we get started upgrading your instance. We recommend exercising some good IT fundamentals by spending a small amount of time to execute both a technical and process review of the current info@hand instance. There may be opportunities to easily resolve a host of issues as part of the upgrade process.

Customization Review

• Deep audit of code-level customizations
• Custom field usage test
• Configuration file review
• Application directory scan

Application Diagnostic

• System scan
• Review technology stack setup
• Database query test
• E-mail settings scan
• Security role sweep
• Module scan
• Usage assessment
• System usage walkthrough
• Usage recommendation

Data Diagnostic

• Thorough data review
• Data cleansing assessment
• Data cleansing recommendation

Workshop Deliverable

• Presentation of findings and recommendations
• Written documentation of findings
• Estimate of project costs

Pricing Summary: $750 USD