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Updated April 23, 2016
How long, on average, would you say it takes a business to set up Client Book CRM?
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April 23, 2016
Short Answer: For a single store retail operation or small chain, generally within a few weeks. Time wise, set up and training only takes a handful of hours at the most. This is very dependent on the business schedule though.
Long answer: I'm assuming "set up" means created an account, created all the employee user accounts they want, get trained on the software by one of our representatives or take the self-help route with our "How-to" articles and material, and start fully using the software on a day-to-day basis. This varies quite a bit depending on number of locations, number of employees, how tech savvy employees are or how much motivation they need to be given to adopt the new system (this is almost always directly or indirectly linked to the average age of the employees), whether or not any customization needs to be done or custom reports need to be created, integration requirements (with inventory, pos, etc.), schedule availability for managers and executives as far as demonstrations and in-depth training goes (this is the primary reason for extended time frames on setup), and so on. For an individual professional using our software service they generally do not require in-depth training, customization, and adoption rate isn't an issue so generally they get set up and using the software same day or within a few days. For a single store retail operation, set up generally takes a few days to a few weeks (about a week on average). For multi-store chains, generally this is a several month process. We've had smaller multi-store chains that get set up and running within a few weeks but we've had others that have taken 6 months or more. This is primarily because of the customization and additional reporting requirements, decision of the company to host software on-site, scheduling conflicts for training between a number of managers and employees from different stores in different time zones, and/or extended rollout schedules laid out by company management. (more)
Long answer: I'm assuming "set up" means created an account, created all the employee user accounts they want, get trained on the software by one of our representatives or take the self-help route with our "How-to" articles and material, and start fully using the software on a day-to-day basis. This varies quite a bit depending on number of locations, number of employees, how tech savvy employees are or how much motivation they need to be given to adopt the new system (this is almost always directly or indirectly linked to the average age of the employees), whether or not any customization needs to be done or custom reports need to be created, integration requirements (with inventory, pos, etc.), schedule availability for managers and executives as far as demonstrations and in-depth training goes (this is the primary reason for extended time frames on setup), and so on. For an individual professional using our software service they generally do not require in-depth training, customization, and adoption rate isn't an issue so generally they get set up and using the software same day or within a few days. For a single store retail operation, set up generally takes a few days to a few weeks (about a week on average). For multi-store chains, generally this is a several month process. We've had smaller multi-store chains that get set up and running within a few weeks but we've had others that have taken 6 months or more. This is primarily because of the customization and additional reporting requirements, decision of the company to host software on-site, scheduling conflicts for training between a number of managers and employees from different stores in different time zones, and/or extended rollout schedules laid out by company management. (more)