Solutions

VT CRM Programs to Automate Your Business. Which is best for you?

The Transformation Program

For the business owner who already uses one of our CRM programs and –

• Has a large project to launch
• Has to get control over chaos
• Wants to get results fast
• Is willing to work to prepare for success
• Is receptive to feedback on current business processes

What You Get- Most CRM users only use about 10% of the software. They don’t understand the value of using the software more fully or are daunted by the prospect of doing so. This program demonstrates what 100% implementation would look like and what the value would be operationally and financially.

Pre-Transformation Strategy Session	$899
2 Days of 1-on-1 Implementation	$14,999
Post Transformation Debrief ​	$899
Company Customized Playbook – a detailed log of identified processes in your business. Provides both an executable strategic game plan and a tactical implementation manual
Marketing & Sales Campaigns	$899
Operations, Suppliers & Deliverables Workflows	$899
Human Resources Workflows	$899
Finance & Accounting Workflows	$899
Total Value	$20,393
Price $13,999 or 3 payments of $5299 each

 

The Boost Program

For the business owner who already uses one of our CRM programs and –

• Wants to build one or two campaigns, or
• Needs to complete workflows for a specific project, or
• Wants to set up tracking and reporting trails
• Is willing to work to prepare for success

What You Get- Most CRM users only use about 10% of the software. They don’t understand the value of using the software more fully or are daunted by the prospect of doing so. This program demonstrates what implementation of targeted CRM modules would look like and what the value would be operationally and financially.

Pre-Boost Strategy Session	$899
1 Day Boost Blast	$7999
30-Day Support Access	$99
Company Customized Playbook – a detailed log of targeted processes in your business. Provides both an executable strategic game plan and a tactical implementation manual.
Marketing & Sales Campaigns	$899
Operations, Suppliers & Deliverables Workflows	$899
Human Resources Workflows	$899
Finance & Accounting Workflows	$899
Total Value	$12,593
Price $7,499 or 3 payments of $3299 each

 

​The D.I.Y. Program

For the Do It Yourselfer who wants –

• To learn repeatable processes that can be implemented
• To be able to implement quickly, efficiently and easily
• To have a system that can be passed on to the team
• To work to prepare for success

What You Get- Most CRM users only use about 10% of the software. They don’t understand the value of using the software more fully or are daunted by the prospect of doing so. This module demonstrates what targeted implementation would look like and what the value would be operationally and financially.

Pre-Game Strategy Session	$899
Company Customized Playbook – a detailed log of targeted processes in your business. Provides both an executable strategic game plan and a tactical implementation manual for self implementation.
Marketing & Sales Campaigns	$899
Operations, Suppliers & Deliverables Workflows	$899
Human Resources Workflows	$899
Finance & Accounting Workflows	$899
3 months Access to Support	$291
Total Value	$4,876
Price $2499 or 3 payments of $999 each

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