Simple Set Up

Clarity CRM’s simple CRM extends through the setup process without compromising on powerful features. Thanks to straightforward design, implementation is faster so that organizations can reap benefits sooner. Use Clarity CRM’s proven Quickstart Program to quickly set up, customize, train your team, and hit the ground running. Getting Started – Your Clarity CRM lead implementation specialist will discuss your CRM goals and business requirements and guide you through preparing for the setup process. Setup – You will work directly with your Clarity CRM implementation specialist to set up and customize your CRM system. You can count on our team to always be by your side to make sure setup goes smoothly. Import Your Data – Importing your data correctly is a critical part of a successful CRM implementation. We will hold your hand through each step of this process to ensure your success. End User Training – Clarity CRM will provide training for your team so they will be ready to go right out of the gate. Go Live Fast – The entire Clarity CRM Quickstart process requires 3 to 7 hours of consulting depending on your organizational requirements. Go live fast and inexpensively – 95% of customers need nothing more.