Bigin with Lisa - Typical Project Overview

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Week 1- gather requirements

• how will client deliver data import contents.
• how will contacts, companies, opportunities, product & service offerings, client files, meeting schedules & notes and your to do list be represented and stored in Bigin. 
• what pertinent 3rd party integrations are needed.

Week 2 - implementation and follow as questions arise. 

Week 3 - system testing, refinement, training.

Import contents into a Bigin account from spreadsheets and the like provided by client.

Integrate pertinent 3rd party apps that help streamline business processes and maximize efficiency.