info@hand Customization & Services
 

At the Long Reach Corporation we offer a broad range of customization, implementation and training services to tailor info@hand to fit your business and ensure a successful implementation. Our services include: 

  • Business Analysis

  • Design Specifications

  • Project Management

  • Solution Architecture

  • Application Development

  • Quality Assurance

  • Data Conversion and Manipulation

  • Implementation Planning

  • User Training

Implementation services and customization are a fact of life for most business applications - and indeed a generally positive one. They take an 'off-the-shelf' shrink-wrapped software application, and adapt it to the way your business actually works.

CRM systems are known to need customization rather more frequently than other business applications - after all, the average Sales, Purchase, and General Ledger accounting system works pretty much the same way for any business - just set up your structure of initial account codes, and away you go. CRM systems are not always like this, as there are so many different business models in existence.

CRM customizations fall into several classes:

  • Minor cosmetics: Changing color schemes, adding company logos

  • Minor user interface changes: Suppressing some features from being seen by certain users, or perhaps all users; re-arranging screen layouts, adding and deleting fields from screens, changing field names, and editing the set of options presented on drop-down boxes

  • Major application changes: Adding whole new modules to the application, or making major changes to the business logic and function of existing modules

  • Application integration: Linking the CRM application with other business applications and processes, to more thoroughly automate and integrate your business operations

Most advanced products make it easy to change minor cosmetics of the system. Historically, user interface changes were fairly difficult and expensive to perform, but that has all changed now. Today, most high quality CRM systems (including info@hand) offer this extremely important and useful capability as an administrative function with a user interface for performing these customizations. In info@hand it is called the Studio. 

Major application changes will always require a software consulting and development firm to perform them, unless you happen to have those resources in-house. These changes involve tailoring a CRM to manage aspects of a business that are not uniform across the gamut of small and mid-size businesses.

For application integration, info@hand has its own soap-based web service interface which supports many important business functions, such as filing leads captured by forms on your public web site directly into your CRM, or the creation of customer self-service portals.

Contact us (at info@infoathand.com, or 613-692-7818) for customization or implementation and training services large and small - we will be happy to develop a fixed-price quotation for you.