Onboarding Process

With our partnership styled approach, experience an onboarding process aligned to your needs. We are proud to offer in-house services including support, consultancy and more, making sure you’re up and running in no time.

An efficient process to ensure you’re up and running in no time

All Services operated in-house

Take advantage of HaloCRM’s full potential

What is the Process?

TESTIMONIAL

“As part of our selection process for a new ITSM toolset, we approached 11 suppliers from which Halo instantly stood out as being something special (both as a company and as a product). HaloCRM met and exceeded all our requirements and throughout the procurement process were super-efficient, any questions we had were handled quickly and the whole process was simple and easy with their transparent all-inclusive pricing model. We were not only looking for a great product but looking for a great business with great people who we could build a strategic relationship with over many years, getting this right was incredibly important to us.

As part of the later procurement stages we had a demo of HaloCRM which was delivered not by sales reps but by people who really understood the product inside and out, it was absolutely perfect and they wiped the floor of their competitors… the whole team were blown away! Any questions raised during demo were answered accurately and thoroughly, the Halo team all throughout the procurement were friendly and nothing was ever an issue.

During contract signing, all scoped deliverables were timely pulled into an implementation plan which kicked in the day after contracts were signed.“

Lee Barnard – Service Management Consultant