Jungo CRM Setup and Implementation
Setup, configure and customize Jungo CRM to support your mortgage business needs.
Configure and customize business workflows rules and approval processes for business process automation.
Integrate with third party applications in accordance with your business process and data driven systems requirements.
Jungo Sales and Marketing Automation
Business Process review to identify gaps, finalize requirements and develop CRM strategy to meet the organizational goals.
Customization and creation of fields, modules, sales pipeline and workflow automation.
Implementation of custom email templates, web to lead forms, reports and views.
Jungo CRM Deployment and Testing
Migration to UAT (User Acceptance Testing) environment before final deployment.
The testing services include Functional testing, Automated Testing, Load Testing, Deployment testing, and Security Testing.
Data is extracted, prepared, mapped with corresponding data objects and fields, migrated and tested to complete the Data transfer from former CRM or other systems.
Jungo Training, Support and Maintenance Services
Creation of Jungo CRM spec documents and user manual.
Dedicated training for admins and sales, service, management and marketing end users.
Post implementation support for user adoption and further customization and business enhancements.