Set-Up and Support

We Do the Heavy Lifting Set-Up and Support


ULTIMATE LEAD’s full-service account team sets up your CRM, sales lead management and marketing support programs with minimal effort on your end. For this reason, the resources for all of our offerings include:

  • Program set-up and processing team
  • Tailored online training webinars
  • 800# and email customer support
  • Notification system within our CRM and sales lead management programs

Successful Sales lead Management, CRM and Engagement programs require successful launches.  To ensure that your programs are set up perfectly and that your launch is successful we provide:

Complete Sales Lead Management, CRM and Engagement Program Set-Up and Ongoing Support

  • Configure users and viewing privileges
  • Import your existing accounts and contacts
  • Define territories by zip code for reps and distributors
  • Customize the color scheme and add your company logo for branding
  • Create personalized email activity notices for reps and management
  • Automate web chat capture in sales lead management
  • Set up automatic email “push” reports to sales and management



  • Integrate website form submissions into the sales lead management
  • Create customized reports and dashboards
  • Create customized data tables, displays and reports of external data
  • More on custom programming…



Everything you and your team will need to know for a successful implementation of your ULTIMATE LEAD programs:

  • Rep/User Training – from basic navigation, record entries and updating to data searches, data exports, creating relationships and more
  • Administrator Training – from modifying user privileges to running reports
  • Ongoing “refreshers” and specific feature training

Call 1-800-323-0550 for a no obligation quote!