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Self Serve Plan

Under the Customer-Managed model our customers can take advantage of our self-serve Success Portal which is completely free. We refer to this as Engagement Model #1 (Self-Serve/Self-help). This model is best suited to CRM users who enjoy venturing into the solution on their own as well as those who wish to minimize the costs associated with their new CRM solution. When you choose to “Do It Yourself,” we provide you with unlimited access to our Success Portal training video library. You also get access to free Microsoft resources to help move you through the learning process. As you move along the continuum of mastery, you’ll develop the skill sets to gauge your evolving CRM business needs.