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ProTrak International, Inc. is truly committed to its clients, and prides itself on providing outstanding consulting, implementation, training and support services. Our professional services team averages more than 10 years experience working with our clients and ProTrak Advantage CRM. They will support you through every stage of the software implementation and data migration processes, help you increase productivity, streamline internal workflows and provide high quality training and on-going support. All of this ensures that you can efficiently and effectively develop your client relationships, manage your opportunity pipeline, and improve your sales and investor relations process with a highly successful CRM solution.

PROFESSIONAL SERVICES & CONSULTING

ProTrak's professional services team brings extensive investment management business knowledge as well as years of experience with ProTrak Advantage CRM to guarantee a successful CRM implementation and a high level of user adoption. Our consultants will:

• Work with your staff to identify operational inefficiencies and roadblocks
• Help you streamline and automate existing manual processes
• Analyze work processes currently managed with Excel spreadsheets and determine how they can be integrated into the CRM
• Help you consolidate investor account balances and transactions from administrators and existing accounting systems
• Assist with the creation of customized investor reports, automated work flows that match your business process rules and mass e-mail campaigns

TRAINING SERVICES

Support and training are integral components of the ProTrak solution. As soon as ProTrak is installed at your firm, our experienced professionals will provide on-site or web-based training, in an individual or small (10 people or less) classroom environment. Our trainers all have industry-specific experience and provide friendly and informative workshops for users at any level of technical expertise. Additional training is available on-site or via web-based sessions. All training may be tailored to the needs of individual users.

SUPPORT SERVICES

Technical support is provided free of charge during regular business hours. A senior Account Manager who knows you and your account will provide assistance and diagnose issues using phone, e-mail support and / or web-based sessions.  Users have 24/7 access to an extensive knowledge base of Webinars, on-line tutorials and technical / user documentation available directly from ProTrak.  In addition, ProTrak publishes a monthly InfoFLASH bulletin of news, helpful hints and ideas contributed by our global user community.

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