Software Installation

The first critical phase in integrating CRM Master’s Sales Master into your bank’s infrastructure is Software Installation. This step lays the foundation for all subsequent stages, ensuring that the system is properly configured and ready for your unique operational environment.

What We Do

During the installation process, our team works closely with your IT department to seamlessly integrate Sales Master into your existing infrastructure. The process involves:

• System Setup: Installation of all core software components, ensuring compatibility with your hardware and network requirements.
• Initial Configuration: Setting up user roles, access controls, and key settings to match your organization’s structure and workflow.
• Environment Testing: Comprehensive testing of the installed system to verify that all modules are functioning correctly and that data flows smoothly within the bank’s IT environment.
• Data Migration Support: Assisting with secure transfer of existing customer data and records into Sales Master, ensuring a smooth transition with minimal data loss or disruption.