ASSEMBLING THE BUILDING BLOCKS TO EFFICIENT WORKFLOWS

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Remote Services

Remote services are typically custom projects designed specifically to the needs of the agency.  This can be pre-migration setups, uploading lead lists, creation of target lists or campaigns, changes to settings, creation of form letters/proposals/summaries or just about anything else that can be imagined.

These services are those that do not typically require involvement from your staff.  Perhaps it is a onetime task that you do not necessarily need to be trained in.