Our evaluation package (aka pilot package) is a great way to test drive Sage CRM on your network, integrated with your data BEFORE committing to any software or progressing to either the Quick Start Implementation Package or any other form of implementation. One time fee only.
No software licensing is required during this evaluation.
Ultimately, the objective is to provide you with a ‘proof of concept’ system so you can properly evaluate if Sage CRM is a good fit for your organization.
We have an agenda of important topics to go through such as (a) using Sage CRM as a communication tool, (b) profiling information, (c) using Sage CRM in conjunction with Outlook. However, how you choose to spend the time is up to you.
Your 2 one-hour review sessions are restricted to training and strategy topics. We cannot include ongoing emails and support for this small fixed fee engagement.
Yes, we recommend that you complete these sessions within 30-days from the conclusion of the technical work (installation and integration).
Yes, of course. You can use the green 'Schedule A Demo' button to set a time that suits you.
We will have to have a talk, that is the first step. You can use the 'Schedule A Demo' button on this screen or just email firstname.lastname@example.org. After the talk, be aware that we will need your company to complete our pre-installation checklist before our technicians can begin the installation. Once we have proper access to your environment, our technicians require two business days to install Sage CRM. After the installation and integration have been completed, we can schedule the review sessions.
It means the evaluation was successful and we can proceed to define the scope of work and provide a budget for the implementation.