On-Boarding with
My CRM Manager

We get Sage CRM working for you

My CRM Manager helps turn your Sage CRM software into a roadmap for success. You will have a team of experts on your side, committed to helping you improve your processes and efficiency. We’ll be with you every step of the way, to make sure your transition to lead-mean-systematic-machine goes as smoothly as possible.

01

Initial Review

From the very first interaction, our Business Improvement Specialists will ask you lots of questions so that we can understand your organization – and your unique needs. We will identify whether or not your business can benefit from Sage CRM, and which options may be right for you. It starts with a conversation about your needs, and demonstrations of Sage CRM in action.

Transition & Timeline

With My CRM Manager, you determine the timeline for your transition to Sage CRM. We will get your system configured and installed, and come up with a project plan. Your transition happens at your pace, not ours.

02
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Data Conversions

Often, companies starting with Sage CRM already have multiple sources of data. So, beyond what exists in the accounting system, there may be additional data that we will need to bring into CRM. Generally, we bring in any valuable data BEFORE your users log into the system. We are very focused on adoption, and having data in the system (cleanly) makes it easier for users to understand and use the system.

Training Options

My CRM Manager provides the best training in the Sage CRM community. We provide all the training and tools you need to maximize the benefits of Sage CRM, bringing your organization the highest return on investment.

We’ll work with your staff, building comfort and confidence with the new system. 

04
05

In-Depth Follow-Up

Once your Sage CRM system is up and running, you may have questions or be ready to learn more. Or you may simply want a refresher. We will be there for you. Our project managers are always available to answer questions and provide constructive advice.

Schedule A Demo