Quick Start Implementation Package

Gain an immediate return on your Sage CRM system!

Our Quick Start Implementation Package is perfect for companies who want to immediately see the gains of an integrated system and how that impacts the efficiency and productivity of staff members. This package includes all the initial technical work as well as some key features that focus on user adoption.

Objectives

Our focus during the Quick Start Implementation is to get your staff comfortable navigating around the application and using the fundamental features of:

  • Profiling companies and people
  • Using Sage CRM in conjunction with Outlook and getting comfortable recording our interactions
  • In the course of the Quick Start, you will gain an immediate return on your investment and have a clear idea of what you might do with Sage CRM next

Inclusions

Our focus during the Quick Start Implementation is to get your staff comfortable using the fundamentals of Sage CRM. This means using it to profile companies and people as well as getting comfortable recording our interactions..

  • 6 sessions with a Senior Sage CRM Project Manager who will guide you through the transition
  • Homework assignments!
  • Controlled success
  • Recommendations for optimizing and scaling
  • Suggested next steps
01

Kick Off (Navigating CRM)

After Sage CRM has been installed, we will schedule our kick-off call. In this first call, we will focus on accessing and navigating around Sage CRM. 
Note – all our projects have defined point persons (we say CRM Administrator) to help facilitate training and support issues. We will discuss the role in our first group meeting.

Profile Review

A fundamental setup task is to create fields in your Sage CRM instance that make perfect sense for your particular company.  We will talk through this, demonstrate various examples and ask users to give thought to what will make sense to them. 

02
03

Setting Up Profiles

In this session, we will be collecting feedback from the group on what fields/options are required and start putting them into the system. 

Accelerator Training

Accelerator is the Advanced integration with MS Outlook. Using it makes getting data into and out of Sage CRM very easy. Accelerator is very powerful with deep functionality.

04
05

Review of Advanced Features

If users have been doing their homework, then at this point we can go deeper into understanding some of Sage CRM’s more advanced functionality. This can include: process automation, working with the accounting integration, opportunity management, reports and dashboards, etc.

Deciding Next Steps

This marks the conclusion of the Quick Start. Users will now have a good handle on the fundaments of Sage CRM and be in a good position decide on what should happen next.

06

Timeline: The Process

Quick Start Timeline Only

The Quick Start focuses on the basics of profiling information and managing communications. We will create fields, and modify screens and lists. And we will provide training related to using Sage CRM’s MS Outlook integration (Accelerator). In the second half of the Quick Start, we will review Sage CRM’s advanced feature set, however, configuring any of Sage CRM’s advanced features is out-of-scope for the Quick Start.

Quick Start: Exclusions

We will set up the integration, but any changes to the integration specific to your company are out-of-scope.

We will be connecting your accounting system to Sage CRM (if applicable) and importing customer records. However, importing data from any secondary sources of out-of-scope as not all customers require this and because requirements can vary. If bringing in additional data is required, this will be done on a T&M basis.

The possibilities with Sage CRM are almost infinite. But the Quick Start is intended to focus on the fundamentals. In the second half of the Quick Start, we will review Sage CRM's advanced feature set, however, configuring any of Sage CRM's advanced features is out-of-scope for the Quick Start. Examples of advanced features include: Process automation (aka workflow), new screens, or applying scripts to screens. 

Quick Start: Costs?

Our Quick Start Implementation Package is priced at $8,750. This excludes software licensing. Check out our Pricing Calculator to see how much Sage CRM would cost for your organization.

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