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, user training, as well as some key features that focus on user adoption.
Our focus during the Quick Start Implementation is to get your staff comfortable navigating around the application and using the fundamental features of:
My CRM Manager will complete the technical setup of the system and then work with your staff to configure the system and get users comfortable with the fundamentals of Sage CRM. This means using it to profile companies and people as well as recording interactions.
After Sage CRM has been installed and the setup (above) has been completed, 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.
A fundamental setup task is to create fields in your Sage CRM instance that make perfect sense for your particular organization. We will talk through this, demonstrate various examples and ask users to give thought to what will make sense to them.
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 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.
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.
This marks the conclusion of the Quick Start. Users will now have a good handle on the fundamentals of Sage CRM and be in a good position to decide on what should happen next.
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.
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.
We include creating new or updating existing fields to screens and list as part of the Quick Start setup (sessions 2 & 3). However, we do not include conditional formatting of these fields. For example, if field X = A, then make field Y required. The options for applying conditions to fields are almost limitless, but out-of-scope of the Quick Start Implementation Package.
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.
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.