“Customized Hosted CRM for companies with up to 10 users in 10 days or less Guaranteed”
CRM for small to mid sized companies is now available through Sage CRM.com express. Sage CRM.com is an easy-to-use, fast-to-deploy, feature-rich CRM solution providing enterprise-wide access to vital customer information—anytime, anywhere. With Sage CRM.com, you can better manage your business by integrating field sales, internal sales, customer care, and marketing information.
What you get…
Access for as many users as you need to Sage CRM.com. Your monthly cost is based on $69/mth/user.
- *User Setup and Configuration –We setup and configure up to 10 users for you.Security Profiles –We help configure your teams and accessibility.
- Custom Account, Contact and Opportunity Screens -Out of the box SageCRM.com has just about all you’ll need to track your account, contact and opportunities. We give you all that and allow you to add twenty custom fields total however you choose to the Account, Contact and Opportunity Screens. Pick list Modifications Included. The Opportunity Stage, Lead Type and Account Status pick lists are modified to meet your internal processes.
- Lead Mapping –Custom Lead information must be configured so that the lead is routed to the appropriate Opportunity field once it is promoted to an opportunity from a lead.
- Data Conversion –Templates are provided in order to consolidate and migrate legacy account and contacts into your new Sage CRM system. We perform and guarantee the import once you have it consolidated in the correct format.
- Products – We add up to 10 custom products for you.
Templates
- Email Templates – (Includes Two) Custom Email Templates allow you to send mass email communication to your customers without losing the touch of a personal email.
- MS Word Templates–(Includes Two) Like email templates, Word templates allow for mass communication and may also be used to manage contracts, quotes orders and mailing labels.
Training Included
| End User (6 hours) |
Administration (4 hours) |
- Navigation
- Companies
- People
- Opportunities
- Activities
- E-mail/Communications
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- Security Overview
- User Administration
- Templates & Target
- Lists
- Simple Customization
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