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How it's done:
We connect you to our secure servers so you can see and test drive your new Sage CRM system, review key differences, major enhancements, and most importantly, how this all relates to your specific requirements.
It will take about 1-2 hours of your time, including Q&A, and 8-10 hours of our time. All you need is a phone and Internet connection. At the end of this process your Road Map with concrete recommendations will be produced.
Your Road Map includes:
- your current system diagnostic
- Sage CRM technical requirements
- data import strategy
- accounting and back-end integration review
- security guidelines
- training plan
- timelines and investment summary
- recommended steps
The $495 Sage CRM Executive Analysis fee will be credited towards your Sage CRM project.
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