CRM Tip: Get to know the CRM Demo Database
This might sound like an obvious CRM tip, but there are times when it can be extremely useful to use the ACT or CRM demo database.
Here are a few examples:
-You want to test a new feature and don’t want to affect your live data
-You want to troubleshoot a bug. It can be useful to see if that bug exists in the demo database as well. If it does not, then the issue lies in your live database. It might be corruption or a bad record.
-You want to test your layout editor options and see the results - without messing with your live environment
-Your database is very large and you want to test a feature (such as backup) without waiting 10 minutes.
-and many more!
To read the entire document, click here.
Free ACT! Premium 2011 Feature Overview – Reviewed by our CRM staff
Click here to access and download our Free Sage ACT! 2011 Feature Evaluation and Review.
With this document, you will be able to identify the key improvements within ACT! 2011 as well as ACT! 2010.
Items addressed include:
-User interface enhancements
-Social Media
-E-Marketing, Mail-Merge and Online Surveys
-Sales Opportunity redesign
-Flexible Reporting, Dashboard and OLEDB interface
-Advanced Outlook Integration and Invitations
-Advanced Outlook Sync for Contacts and Calendar
-Simplified Importing design
-Smart Tasks (Workflow)
-Advanced Lead Management and Importing
-Administrative improvements
-and much more.
Free Excel Tool – Calculate CRM Total Cost of Ownership
Click here to access and download our Free CRM TCO Calculator Tool.
With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.
TCO line items include:
- Annual License/User price
- Support
- Hardware (incl. Server and Users)
- Implementation
- Staff
- Network
- Mobile
- and much more.
Nationwide ACT CRM Consulting and Training
With offices throughout the United States, the CRM Alliance is able to provide CRM training, consulting and implementation service whereever you are. Please contact us to find out the best way to get your CRM project underway. Remember, step A is to figure out what your business requirements are, and step B is to select the proper CRM system for your individual needs.
Being certified in various CRM systems such as Microsoft Dynamics CRM, Sage SalesLogix CRM, Sage ACT!, SAP CRM and more, we are confident we can advise you as to the proper CRM software to fit your business.
Whether you require CRM consulting, training or support in Fort Worth, Texas or San Jose, California, we can get your CRM solution designed, implemented and trained so that your users will love it and use it. We define our success by your CRM adoption rate. So call us to get started!
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