Streamline Sage CRM Deployment with QuickStart

Jump right in and start enjoying the benefits of a Sage CRM solution by streamlining the initial implementation with QuickStart. Choose your option with confidence - our certified consultants have performed hundreds of successful CRM deployments and can quickly and effectively map your requirements to your solution to accelerate productivity and quick returns – all at one simple fixed cost.

 

QuickStart Basic

Quickstart Basic: Recommended for small businesses that have started their own configuration, have basic CRM requirements and need help tying up loose ends before deploying.

Day 1 - 1-hr Project Kick Off Meeting - Installation & Configuration of Sage CRM

Day 2 – Set-up: users and basic security (std roles and profiles); Optional: Data load from 1 Excel file (to Accounts and Contacts or Leads only)

Day 3 – Set-up, Configure, and Test: Sage 100 integration between Sage CRM and one Sage 100 Company

Day 4 – Training: End-User and Administrative training on Sage CRM Basics. Project Completion Sign-off - Phase II Planning/Discussion

Note: Basic includes no customizations, workflow, reports, project management, conference room pilot, or go-live/post go-live support

Price: $5,500

Ready to kick-off your QuickStart?

 

QuickStart Standard

QuickStart Standard: Recommended for small businesses who want to jump start their first CRM deployment with Marketing Automation and Contact Management Requirements.

Day 1 - 1-hr Project Kick Off Meeting - Installation & Configuration of Sage CRM

Day 2 – 1/2 day Process Review to determine scope and extent of customizations. Set-up: users and basic security (std roles and profiles)

Days 3-4 – Customizations to Sage CRM Entities (fields, picklists, screens and lists) based on results of your process review and discovery
Optional: Data load from 1 Excel file (to Accounts and Contacts or Leads only)

Day 5 – Set-up, Configure, and Test: Sage 100 integration between Sage CRM and one Sage 100 Company

Days 6 & 7 – Training: Standard End-User plus Administrator training on Sage CRM, including customizations made to the system. Project Completion Sign-off - Phase II Planning/Discussion

Note: Standard includes no workflow, reports, project management, conference room pilot, or go-live/post go-live support

Suggested Add-on's: go-live/post go-live support and project management

Price: $9,500

Ready to kick-off your QuickStart?

 

QuickStart Deluxe

QuickStart Deluxe:Recommended for small to medium-sized businesses that want to jump start their CRM deployment with Marketing Automation and Contact Management Requirements. They understand the value of CRM and want to start leveraging some of the capabilities including workflow and alerting.

Day 1 - 1-hr Project Kick Off Meeting - Installation & Configuration of Sage CRM

Day 2 – 1/2 day Process Review to determine scope and extent of customizations. Set-up: users and basic security (std roles and profiles)

Day 3 – Project Documentation including Project Plan and Smartsheet
Optional: Data load from 1 Excel file (to Accounts and Contacts or Leads only)

Days 4 & 5 – Customizations to Sage CRM Entities (fields, picklists, screens and lists) based on results of process review and discovery; basic opportunity or Customer Svc workflow

Day 6 – Set-up, Configure, and Test: Sage 100 integration between Sage CRM and one Sage 100 Company

Days 7 & 8 – Training: Up to a full day each of standard End-User plus Administrator training on Sage CRM, including customizations and Workflows added to the system

Day 9 – Conference Room Pilot - System Tuning

Day 10 – Go-Live Support - Project Completion Sign-off - Phase II Planning/Discussion

Includes: Project Management with a dedicated Project Manager for the kick off meeting, two project status calls, and project completion meeting. Plus, management of project tasks and delegation of responsibilities.

Price: $14,500

Ready to kick-off your QuickStart?