Services

Needs Analysis & Demo

Project Design, Planning & Implementation Services

Support

Training

SageCRM Customizations & Enhancements

ACT Consulting & Support

If your company is currently using Sage 100 as your Accounting/ERP system, then SageCRM is a perfect fit for you.  Effective Solutions will provide a free 1-hour Needs Analysis and Demo session for your decision makers and from that session we will gather enough information to information to provide your company with a Ballpark Quote for a custom implementation based on your needs identified.

If your company is currently using Sage 100 as your Accounting/ERP system, then SageCRM is a perfect fit for you.  Effective Solutions will provide a free 1-hour Needs Analysis and Demo session for your decision makers and from that session we will gather enough information to information to provide your company with a Ballpark Quote for a custom implementation based on your needs identified.

After your SageCRM implementation is complete, we are there for you moving forward with any support you may need with your SageCRM system.  We will answer questions you may have, assist with any customizations and adjustments you may need help with, and work with you to troubleshoot any issues you may be having with the system.  We are always and email or phone away from providing you the assistance you need to keep your SageCRM system customized and running smoothly.

Key to any successful SageCRM implementation is Training.  All our implementation projects include training for both Administrator level users and End Users.  For Administrators, our goal is to teach your staff how to perform entry level maintenance and customizations to the CRM System.   How to add and maintain users, perform basic CRM customizations, create and modify reports and dashboards, and perform advanced lookups in the system.  During End User training we teach your CRM users all of the features and processes they need to know and utilize for your custom SageCRM implementation.  There will also typically be an End-User Follow-up training session included with your project, so that your users can ask questions after they have used the system for a few weeks.  All of our training sessions are recorded and provided to you for play back by your users at a later date to review or train new users.

At some point you may determine that you need some advanced customizations implemented in your SageCRM system to provide your CRM users with some key efficiencies.  That may mean pulling over additional information from your Sage 100 system into SageCRM.  Or that may mean some additional Dashboards or some advanced reporting.  What ever you need, we can come up with a plan to incorporate it into your SageCRM system.  We may even have the enhancement already built! 

While this is no longer our core business, ACT! Consulting is still something we will provide on a case by case basis.  We also partner with a large ACT! Consulting team, and we can put you in touch with them if we think that would be a better fit for your company long term.

Effective Solutions

Solutions that Grow your Business