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The 'CRM Starter Files' explained So what's included in the starter file? |
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Our starter CRM solution explained First off, CRM stands for 'Customer Relationship Management' and is a term used to describe software that is designed specifically for storing and retrieving information on prospects, customers and suppliers. In our experience, a good CRM database has been at the heart of almost every software solution that we have ever built. So we decided to build a set of CRM files onto which we could bolt specific customer requirements. (see screenshot on left). These files can be used straight out of the box or as the starting point for a more elaborate solution. So let's say you run a corporate events company and require a centralised solution to help you manage your events. We would start by transferring all of your contacts across to our CRM starter solution then develop and bolt on the tailor-made elements unique to your business and necessary for you to effectively manage the events, staff, ordering, scheduling and sales invoicing. This ensures that your hard-earned budget goes straight into developing the elements that are unique to your business as opposed to being absorbed in setting up the security, architecture and graphical interface that are already built into our CRM starter files. Simply put - we avoid re inventing the wheel.
The one-off cost of 498.00 GBP includes:
Costs You then need to consider 'hosting' your starter solution in a way that will enable others to simultaneously access and work with the file. Hosting your file with us simply removes the hassle and expense of buying, supporting and backing up an in-house server as well as giving you the flexibility to access your data anytime (subject to a good broadband connection - read more). That then leaves installation and training which can be conducted on your premises or remotely via logmein.com (incidentally, we use logmein for all our remote support - it enables us to access your computer as and when necessary). Thereafter, any tailor-made requirements that you want incorporated into the starter files are quoted for separately. Such alterations are subject to a separate technical specification for which we make a small charge. Typical costs, assuming you opt to host your file on one of our servers, are as follows:
The things other customers have added to their starter files Many of our customers simply use the starter solution 'out of the box' as a way to manage and share their contacts with their colleagues. Sales teams, for example, can checkout contact notes and contact details whilst out on the road in the knowledge that any updates they make will be immediately seen by their team back at the office. New businesses and sole traders are attracted by the relatively low startup costs and ability to roll out the solution to new recruits as and when they come on board. You simply buy more FileMaker licences. On the other hand, we have many customers who have commissioned us to incorporate very specific requirements into FileMaker over a period of years. Wherever possible, we try to emulate a customer's tried and trusted business processes in order to keep the learning curve to an absolute minimum. There is virtually no limit to what can be achieved with FileMaker - here are just a few examples: What you need for this to work? FileMaker will run on PCs running Windows; Macs running OSX; iPhones & iPads running iOS. Don't worry if you are running older operating systems as it is often possible to order previous versions of FileMaker to ensure compatibility. Always best to talk to us first before upgrading your hardware. The next step - online demo & 30 day trials available? If you are unsure about any of this or simply need clarification on how the starter files could benefit your business just phone 0117 310 1350 and ask for Victor Gentinetta. We can demonstrate the files via an online one-to-one demo and even set you up with a 30 day trial (without obligation). |
single users or multi-user, multi-site setups
