Premier Support Program
We take on the role of your CRM administrator so you don’t have to. Focus on what you do best, like closing more deals. Here are just some of the things your support plan includes.
User Support
Fast Initial Response Times
Really Fast, we know you are working and need help now - our average response time is under 15 minutes
Community Discussion Board
Get help, ideas and share best practices with users just like you.
Live Chat & Online Meetings
Get instant help or start a quick live video conference. We are always here to help.
Customer Support Knowledge Base
Search the self-help knowledge base of articles and videos for instant assistance. Engage in discussions or Live Chat with one of our Support Agents when you have an issue or just a question.
Ongoing Consulting
AgentDealer® is a mighty system - we help you keep it working.
Case Submission & Tracking
Get the help you need. Easily submit a case and track it to completion.
Setup & Customization
We make sure AgentDealer continues to address the unique challenges of your client base with custom fields, record types, and validation rules.
Create, update and deactivate users, control roles and role hierarchies
Create and update profiles, custom fields, page layouts, record types, list views, and more.
Full visibility with reports and dashboards. Assist in creation and modification of reports as necessary
Create and modification of validation rules, workflow rules, task, alerts, fields, and formula fields.
Territory Management
We’ll help make sure AgentDealer’s Territory Manager is set up and running optimally.
Territory Setup
Setup territories based on the way you work. Zip Codes, County, Named Accounts.
Territory Rules
Build Territory Rules that monitor new records added to your system and assign them to the proper user.
Communication Templates
We’re there to help standardize your branding across communications that directly effect your productivity and allow your team to communicate more effectively.
HTML Letterhead Templates
Email Templates
Data
If you are migrating with existing data, we will help facilitate a seamless transfer, so and can get back to selling without missing a beat.
Mass Transfer Records
Mass Create Records
Mass Delete Records
Mass Update Records
Security
We take security very seriously, and want to ensure that your team is set up with a structure that respects proprietary information, while empowering employees to do more than ever.
Sharing Rules
Sharing Rules help you to give visibility to the right people. Create and update sharing rules
Set Boundaries
Manage field accessibility, password policies, and session settings.
IP Ranges
Add and update IP ranges