Our Certified Administrators & Consultants help you drive user adoption, increase productivity, and minimize risk.
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All editions of AgentDealer® come with our Premiere Support Program. We take on the role of your CRM administrator so you don't have to. Now you can focus on what you do best, like closing more deals. Here are just some of the things your support plan includes.
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AgentDealer® is a mighty system - we help you keep it working.
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We can help 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(1)
Create and update roles and role hierarchies
Create and update profiles
Create and update custom fields
Create and update page layouts(2)
Create and update record types
Create and update list views
Assist in creation and modification of reports as necessary
Create and update dashboards as necessary
Create and modification of validation rules as necessary
Create and update workflow rules, task, alerts, and field updates
Create and modification of formula fields as necessary
We'll help make sure AgentDealer's Territory Manager is set up and running optimally.
Setup territories based on the way you work. Zip Codes, County, Named Accounts.
Build Territory Rules that monitor new records added to your system and assign them to the proper user.
Add a new territory, adjust or reassign(1)
Help with creating HTML letterhead templates to standardize your branding.
We can assist you in the creation of email templates. Email Templates directly affect productivity and allow your team to communicate more effectively.
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.
Need to move some stuff around. Mass transfer records. (1)
Time to do a little clean-up. Mass delete records. (1)
You just got your hands on a new Prospect List? Mass creates records. (1)
Need to Mass update records? (1)
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 help you to give visibility to the right people. Create and update sharing rules
Create and update field accessibility
Manage password policies
Manage session settings
Add and update IP ranges
Administration Services excludes the initial implementation of your system, data migrations, data management or manipulation (de-duping, merging, cleansing), copy from one org/object to another, AppExchange installs, uninstalls, extensive customization beyond 30 minutes, and custom code.
(1) Customer must provide data (upload ready) in TSG-specific CSV format.
(2) Excludes custom code.
