We use a series of checklists to organize access before starting work on new projects and systems. The checklist an organization is asked to complete depends on the project, and we identify which one is required.
- If you are asked to complete multiple checklists, you can skip any sections that overlap and were already filled out once.
- Different sections may be completed by different parties. For example, your IT team may complete some sections while your Sage accounting partner may need to provide input on others. When more than one party is involved, the process usually starts by gathering input from your IT team or hosting provider.
1
This checklist includes hardware and software specs for Sage CRM. This is generally the first checklist we need completed.
2
Most projects connect Sage CRM to Sage 100 ERP, also known as MAS. This checklist applies to those accounts.
3
This checklist applies to companies that have Sage 300 ERP, also known as Accpac.
4
This checklist is the starting point for accounts that already have Sage CRM and want work performed on their existing system.