Sage CRM

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  • 1.  Have a prospect that wants to run the trial online

    Posted 08-29-2013 09:27
    Have a prospect that wants to run the trial online version of CRM and input their data for testing/evaluation. They asked a question about extracting the data at the end of the trial - I know that if they purchase, it will be convertable, but if they don't can you still extract CRM data from the online trail before it expires?


  • 2.  RE: Have a prospect that wants to run the trial online

    Posted 08-29-2013 09:30
    The short answer is yes you can get your data sent to you or export it out via various system reports. But longer answer is dependent upon this question: extract the data for what purpose?