General Questions
How does Relationships work?
How do I get upgrades to Relationships CRM?
E-Mail Integration
Can Relationships
work with my e-mail program?
Training
Is any training available
to learn to use Relationships?
Implementation
How quickly can my company be up
and running?
Can my company configure Relationships CRM?
Can I add custom fields in
Relationships?
Can I import my existing
data into Relationships?
How does the implementation work?
Security
How can I be sure my data is secure?
Transitioning to an in-house solution
If our organization
signs-up for Relationships, can we later decide to buy the software and
host it ourselves?
Signing up for Relationships
How can I learn more
and sign-up for Relationships?
Q. How does Relationships work?
A. Relationships is a Web-based application that is hosted in a secure
data center. Users simply connect to Relationships via the Internet. In the same way
you would log on to your favorite Web site, you can connect to Relationshipsand enter
detailed information about your contacts, opportunities, and marketing activities.
If you have Microsoft Internet Explorer (version 6.0 or
higher) and an Internet connection, you are ready to start using Relationships CRM.
Q. How do I get upgrades to
Relationships?
A. Because Relationships is a Web site, any time we add a new feature,
you will have access to it immediately. There is no need to download any software
or make system adjustments.
Q. Can Relationships work with my e-mail program?
A. Yes. Relationshipscan seamlessly work with your Microsoft Outlook, Novell
GroupWise, or Lotus Notes contact manager, through our optional PIM Integration
modules. These modules synchronize your contacts back and forth between your e-mail
program and Relationships. They even allow you to add activities to contacts,
such as e-mails, directly from your e-mail.
Q. Is any training
available to learn to use Relationships?
A. Although Relationships is very intuitive and user friendly, Swimfish
does offer a wide array of training resources to get your team up and running as
quickly as possible. In addition to quick reference cards, online help, and printed
manuals, we offer web-based training. Our Relationships Netcast series runs
every month and provides you with the opportunity to hear best practices and ask
our Certified RelationshipsTrainers your questions. You can elect to receive private
online training, which is customized to the needs of your organization and conducted
on your version of the application. Finally, we also offer personalized onsite training
classes and instruction. So no matter what your training needs are, Swimfish is
there to help.
Q. How quickly can my company
be up and running?
A. Depending on your business requirements, you can be up and running with
your customized version of Relationships in as quickly as two weeks.
Q. Can my company configure
Relationships?
A. Absolutely! Relationships is fully customizable. It's just like
having the software installed on your own server! We can configure Relationshipsto
meet the specific requirements of your organization. You can add marketing lists,
change security permissions, and add an unlimited number of custom fields. All pre-configured
reports can be customized. We can even integrate the system with your in-house accounting
system.
Q. Can I add custom fields
in Relationships?
A. With Relationships, an unlimited number of custom fields can be
added to different types of people, companies, deals. you name it. Custom fields
can be set up in various formats, such as dates, currency, a text string, pick list,
or number.
Q. Can I import my
existing data into Relationships?
A. Swimfish offers implementation services that help your team get up and
running on the service. We can move your data from ACT!, SalesLogix, Goldmine, or
any other program in which you may have your valuable data stored. We can also integrate
your third party applications to provide you with easy recurring imports and regular
updates.
Q. How does the implementation work?
A. You will receive a dedicated point-of-contact who will coordinate the
customization activities along with any data imports and integration processes.
This individual will establish deadlines and monitor progress. In addition, you
can receive private online training, which is customized to the particular needs
of your organization and is conducted on your customized Relationships version.
Q. How can I be sure my data is secure?
A. When you log into Relationships, you will see a small lock icon
at the bottom of your browser display, indicating that a secure (SSL) connection
has been established to our server. In addition, the URLs used to access your data
on Relationships are all preceded with https instead of http, which also
indicates that a secure connection is being maintained for data access from Relationships. Should you desire something more secure such as a VPN connection, please
let us know as it can certainly be provided.
Q. If our organization
signs-up for Relationships, can we later decide to buy the software and
host it ourselves?
A. Yes. In fact, our infrastructure was designed with that in mind. Your
customizations and data are kept completely separate from other organizations that
may use our service. Should you decide to acquire Relationships and install it at
your own location, we can transfer all the necessary customizations and data to
you, and coordinate it so that your users will experience the absolute minimum downtime
possible.
Q. How can I learn more and sign-up for Relationships CRM?
A. Please call us at 888-794-6347. We'll be happy to arrange a Web-based
demonstration of the software, discuss various product and implementation options,
and answer any questions you may have.
Next: Tech Specs
