The Core CRM Pro for Managed Services solution is a robust cloud-based CRM solution that's easy to manage and use. We know that when you outsource your CRM, you need a solution that provides a consistent experience across all your providers.
We've added Managed Services functionality to the Core CRM Pro, allowing you to manage on-boarding and off-boarding of your managed service providers, and easily view the status of your managed service agreements.
We also provide ongoing support services that help our clients maintain their systems. We can help you with the deployment, ongoing management and maintenance of your CRM, as well as providing solutions for other applications and services.
All FileMaker and FileMaker Server templates are immediately available. They will be available in RCC's webstore. Free FileMaker templates may be downloaded here: http://www.filemaker.com/products/templates/all-templates-for-filemaker
fm12 and fmp11 templates. Once you have downloaded the template, follow the instructions to import it into FileMaker. Follow the instructions to add your license keys and change your template settings. You'll need to get all of your contact information changed before you make your first request. Also, you may need to add an address to your customer record to reflect the location of your service request. The template will create that record for you.
At any time while working on a given service request you can view the contact information for the service request, see the status of the request, see the delivery status, and view any communication between you and your customer (phone calls, email, etc.). The services template also provides a link to the service requests and the customer it is assigned to, allowing you to monitor progress on the current service request.
May is National Software Month and we have a special gift for you! It’s all about FileMaker Pro and FileMaker Pro 11.
Though you can access FileMaker Pro for less than $20, we’d like to help you start your FileMaker Pro 2.11 at a discount too! (see the discount pricing chart)
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