What will OnTrack do for my company?
1. Help you get up-and-running with CRM successfully in the shortest time possible.
2. Ensure your long-term usage of CRM returns maximum benefit.
No Stress
Our team has completed hundreds of successful projects for businesses like yours. Your implementation will succeed, and we back that up with a 100% money-back guarantee!
No Strain
Our team handles the setup and implementation, and then train your team to use your system quickly, easily, and efficiently. We do the heavy lifting so your team doesn’t have to!
No Surprises
Our fixed-fee, fully-scoped, flexible migration, upgrade, and training plans ensure you get exactly what you need at exactly the price you agreed to from the start!
– Jared Grigg
– Amanda Caspers
Less time Training
Take advantage of easy training hub navigation and accessible tools to make your implementation as simple as possible.
Structured for a fast 5-8 week completion, with OnTrack you know exactly who should be doing what at all times to keep your adoption moving.
More time Selling
Get to do what you really want to be doing with CRM faster. With OnTrack, we make learning Sage CRM quick and hassle-free.
Similar Sage CRM implementation programs can take over a year to get your team inside. With OnTrack you can have your team start selling in CRM in as little as three weeks!
The OnTrack Difference
We break up your onboarding into easy-to-follow stages designed to get you and your team using CRM in your live environment in weeks, not months.
We get your CRM installed and configured.
We prepare your Project Champion and personalize your CRM.
We provide the tools to get your team ready for CRM.
We provide in-depth training over multiple coaching sessions.
We offer services, add-ons, & workshops to take your CRM use to the next level.
Tailored for You, without the Long Setup
Don’t waste months or years paying hourly tech people to personalize your system before it’s even usable. With our pre-built add-on bundles, you can customize your system to meet your unique needs from Day One.
Quick installs and consistant updates to our CRM add-on collection mean that you’ll be adapting your business faster than your competition.
FREE with OnTrack
Our Money-Back Guarantee
You deserve to have the best service, and we are going to do everything we can to provide it.
Rest easy knowing that at any time during the period of service or up to 45 days after, you can take advantage of our money-back guarantee.
If you feel that you have not received the full value of the services as promised, you can contact Peter Wolf at 1.312.513.9333 to rectify the situation or to request a refund for the amount that you feel is warranted.
This guarantee covers all OnTrack services and fees, and excludes all software fees.
Get Help Faster
OnTrack takes advantage of Microsoft Teams to provide a quick and direct line between your company and our staff.
• Direct @ messaging with our staff.
• Drag-and-drop file sharing.
• Is available as a Mobile-friendly app.
Learn from Experts
Take part in scheduled conference calls with our expert staff who are trained to get you up-and-running with CRM quickly.
With GoToMeeting, our staff can pilot your system remotely for easy configuration and technical support.
Train Any Time
With our video training series, you can start learning how to use CRM right away, on your own time.
• Quick and easy instructions.
• Training for administrators, sales, customer service and marketing.
To see pricing tables, please view this page on a desktop.
Premium
Plan
Preferred
Plan
Basic
Plan
Designed for Businesses that:
Want to maximize their ROI with greater personalized attention.
Want to maximize their ROI but don’t need as much personalized attention.
Feel comfortable with a self-directed implementation and little-to-no hand-holding.
Coaching & Training
Access to OnTrack Hub
The OnTrack Hub is our hand-crafted learning system website for Sage CRM.
The OnTrack Hub contains a step by step guide to help get you up and running with Sge CRM using our simple, easy to follow structure and methodology.
✔
✔
✔
Anytime Training videos
Ontrack’s series of training videos are delivered by our seasoned veterans.
These videos are available to watch anytime, and are perfect for people who are just starting out, or to brush up on your Sage CRM knowledge.
✔
✔
✔
Scheduled Training Checkpoints
No matter what plan you pick, OnTrack makes sure you’re implementation is successful.
With our scheduled training checkpoints, you will have the chance to talk to our experts, via GotoMeeting, to make sure you and your team have the knowledge to use CRM effectively.
You will have a checkpoint meeting for your CRM administrator, and a checkpoint meeting your sales team. Meetings are also available for your marketing and customer service teams upon request.
✔
✔
✔
Four Scheduled Coaching Sessions
Go even more in-depth with your CRM training with our scheduled coaching sessions.
As you use and adapt to your new CRM system, it’s likely you and your team will have questions.
For premium and preferred customers, we schedule out coaching sessions to effectively syncronize with your implementation, and ensure your transition is relaxed and worry-free.
✔
✔
–
Unlimited Advisory Calls
Adopt with peace of mind. Our team is always standing by to make sure your implementation is successful.
Do you have a question or concern? Let us know, and we’ll schedule a call as soon as possible to ensure you always have access to the information you need.
✔
✔
–
Collaboration Team Access
OnTrack utilizes the power of Microsoft Teams for quick and easy collaboration between you and our staff. It’s like having a private Facebook just for your implementation.
In our MS Teams Collaboration Space, you can @ message our staff, access the OnTrack Hub and Support Portal, and easily share files and screenshots.
No Microsoft Office licenses required!
3 Users
1 User
–
Scheduled Deep Dive Sessions
Want to go in depth on a specific topic? Schedule a deep dive session with our experts.
Our team offers advanced training to make you and your team an expert on any CRM topic.
Monthly
Quarterly
–
CRM Conference Ticket
Whether you’re just getting started, or looking to fine-tune your skills, the User Conference for Sage CRM is the perfect way to accelerate your growth and knowledge with Sage CRM. Our expert speakers provide you with their years of experience, lively lecturing, and authentic coaching to show that CRM can be both fun and easy to learn more about.
• Maximize your return on your CRM investment
• Learn insider tips and tricks from the expert team at Azamba
• Share best strategies and real world experiences with your peers
• See the CRM Roadmap presentation from a Sage representative
Taking place in the Chicago area, Q4.
2-for-1 950
2-for-1 950
1250
950
Technical Services
Support Cases
Do you have a technical issue? Our IT Team is standing by to respond to your cases using our OnTrack Support Portal.
✔
✔
✔
Unlimited System Patches
System patches are put out regularly by Sage to fix known bugs and issues.
However, installing them yourself can be tricky, and can sometimes cause problems.
Our IT teams tests out all patches to make sure they will not negatively affect your system, as well as take the time to install them for you during your off-hours.
✔
✔
600
3rd Party Add-on Troubleshooting
Are you having trouble with integration of an add-on from another company?
Our team is happy to troubleshoot your issue to make sure all of your integrations are working properly.
✔
✔
–
Support Queuing (Typical Response Time)
Our IT Team is always active making sure our clients are getting swift and helpful assistance.
When our team gets busy, OnTrack prioritizes support tickets based on what plan our clients are signed up for.
2 hours
4 hours
8 hours
CRM Add-ons
ERP Toolbox
Understand sales trends, boost sales, and improve visibility for your team with the Azamba ERP Toolbox.
Search, view, sort, and run reports on Sage 100 accounting data from directly within your CRM records.
Works with or without ERP integration or integration-compatible systems, and does not require additional Sage 100 workstations.
✔
✔
15/User/Mo
Quotas Manager
Always know whether your sales team is hitting their goals with the Quota Manager add-on by Azamba.
Quickly and easily enter, edit, and view sales quotas and progress for both individual sales team members and entire sales teams.
Works with both standalone and integrated Sage CRM systems and can support a single manager or an entire management team.
✔
✔
15/User/Mo
Dashboard Guru
Transform your data from a collection of information sitting in CRM to a valuable asset that will deliver real value to your business with high-value, custom Sage CRM dashboards.
The Dashboard Guru helps you view, understand, analyze, and learn from your data like never before, all from one easy to use and easy to understand screen.
✔
✔
15/User/Mo
Automation Toolbox
Provide your customers with a consistent, high-quality experience and maximize the value of your CRM investment with the Azamba Automation Toolbox.
Automate repetitive but important tasks that might otherwise fall through the cracks when left to people who can get busy, get sick, or simply forget to follow up.
✔
15/User/Mo
15/User/Mo
Person Multi-Link
Track complex, multi-company contacts with ease with the Person Multi Link. Sage CRM’s native functionality won’t let you link a person to multiple companies.
But with the Person Multi Link, you can track all of your communications against every person and company involved, no matter how complicated those relationships are!
✔
15/User/Mo
15/User/Mo
Extras
Retired Version Support
Some CRM users prefer to keep an older version of Sage CRM.
Although support for older versions is more difficult, we offer it as an option for all of our clients.
✔
1,800 Annual
2,400 Annual
Anytime Remote Access Refusal
To maximize the efficiency of our services, our team needs to be able to access your system to fix troubleshooting and support issues without the need to go through an outside IT person.
“Anytime Remote Access Refusal” means you are unable or unwilling to provide us permanent, any-time, unassisted remote access to your system for support and maintenance.
✔
1,800 Annual
2,400 Annual
Higher Level Response Time
Do you have a CRM issue that can’t wait? That’s not a problem.
Our support team is happy to expedite any support ticket to make sure your urgent needs are taken care of immediately.
✔
250 / Incident
500 / Incident
Annual System Audit
We examine your CRM environment, resources, customizations, and monitoring tools used to track CRM activity.
The goal is to fine-tune your database, check data integrity, and track what customizations are in place in your current system.
This ensures we can to accurately assess any ongoing issues and implement the best practices for your CRM system.
✔
✔
500
Additional Coaching Sessions
Looking for additional coaching with our experts?
Our friendly staff is standing by to schedule your next session for whatever CRM help you or your team may need.
400 Each
500 Each
600 Each
Get Ready Before Getting Started
Please review our Terms of Service for important information regarding our OnTrack Success Plans by clicking here:
Terms of Service (Click to Expand)
1. All Azamba Add-ons will be disabled if you drop to a plan that does not include them.
2. “Retired Versions” means versions no longer supported by Sage.
3. “Anytime Remote Access Refusal” means you are unable or unwilling to provide us permanent, any-time, unassisted remote access to your system for support and maintenance.
4. “Higher Level Response Time” means that you want to escalate to the next level up to get a faster response.
a. Premium is the highest response level.
b. To move from Preferred to Premium is $250 per incident.
c. To move from Basic to Preferred is $500 per incident and from Basic to Premium is $750 per incident.
5. Typical response times are based on an 8:30 – 5:00 CST business day.
6. All plans are priced for up-front, annual payment.
7. Monthly plans are available and subject to the following:
a. Monthly fees are calculated as 10% of the annual fee.
b. The first month will be charged double for year one only.
c. Payments are via ACH only.
d. Plans will be charged up-front at the beginning of each month.
8. To respect our team’s time and all of our customers’ time, we have specific rules around meetings:
a. All meetings will be scheduled with a start and end time. Late arrival will not push the end time.
b. Rescheduling will be done per your Success Coach availability.
c. Many meetings will require key individuals from your company to attend. If one or more of those individuals cannot attend, your Success Coach may determine you require a reschedule.
d. Rescheduling fees will be based on the following:
i. No Shows – $500
ii. Change request with less than 24 hours’ notice – $350 rescheduling fee.
iii. Change request with 5 to 1 days’ notice – $200 rescheduling fee.
iv. Change request with more than 5 days’ notice – no charge.
Installation Requirements
The downloadable document below contains important information regarding Sage CRM installation and compatibility. Please review this information with your IT Team to ensure your company is ready to install and implement Sage CRM as soon as you sign up for OnTrack.
Are you Ready to get OnTrack?
Fill out the form below with your information and plan preference. Our friendly staff will respond promptly to discuss your contract!