Success Factors


(Pricing is based on an implemented, all-inclusive solution for your success)

APS Group 3.0 for MS CRM! (Hosted & Local Versions Available)

 AdvisorPower™ Features    Benefit you with

Fully Customized For Employee Benefits

ü        Full Implementation by a Certified AdvisorPower Consultant™

ü        Automated Tools And Reports

ü        Forced “Rules” On Data Entry

ü        Full Training

ü        Integrated With:

o         Outlook For Automated Email

o         MS Word For Automated Letters and Renewals Notices  

o         Contact Management such as:

§          Full Client History  

§          Shared Calendars  

§          Email Merge  

§          Marketing Management

§          Service Management   

§          Sales Management  

§          Reporting  

§          Shared Knowledge Base  

§          Company Library  

ü        Proven Technology that Works

ü        FAST Implementation by Business Consultants who KNOW your industry

ü        Turnkey Reports to better manage your reps and clients

ü        Quick learning curve means faster ROI

ü        Integration with Leading Software means less training time with familiar software allowing you to focus on generating efficiencies and better client communication services

ü        Required Service & Licensing Plan $499 per annum per office for effective ongoing management of the technology.

ü      Premium Service Plans available  

 

 

 

Other Services

Data conversion and upgrades

Further Customization of your unique Processes

Remote Synchronization

Offsite Data Back up

Custom Application Development (Software And Web)

Optional Service Plan: Premium Service Plan with quarterly visits, database maintenance and ongoing training $3500 per year.