Contact us: (866)412-7242 sales@sagasolutions.com
 
       
   
 

Consulting

 
 
Needs analysis
 

A Needs Analysis of on-site services where our staff will meet with key players of your organization to determine how to improve your sales organization. We will work with your team to make sure the industry's best practices are deployed.

After the on-site survey, Saga will create a comprehensive report that provides recommendations for implementing business and software solutions that are right for your organization.

So, how do we know what is "right for you?"

Combined with our experience, we ask questions and we listen to you!

 
Report Writing
 
To achieve the full benefits of GoldMine you will need to produce reports. Saga can train you on the development of these reports, or more commonly, produce your initial key reports for you. Saga can utilize both the GoldMine and Crystal Reports engines. For full management reports, Saga prefers to use Crystal Reports as Crystal offers a greater degree of flexibility.  Common Reports include: 
  • Forecast Analysis 

  • Opportunity and Project Management 

  • Inactive Accounts 

  • Campaign Analysis 

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