Profiling Solutions is a nationally recognized reseller of Sage SalesLogix, President's Circle and SugarCRM, Top Performer. Our eCopierCRM template enhances both best of breed solutions with fuctionality designed for the Dealer market and integration with e-automate™. Offered as an On Premise or Cloud Hosted solutions, eCopierCRM provides a tailored and customizable solutions that enhances your organization.
Both Sage SalesLogix and SugarCRM offer complete CRM solutions:
- Lead, Contact, Account, Opportunity, Campaign, and Project Management
- Customization: unlimited fields, tables, forms, and business rules.
- Mobile Applications
- Email and Calendar Integration
- Field Level and Record Level Security
- Third-party applications solutions: Social CRM, Email Tracking, Lead Scoring and Workflow, Project Management, Alert Management, etc.
- Primary Views for Equipment, Contracts, Leases, Competitive Equipment
- Filtering and grouping functionality on all Entities and Fields
- Accounts Receivable Summary
- One-Click Recording for History
- Mobile Access
- Service History
- DQM Integration (SalesLogix on Premise)
Profiling Solutions provides a quick start template that provides immediate and demonstrable return on investment in a short period time. We support customized solutions that retain your ability to upgrade while preserving your custom business processes.
Supporting a diverse range of companies but with domain expertise in the dealer industry, we successfully develop and deploy the appropriate system for your organization. Our deployments range from 5 to 350 users and often include integrations with legacy systems and other applications.
We are a trusted partner and advisor with our clients and expect a long-term mutually beneficial relationship.