The first three steps of Solar eCRM are:
You commence Solar eCRM as a thirty day no obligation free trial. You do not need to provide payment details to access this thirty day no obligation free trial. However you need to authorize different users.
You shall empower all your employees when you authorize them as Solar eCRM users. Each user type is granted a different level of access. For example an ‘Installer’ user may access documents and modules relevant to an installer’s workflow. An ‘Admin’ user is the system administrator and may access almost all features. An ‘Admin’ user is recommended for senior staff with computer skill. You invest in recruiting and training staff. Solar eCRM aids them to become more efficient, professional, dependable and productive.
Your company logo signifies professionalism and character. A well positioned logo is a low cost method to project your company as an established brand with whom to do business.
The initial process to configure Solar eCRM includes uploading your company logo. This ensures your company logo shall be placed appropriately in every document you dispatch.