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Good morning, I'm currently advising an insurance agency about CRM adoption and they are willing to purchase the cloud version. However, I'd like to know about the following things in order to take a proper informed decision:
- Is there a way to connect to the underlying DB tables in the Cloud version? Client wants to keep using their dashboarding software thus requiring some kind of connection.
- Is there a way to download the backup from the Cloud version? What does this backup contain?
- Are upgrades automatically applied in the cloud?
- How are users and resources counted when setting up a portal for external clients?
- Is it possible to set sales goals for products/teams/users? Is it possible to set recurrent billing for customers that pay in installments?
- What are the available hours for Cloud support? Is there a SLA regarding answer time?
- Is there a way to connect to the underlying DB tables in the Cloud version? Client wants to keep using their dashboarding software thus requiring some kind of connection.
- Is there a way to download the backup from the Cloud version? What does this backup contain?
- Are upgrades automatically applied in the cloud?
- How are users and resources counted when setting up a portal for external clients?
- Is it possible to set sales goals for products/teams/users? Is it possible to set recurrent billing for customers that pay in installments?
- What are the available hours for Cloud support? Is there a SLA regarding answer time?