FAQ

Percept CRM is a cloud application deployed on Amazon’s RDS and EC2 cloud application infrastructure which provides the highest level of industry standards for security and up-time.

By simply clicking on the following link: Try It Now

The trial provides the ability to use the full Percept CRM feature set with a 1000 record, 2 user limit and for a 30 day duration.

Percept CRM’s pricing model is 100% data utilization and user volume driven. Please refer to the Subscription Page  for current plan tiers.

Percept CRM employs data storage sizing based on the cumulative number of records utilized by your business.

Unlimited! As your business development team grows, Percept CRM’s flexible licensing allows for easily expanding the number of users within your organization.

No, we believe in offering the same level of application features to all of our clients so that they can truly utilize Percept CRM’s power to grow their business. Pricing is determined only through data and team sizing.

For extensive security, Percept CRM uses the largest global payment processing provider: PayPal and that requires an active client PayPal account. If your particular needs are such that you cannot use PayPal, please reach out to us using the Contact Us Page and we will be happy to work with you on a payment solution that meets your needs.

At any point of time you can either reduce the number of Percept CRM users, reduce to a lower plan (subject to current utilization), or terminate the account in its entirety. Your payment for the final billing cycle will be pro-rated accordingly. Please refer to our Terms of Service for more details.

The number of active users in a live account will depend on the number of users selected at the time of enrollment into one of our plans. Other than the primary user, any user that goes beyond the number of active user count, will be transferred but will be inactive. This can always be adjusted by increasing the number of active users and activating the user from the configuration panel within Percept CRM.

Your account will be activated within 24 hours of your subscription. Trial data created for the following areas will be copied over: Contact, Company, and Product.

Yes, please use the Contact Us page to describe the request and we will assess performing a data migration process for a fee that is determined by the complexity of your legacy data.

Yes. As long as your device is connected to the internet, you can get in and Percept CRM’s adaptive layout automatically adjust to the proper form factor of the utilized device.

Percept CRM boosts a large video library that illustrates it various functions in robust detail. This library is accessible either through the Video Page within Percept CRM website or directly within the Percept CRM application under the ‘Help’ tab. For additional questions feel free to reach out to us through the Contact Us form and one of our support representatives will promptly reply to your questions.

Percept CRM delivers proposal and purchase features.  Building a purchase can take place through an itemized menu driven window. The application automatically calculates the final price to the customer. From that point, an invoice can be generated with the stored company logo and header information. Proposals can be setup in a similar way and once approved, can be used to auto populate the actual purchase transaction.

CRM applications are invaluable to meeting the crucial needs of active and organized business relationship building. Percept CRM takes a streamlined, analytically advanced approach to managing the functions of client relationship management and business growth using the following principals:

Streamlined Mission Focused Design: Percept CRM’s modular design focuses on one core function at time. This provides focus and ease of navigation since both primary (such as demographics), and detailed (such as encounters, tasks) are displayed concurrently. This removes the need for efficiency wasting page changes.

Accessibility: Percept CRM is a web application that lets users access their data from any location across the world and using a variety of devices. It also means a zero installation footprint as it can use any major web browser.

Adaptive Display: All of Percept CRM’s windows and visual components automatically adjust to the available display resolution. That adjustment keeps proper aspect ratio under various display conditions.

Advanced Reporting and Analysis: Percept CRM provides a cutting edge reporting paradigm with over 100 prepackaged reports, all able to execute against the entire data set of individuals, interactions, representatives, etc.., while also allowing the results to be filtered by any combination parameters. The power pivot makes it possible to use any combination of person attributes across the X or Y chart axis to update a data visual chart.

That is done through the ‘Single Page’ web application approach which eliminates the page context confusion that plagues many web applications. This means that rather than open multiple pages, Percept CRM’s modular interface stays tight and in focus while maximizing the usefulness of the screen real-estate.

We place a premium on data quality due its immense on the client engagement process. Reference values are comprehensively used within Percept CRM to insure that selections and record attribution is documented in a standardized manner. That same data quality framework is applied when importing data into Percept CRM as data quality checks are applied on the fly to the loaded data using the reference values. A special set of data quality reports can be used to pin point data completeness and consistency issues. This framework pays great dividends in the form of consistent reporting and repeatable processes.