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The sections would be:

 

 

Bronze

Silver

Gold

Platinum

Data

 

 

 

 

- Load Your Lenders and Contacts Database

Yes

Yes

Yes

Yes

- Load “in Process” Deals

Yes

Yes

Yes

Yes

- Load Deal History – Current and Prior years

 

 

Yes

Yes

- Review & Modify keyword lists

 

 

Yes

Yes

Modifications & Customization

 

 

 

 

- Create Pipeline views to your company needs

Yes

Yes

Yes

Yes

- Create Managements views to your company needs

Yes

Yes

Yes

Yes

- Initial modification with your own business needs (1)

 

 

Yes

Yes

- Ongoing modifications to cover your business needs (2)

 

 

Yes

Yes

- Receive new releases and system revisions (2)

Yes

Yes

Yes

Yes

Training

 

 

 

 

- Initial training for your personnel (3)

Yes

Yes

Yes

Yes

- Ongoing training via Internet for new hires and/or new features

Yes

Yes

Yes

Yes

Ongoing Support

 

 

 

 

- Business support, data cleansing (Lenders, Contacts, Memos) (4)

Yes

Yes

Yes

Yes

- Application support (install application, software releases, monitor application is running, etc.)

Yes

Yes

Yes

Yes

- User support  (4)

Yes

Yes

Yes

Yes

Hosting

 

 

 

 

- Install & run DealsHelp on your server at your promises (Requires you to buy software license from IBM)

Yes

 

Yes

 

- Install & run DealsHelp on one of our servers. Environment 100% unique & private to your company

 

Yes

 

Yes

Access via Smart phone

 

 

 

 

- DealsHelp Mobile

 

 

Yes

Yes

Commitment

 

 

 

 

- 90 days cancellation option after going live, after that 2-years contract.

Yes

Yes

Yes

Yes

 

(1) If a major modification is required, we will need to discuss it

(2) If there is a government of other external regulatory entity requiring a business change, it will be released to your company at no cost as part of the new releases policy.

(3) We recommend on-site training in each location/office, however we can do training sessions over the Internet.

Out-of-pocket training expenses, such as travel, are billed separately.

 

(4) Help Desk provided via phone & email, 8:00 am to 6:00 pm CST Monday thru Friday








is a Service Mark of DealsHelp, LLC.
13302 Lakewood Meadow Dr. - Cypress, Texas 77429
(832) 447-9662 or (832) 721-7779
Fax: (281) 404-7089
sales@dealshelp.com

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