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Bronze
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Silver
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Gold
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Platinum
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Data
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- Load Your Lenders and Contacts Database
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Yes
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Yes
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Yes
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Yes
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- Load “in Process” Deals
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Yes
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Yes
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Yes
|
Yes
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- Load Deal History – Current and Prior years
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Yes
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Yes
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- Review & Modify keyword lists
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Yes
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Yes
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Modifications & Customization
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- Create Pipeline views to your company needs
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Yes
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Yes
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Yes
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Yes
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- Create Managements views to your company needs
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Yes
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Yes
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Yes
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Yes
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- Initial modification with your own business needs (1)
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Yes
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Yes
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- Ongoing modifications to cover your business needs (2)
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Yes
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Yes
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- Receive new releases and system revisions (2)
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Yes
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Yes
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Yes
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Yes
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Training
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- Initial training for your personnel (3)
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Yes
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Yes
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Yes
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Yes
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- Ongoing training via Internet for new hires and/or new
features
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Yes
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Yes
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Yes
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Yes
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Ongoing Support
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|
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- Business support, data cleansing (Lenders, Contacts,
Memos) (4)
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Yes
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Yes
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Yes
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Yes
|
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- Application support (install application, software
releases, monitor application is running, etc.)
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Yes
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Yes
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Yes
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Yes
|
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- User support (4)
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Yes
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Yes
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Yes
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Yes
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Hosting
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|
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|
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- Install & run DealsHelp on your server at your
promises (Requires you to buy software license from IBM)
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Yes
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Yes
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- Install & run DealsHelp on one of our servers.
Environment 100% unique & private to your company
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Yes
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Yes
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Access via Smart phone
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|
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- DealsHelp Mobile
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|
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Yes
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Yes
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Commitment
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- 90 days cancellation option after
going live, after that 2-years contract.
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Yes
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Yes
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Yes
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Yes
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