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Support Coverage and Additional Resources

Sage Business Care Support Services

Customers are our top priority and the lifeline of our organization. We consistently operate with our customers’ best interests in mind and offer professional assistance—through online self-service options, world-class phone support, and an extensive network of business partners, certified consultants, and authorized training centers.

Sage Support and Services teams deliver an innovative advisory approach to help Sage customers better utilize and derive more value from Sage solutions.  In addition to answering questions and resolving technical concerns, Sage proactively offers valuable advice on using Sage solutions to their fullest potential—helping customers realize a higher return on investment by: 

  • Gaining greater insight into business activities.
  • Operating business more effectively by maximizing the capabilities of Sage solutions to improve business processes.
  • Improving business efficiency by leveraging Sage solutions to reduce the time, resources, effort, and cost of operations.

Sage Business Care plans provide customers with access to a variety of valuable services, such as:

  • Optimizing the effectiveness and efficiency of Sage solutions to achieve business results.
  • Troubleshooting or resolving technical and non-technical issues that may be encountered during Sage software installation or use.
  • Identifying and recommending where additional product training would be of value.
  • Determining the need and referring appropriate resource(s) to assist with non-Sage issues.
  • Taking advantage of multiple Sage self-service support resources with access to:
    • Knowledge Management—The Sage SalesLogix Support team is dedicated to empowering customers to easily find solutions, 24/7. Benefit from industry-standard knowledge-centered support best practices that focus on rapid creation and sharing of knowledge from our Sage collective experiences.
    • Social Communities—Available 24/7, product forums are an excellent place to search for solutions, ask questions, get answers, and share knowledge and experience.
    • Web—Create Support cases online. Great for non-urgent support issues, after utilizing other self-service options.

Additional Resources

Our goal is to ensure that our customers receive exceptional service from the best resource available to answer questions quickly and accurately. We work to resolve our customers’ Sage product-specific questions and concerns however, when customers are experiencing issues outside the scope of Sage products, we will refer customers to the appropriate resource who is best equipped to assist with those issues. These resources may be the customer’s internal personnel, a Sage-authorized business partner, a certified consultant, or a third-party provider. Sage Professional Services and Sage University teams also offer a wide variety of services.

Topics that are not covered under a Sage Business Care plan, where a Sage Customer Support team member will proactively provide the most appropriate alternative resource, include:

  • Training—Sage University is the best resource for training, offering classroom training, real-time Learning, custom training, self-study guides, and an annual customer conference. Visit Sage University to search and register for courses and products, monitor your learning progress through training tracks, and join online communities with product experts and other customers.
  • Performing software, product, application, or job-related activities, such as software installation, data entry, creating reports, etc.*
  • Assisting with third-party software** (installation, training, trouble-shooting, integration, etc.).
  • Providing organization-specific consulting or consulting advice.
  • Repairing data or database issues caused by user error or third-party software.

Please refer to the following Support Coverage charts for additional information and resources. For additional questions, please contact Sage SalesLogix Customer Care at Customercare.CRM@Sage.com.

*Please note that references in this document to third-party software, products or applications, does not encompass all third-party software, products and applications that Sage provides (directly or through an authorized Sage Business Partner) as part of a customer’s solution.

**Sage SalesLogix Cloud subscription does include select installation, setup, monitoring and similar services as noted in the following Support Coverage charts.

Sage SalesLogix Support Coverage—Sage Business Care Plans

Category Sage Business Care Service Coverage Outside of Sage Business Care
Service Coverage
Additional Resources
Installation
and Upgrades
  • Clarification of any installation or upgrade steps.
  • Troubleshooting problems encountered during installation and upgrades.
  • Sage SalesLogix core product installation (Cloud only).
  • Automatic upgrades for non-customized environments (Cloud only).
  • Step-by-step installation assistance.
  • Local (on-site) or remote (via Terminal Services, GoToAssist, etc.) installation services.
  • Consulting services to install or resolve non-Sage installation issues specific to your organization’s technical environment.
Setup, Configuration
and Data Conversion
  • Clarification of what out-of-the-box fields and tables mean and how they are used.
  • Troubleshooting problems encountered during Sage SalesLogix setup, configuration,and data conversion.
  • Recommendations on usage of Sage products in your organization.
  • Sage SalesLogix core product configuration (Cloud only).
  • Consulting services, such as gaining an in-depth understanding of your organization’s needs and customizing your configuration to meet those needs.
  • Step-by-step migration of data from your previous software version or other software solution (see info in the “Import/Export” section).
  • Configuring third-party applications.
  • Creating or troubleshooting customizations (i.e. HTML, SQL scripts and triggers, etc.).
  • Training.
Data Entry/
Product Operations
  • Guidance on how to fix problems created by incorrect data entry through the Sage product interface.
  • Clarification of what out-of-the-box fields mean or processes you may find confusing.
  • Troubleshooting problems encountered with data entry or product operations.
  • Troubleshooting Sage SalesLogix product-related errors and messages.
  • Analyzing your individual transactions.
  • Advice regarding how to code individual transactions
  • Training
  • Assistance with data entry or manipulation outside the Sage SalesLogix product interface.
Import/Export
  • Guidance on proper format for importing data into your Sage product.
  • Troubleshooting errors encountered when using Sage SalesLogix data import and export tools.
  • Exporting data from third-party software or validating/formatting it for you, so that it can be imported into your Sage product.
  • Creating your data definition files or mappings for data import.
  • Importing data into a third-party product.
  • Usage and configuration questions on third-party products.
  • Training.
Reporting
and Groups
  • Clarification of what various reporting options mean.
  • Troubleshooting problems encountered when setting up or running out-of-the-box reports.
  • Guidance on basic problems encountered with Sage-provided reporting tools, such as Query Builder and Crystal Reports.
  • Creating or designing reports or groups for you.
  • Troubleshooting problems encountered with customized reports or groups, third-party reporting programs or tools (formatting formulas, parameters, etc.).
  • Assistance connecting your Sage data to third-party reporting tools.
  • Training on use of third-party products.
Hardware, Operating Systems (OS), Database Platforms, Internet Information Server (IIS), Browsers, etc.
  • Clarification of system recommendations and requirements.
  • Guidance on specific configuration settings required by your Sage SalesLogix product.
  • Setup, management and monitoring of servers, database platforms, IIS and other server-side components (Cloud only).
  • Installation.
  • Configuring vendor systems (desktop operating systems, Microsoft Server and/or SQL Server, IIS, SMTP, remote services, etc.).
  • Troubleshooting stability, performance or other problems.
  • Troubleshooting operating system issues—firewall, antivirus, permissions, etc.
  • Troubleshooting, installation, or configuration of your virtual environment (Citrix, VMware, HyperV, etc.).
  • Assistance with installation or set up of email browsers, etc.
  • Assistance with printer connectivity or configuration.
  • Training.
  • Your own IT staff.
  • Your Sage-authorized Business Partner.
  • Sage Professional Services.
  • Sage SalesLogix Community.
  • Your hardware, OS, database, IIS, or browser vendor.
Network Connectivity
  • Troubleshooting connectivity issues within your Sage product when your supported network infrastructure is otherwise working.
  • Troubleshooting connectivity to Sage SalesLogix Cloud environment.
  • Troubleshooting internet connectivity.
  • Troubleshooting other connectivity issues that exist outside of your Sage SalesLogix product.
  • Assistance with unsupported networks.
  • Installation, troubleshooting or configuration of network(WAN/LAN) security/cards/cabling/hardware/software.
  • Training.
  • Your own IT staff.
  • Your Internet Service Provider (ISP).
  • Your Sage-authorized Business Partner.
  • Sage Professional Services.
  • Sage SalesLogix Community.
  • Your external vendor.
Performance
  • Troubleshooting Sage SalesLogix performance-related issues.
  • Clarification and guidance on performance-related configuration settings required by your Sage SalesLogix product.
  • Configuring and troubleshooting vendor systems (desktop operations systems, Microsoft Server and/or SQL Server, IIS, SMTP, firewall, antivirus, security, remote services, etc.).
  • Troubleshooting stability, performance or other problems with hardware, operating systems (OS), database platforms, Internet Information Server (IIS), browsers, etc.
  • Your own IT staff.
  • Your Internet Service Provider (ISP).
  • Your Sage-authorized Business Partner.
  • Sage Professional Services.
  • Sage SalesLogix Community.
  • Your external vendor.

Sage SalesLogix Support Coverage—SDK Support Plan

SDK Support Plan available to customers with active Sage Business Care support plans for on-premises environments.

Category Sage SalesLogix SDK
Support Service Coverage
Outside of Sage SalesLogix SDK
Support Service Coverage
Additional Resources
Design
  • Clarification of what various fields, codes and assemblies mean and how they are used
  • Troubleshooting problems/error messages encountered during setup, configuration, and data conversion of Sage product
  • Recommendations on usage of SalesLogix design functionality in your organization
  • Consulting services, such as gaining an in-depth understanding of your organization’s needs and customizing your configuration to meet those needs
  • Step-by-step migration of data from your previous software version or other software solution (see information in the "Import/Export" section)
  • Configuring third-party applications
  • Creating or troubleshooting customizations (HTML, SQL scripts and triggers, etc.)
  • Training
  • Your Sage-authorized Business Partner
  • Sage Professional Services
  • Sage Learning Services
  • Your own IT staff
Build
  • Guidance on any specific configuration settings required by your development environment
  • Troubleshooting error messages related to the build process
  • Installation
  • Configuring vendor systems (desktop operating systems, Microsoft Server and/or SQL Server, IIS SMTP, remote services etc.)
  • Troubleshooting stability, performance or other problems
  • Troubleshooting operating system issues – firewall, antivirus, permissions
  • Troubleshooting installation or configuration of your virtual environment
  • Assistance with installation or set up of email browsers
  • Training
  • Your own IT staff
  • Your Sage-authorized Business Partner
  • Sage Professional Services
  • Your hardware, OS, database, IIS or browser vendor
Test
  • Troubleshooting problems encountered with data input after customization
  • Troubleshooting Sage product-related customization errors and messages
  • Troubleshoot configurations specific to customizations
  • Creating customizations
  • Creating SQL statements
  • Writing code
  • Advice regarding how to code individual transactions
  • Training
  • Your Sage-authorized Business Partner.
  • Sage Professional Services.
  • Sage Learning Services
Release
  • Advice about preparing customization for upgrades
  • Troubleshooting customization problems encountered during an installation or upgrade
  • Troubleshooting issues related to customization bundles
  • Step-by-step upgrade assistance
  • Step-by-step installation assistance
  • Usage and configuration questions on third-party products
  • Training
  • Your Sage-authorized Business Partner
  • Sage Professional Services
  • Your own IT staff
  • Sage Learning Services
  • The third party software publisher
Maintain
  • Troubleshooting connectivity issues within SData,™ Mobile or SalesLogix provider relating to customizations
  • Troubleshooting connectivity within a Sage hosting center regarding customizations
  • Creating customizations
  • Troubleshooting problems encountered with customized reports or third-party reporting programs or tools (formatting formulas, parameters, etc.)
  • Training
  • Your Sage-authorized Business Partner
  • Sage Professional Services
  • Sage Learning Services
  • The third-party software publisher