Customer Relationship Management (CRM)

Requirements on your In-House Server:

• Hardware (Minimum Requirements – the bigger the specifications the better the system will run):

  • This always depends on what other applications are running on the server that you will be installing the Sage CRM product.  If you have it on its own stand alone server, then the following will be applicable;

    • Preferably a dual core processor with 2 Ghz or over.

    • At least 2 Gig of RAM memory. (See Server memory notes below)

    • The hard disk will depend on the amount of documents & emails you intend to store against your Customers and Sales.   An 80 Gig drive should be more than enough if it is not being filled with lots other stuff.

• Operating System; (all must have latest service packs).

  • Windows 2000 server.

  • Windows 2003 server.

  • Windows XP Professional (Not Home edition).

• Microsoft Internet Information Server (IIS) – this should be included in the above operating systems.

• Microsoft SQL 2000 or 2005.

• You may keep the Web Server and the Database Server on the same machine as long as the database does not go over 2 gig.

• Microsoft Office (2000 or later) if you intend to use the upload, template and mail merge features in CRM.

NOTE:  If you are installing this for over 50 Users, then we will need to readdress the requirements.

Server Memory:

Database server memory size is critical to performance and should be no less than the anticipated database size after one year plus 1 gigabyte. If you expect the database to be 6 gigabytes after one year plan on a server with at least 7 gigabytes of memory. If this rule of thumb indicates a server with 4 or more gigabytes of memory you should deploy Windows 2003 64-bit edition with 64-bit database software.

• Adobe reader – which you can get free from www.adobe.com

• MS Internet Explorer V6.0 or greater.

• MS Office – 2000 or later.

• If you require Outlook integration;

o   2000 with SR-1 or above, Outlook 2002 (XP), Outlook 2003 or Outlook 2007.