The Sales Productivity Pack is a monthly subscription that can be canceled at any time with 30-days’ written notice. The credit card used for initial purchase will be charged on a monthly basis until canceled. Price is per known user with a minimum requirement of 5 users. This means that although you may have 10 CRM users, you may only need the tool for your 5 account reps, therefore you need to only purchase a license for those 5 account reps (users). As you change users you may reassign the licenses. When you hire a new account rep they will require a new license, which you can add to your order at any time.
After purchasing the Sales Productivity Pack, you will be provided with a download link within your receipt, that is also accessible at any time from your account page. After you download the solution package, a technician will contact you to coordinate installing and configuring each module.
Compatibility with CRM is as follows:
- CRM Call Planner: Dynamics CRM 2015 and higher (on-premise) and Dynamics 365 Sales Online
- CRM Call Planner Mobile: Dynamics CRM 2016 (on-premise) and Dynamics 365 Sales Online