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Resources at Your Fingertips

The Sales Ally relationship management software is supplemented by this online documentation, below, to provide all the resources you need. Know more, work smarter, achieve success!

Sales Ally Training Manual -

Here's a nice manual for ​use by all your team members.

Feel free to download it and review as needed.

Sales Network Installation Instructions -

Considering the multi-user version of Sales Ally?

Then dig into this handy LAN network installation guide.

Sales Ally Features Overview -

Here's a nice overview of all the features at your fingertips!

Read this for review or training.

Sales Ally Features and Pricing Brochure -

This graphical PDF file gives you more information 

at the click of a mouse. Open for a nice overview.

Sales Ally User Manual -

Complete and detailed manual of all functions, complete

with Table of Contents and Pagination.

​Benefits of Using Sales Ally -

A step by step list of all the benefits accruing from

the daily use of this powerful advisor-centric CRM

Sales Ally Support Service Overview -

How we provide user support by e-mail, phone, chat,

Help Desk, software updates, CD upgrades, 800-582-6947 help

number and much more.

On the Sales Ally Software Team, we're fascinated with what people have done using the Sales Ally CRM application to build business. Happy users have come up with some really amazing growth outcomes! Lately, we've also been paying a lot of attention to how people use various features. We looked at whether the application has stumbling points (and where they are), what common features every user wants in their CRM application, and what tricky areas need deeper explanations than we can give by replying to e-mail or phone calls. As a result of identifying these areas, we've written a few in-depth technical articles or Bulletins in the docs above. Each is meant as a "Deep Dive" into a specific topic, and is available here online in an easy to use format on our Resources web page. Take some time to review all the links to online bulletins, documents and application articles coming out of our workshop.

Training Service Available

Training in the Use of Ally CRM Software is an Investment in Improved Business Income. Do you want to grow your business and increase your income? Do you want to have the ability to have your call back list at your fingertips and search for certain clients at the drop of a hat? Statistics show that most CRM software users  only use about 20% of the features of their CRM. The Ally CRM  products are a comprehensive CRM solution that includes mailing lists, call lists, custom user fields and interest fields, note taking with date and time stamps along with reports and mailing labels for instant data retrieval for viewing and printing. If you are interested in learning more about the features you might not be using in the software, please contact us to schedule a fun and easy training session. It's only $100 per hour and has a great return on investment of time in improved business outcomes. We look forward to hearing from you via e-mail to

Web Ally CRM

And, for those seeking cloud-based, software as a service (SaaS) CRM, look no further as Sales Ally has been expanded to Web Ally CRM at

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