To get a BQM Eval set up, email Ellen/Jill with the name, email, and org name/OID with your request. Please use the email below or the sugar email template Sales: Eval BQM.
Hello <insert name>,
I hope this finds you well. I received your request for a free trial of Bequest Manager and we're happy to supply it. We've gotten you set up with a free 90-day trial, and you <will receive/should have received> two emails from gwsetup@pgcalc.com, one with your username and the other with your password and a variety of helpful links. To highlight one of them, there is an intro guide that is very useful in figuring out what you’re looking at. We also have scheduled orientations every month to have one of our experts show you how to use the software (the next being <ADD INFO HERE>), and we’d also schedule something around your availability if you’d rather.
Just as a heads up, your temporary password will expire after 24 hours. If you're not able to get into the software in that time, please let me know so I can have it reset.
While you are using Bequest Manager, you have unlimited access to our client services team. From login to usage questions, you can contact us as often as you need to. The best way to contact our Client Services team is to call (888) 474-2252 or to email support@pgcalc.com.
If you have any questions, please don’t hesitate to reach out.
Best,