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salesforce.com CRM Implementation

We deliver a fixed scope, competitively priced solution to map salesforce.com to solve your business challenges. 

  1. Business Process Review  What do you do now? Who does it? What do you need in the new system? What do you want salesforce.com to do for you?
  2. Statement of Findings We deliver a clear roadmap of how we are going to deliver our services. This clear plan will outline what we are going to do and when we are going to do it.
  3. CRM Configuration. We will configure and design your system based on the information obtained during the Business Process Review
  4. Migrate Data Evaluate and migrate data into your new salesforce.com system.
  5. Boardroom Pilot We will demonstrate how the system will work once it goes live and refine the system based on your feedback.
  6. Create Reports and Dashboards We create reports and dashboards so that you can assess how your company is doing. Everyone from executives to managers to individual sales reps are never more than a few clicks away from the insight they need to make smart business decisions and access Key Performance Indicators.
  7. User Training We will teach your staff how to do what they need to do for their jobs. Includes a custom user's guide.
  8. Administrator Training Administrator training is provided throughout the entire implementation. A formal presentation pulls it all together at the end of the project
  9. Post Go Live Support Most of our clients engage in Post Go Live Support to gain more High Value Tactical Knowledge Transfer after the project conludes. Clients use our Admin On Demand to balance salesforce.com Admin needs when the need extra salesforce.com help.  

Product feature 1

CRM Optimization Challenge

Take advantage of our Free One Hour CRM Optimization Challenge. We offer a 1 hour discovery session  to outline value enhancements to get the highest performance out of your CRM investment. We deliver a clear plan of how to get more out of your salesforce.com with a simplified approach. Contact us to schedule a Health Check up. It's time to get your SaaS back in in order!

 

 

 

 

 





(484)443-4560

 

 

 

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Product feature 1

On-Going Consulting

On Demand admin services (remote & onsite). We provide administrative and strategic advice on how to use salesforce.com to provide support on a monthly basis. High value to your organization at an economic cost. Leverage our salesforce.com knowledge to train, configure, build reports, project manage, and integrate. 

 

 

 

 




 

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