HOW DO WE DELIVER A PROJECT?
This is one of the most asked questions…well, after how much does it cost.
Yes, implementing Salesforce requires a process and it is critical in order to realize the full benefit of the tool.
Our process relies on input from you which is the reason we ask that our clients be involved throughout the project.
OUR PROCESS HAS 6 STAGES:
During the discovery stage, we work together to define your requirements in detail and create a document that serves as the solution blue print . In order to achieve this, we conduct staff interviews, we review your current processes (and possible changes) and discuss pain points. The specifications document will detail the system functionalities, the screens (fields) you will use, and the queries and dashboards you will be able to run. The success of the project can usually be traced to a well thought out requirements discovery.
Outcome: Salesforce CRM specifications document
This is the actual build of your system. In order to meet your requirements, we combine out of the box functionalities and custom built solutions.
Outcome: Functional prototype
3. REVIEW / TEST
This is your opportunity to try the database. To help, we can provide testing scripts to walk you through the common scenarios for which you will use the system. Testing will provide you with a mindset to record information as you would normally and help identify portions of the database that work well, and others that need some work. Work done here will make for a better product.
Outcome: More fitting database
Our trainings are hands-on and customized to your organization. We develop custom training material to make sure your staff knows how they will use Salesforce in their daily work day.
Outcome: Staff that know and loves to use Salesforce
5. DATA CONVERSION
Often times, the transition to the new system is smoother if your data is imported to Salesforce. It can come from a variety of sources: spreadsheets, MS Outlook, MS Access or other proprietary databases. Data conversion includes the extraction of your legacy data, the massaging to fit the Salesforce structure, cleaning and the actual import in your new database. This work needs to start as early as possible in the process.. Attention to detail will pay-off and greatly help staff adoption.
Outcome: Cleaned and well-formatted data imported into Salesforce
Database has been customized, your staff trained and your data is in. Time for the official launch. Following the launch, a post launch session will ensure smooth transition.