Our Quick Start Implementation Package is perfect for companies who want to kick off their integrated CRM initiative off on the right foot. This package includes all the initial technical work as well as providing your team with coaching and direction.
After Salesforce has been activated and the integration configured, we will schedule a pre-group training call to discuss user setup. I.E. security concepts, users that need to be setup, who needs to see what, etc.
Week 2
Kick Off (Navigating Salesforce)
Next, we will schedule our kick-off call. In this call, we will focus on accessing, navigating and the options you have.
Week 3
Profile Review
Based on your feedback, we will create fields and modify layouts so that your Salesforce instance makes more sense for your particular organization. We will talk through this, demonstrate various examples and modify the system as required.
Week 4
Working from MS Outlook
In this session, we will be collecting additional feedback from the group on what fields/options are required and start putting them into the system.
Week 5
Review of Advanced Features
If users have been doing their homework, then at this point we can go deeper into understanding some of Salesforce’s more advanced functionality. This can include: process automation, working with the accounting integration, opportunity management, reports and dashboards, etc.
Week 6
Deciding Next Steps
As we wrap up this phase of implementation, the steering committee will have a good handle on the basics and a solid plan for end-user deployment.
Agenda for End User Training Sessions
After the sessions with your CRM steering committee, the system will make more sense for end users. In the end-user training sessions, we focus on the fundamentals of navigating, updating information, and working from Outlook.
Week 1
Navigating Salesforce
In this first session, we will provide an overview of how to access and navigate CRM. At the end of this session, there will be a minor homework assignment.
Week 2
Profiling Accounts & Contacts
Users will learn how to update accounts AND how to provide meaningful feedback. *Typically, we get lots of great suggestions in these user sessions.
Week 3
Working from MS Outlook
Adding data to Salesforce is easy when using MS Outlook integration. Often, most of the data created within Salesforce originated from Outlook.
