Salesforce.com Implementation

Before you begin your deployment, have a plan. You wouldn't build a house without a set of blueprints, so why deploy your Salesforce CRM or Force.com project without a plan? Don't lose team credibility as a result of a failed implementation. Let akaCRM design implementation, training, communication and roll-out plans to improve your results. We provide requirement specifications, mapping of existing business processes, and gap analysis assessments where applicable.

We work hard to understand what problems our clients are trying to solve and create measurement systems to ensure expectations are met. Contact us to have a no-obligation conversation about your project.

akaCRM was built on the principle that you shouldn't pay for our learning curve. With that in mind, we have staffed our team with EXPERIENCED salesforce.com specialists with years of experience deploying Salesforce CRM for clients. In most cases this step of the process is done remotely from our offices. We will have a number of configuration review sessions based on the size and scope of your project so that we may review with you the interim progress we are making and ensure that we stay in alignment with your expectations.

What system would be complete without data. In our experience, our clients' data resides in many places: Outlook, Excel spreadsheets, the accounting system, ERP systems, personal contact managers, etc. To ensure your team is off to a running start, we can help you make the decision on what data to migrate to Salesforce CRM and get the data moved. We believe that for your team to be the most effective, they should spend minimal time re-entering data. Training becomes most effective when they train on the fully configured Salesforce CRM which has been configured specifically for your organization and has been pre-loaded with your company's data. Data services are something we do very well and have considerable experience with.  We identify 5 distinct areas of data services:

1. Extraction - getting the data out of your legacy systems.  In some cases our clients prefer to handle this part of the job because in doing so they can review data quality.
2. Transformation - take the opportunity to clean up the data.  Examples include replacing codes with meaningful labels and standardizing picklists.
3. Loading - getting the data into Salesforce. This includes mapping the fields from your output file to the objects and fields in Salesforce CRM.
4. De-Duplication - eliminating duplicates.  Leads, Accounts and Contacts are the most common areas for de-duplication.  Salesforce CRM contains a merge tool for one-by-one de-duplication of Leads, Accounts and Contacts. For more mass de-duplication and more complex projects, we recommend DemandTools from CRMFusion.
5. Enrichment - populating missing data.  For your vital Leads, Accounts and Contacts, our clients are often interested in ensuring that address, industry, SIC codes, phone numbers, revenue size, employee count and other key demographic data is populated.  akaCRM works with a variety of companies to complete this exercise.

Two affordable data service package options for existing salesforce.com customers:

Support Packages	Package I	Package II
{yootooltip title=[Package Cost ]}Price based on on-line purchase through our Google Checkout service above.{/yootooltip}	$750	$2,800
{yootooltip title=[Hours in Package ] width=[500]}When you are out of hours, switch between Packages based on your expected need. Buy more hours to reduce your rate.{/yootooltip}	5	20
{yootooltip title=[Billed in quarter-hour increments ] width=[500]}Many requests can be handled in as few as 10-20 minutes by our salesforce.com experts.{/yootooltip}
{yootooltip title=[Hourly Rate ]}Work performed will be deducted from your plan balance at the rates shown. Larger firms charge $200 or more for similar expert salesforce.com data services.{/yootooltip}	$150	$140
{yootooltip title=[Payment via Google Checkout (credit card) ]}For your convenience and to keep our rates low (by minimizing our invoicing and collection process), we utilize Google Checkout as our payment process.  The rates included in these support packages are based on purchasing on-line by credit card through the secure Google Checkout process. When you complete your on-line purchase you will receive a receipt and confirmation by email and we will be able to immediately begin receiving your requests. If you need other billing options, let us know and we can make appropriate arrangements with you.{/yootooltip}
{yootooltip title=[Unused Time Expiration ] width=[500]}Any unused time in your support package will remain available to you for up to the number of months shown. We can provide your a report at any time with remaining hours and a detail of services provided.{/yootooltip}	3 months	6 months
Service Modes (via web video conference)
{yootooltip title=[Side-by-Side Coaching/Training ]}We are happy to roll-up our sleeves and schedule time to walk you through any issue so we get it fixed and get your trained at the same time!{/yootooltip}
{yootooltip title=[Reactive Response to Client Logged Requests ]}If you have a project that you want to log, but don't need to be involved, you can log a case with us through our support portal or send an email to our help desk. These options are available 24 hours a day, 7 days a week, 365 days per year. Both will be immediately acknowledged with a case #. Our salesforce.com experts will work your request and confirm by email when it is done.  You can always log into our support portal and see the status of your request.{/yootooltip}
{yootooltip title=[On-Site Options Available ]}We think you will really like our virtually delivered service which includes us providing our live streaming video so you can actually see us. One of the reasons we can keep our rate so low is because we minimize the waste of travel time (and its environmentally friendly). If you still feel you need an on-site resource, give us a call and we can make appropriate arrangements with you. Minimum hours and a premium rate applies.{/yootooltip}	call	call
Supported Contact Methods:
{yootooltip title=[Web-Case Logging (24 x 7 x 365) ]}Once your payment is approved you will receive credentials to our secure Support Portal. Through this portal you can enter new requests, check on and update the status of existing requests, add attachments and get other helpful self-service solutions. New requests will be automatically acknowledged with a case # which will alert one of our support specialists. The akaCRM Support Portal is available to you 24 x 7 x 365.{/yootooltip}
{yootooltip title=[Email Support Logging (24 x 7 x 365) ]}Once your payment is approved, you will also receive a special support email address where you can email requests and questions. Email requests will automatically alert our support specialists and create a case within our support system and you will receive an email confirmation with your case #. Your case will also be visible in the Support portal. akaCRM email support logging is available to you 24 x 7 x 365.{/yootooltip}
{yootooltip title=[Phone Support (8:30am to 6:30pm CT, weekdays) ]}We accept phone requests and inquiries during normal business hours of 8:30am to 6:30pm Central Time, Monday-Friday, excluding holidays. Calls are prioritized based on the Service Level Agreement below. If you have a request outside of our phone support hours, you may log your request/inquiry via our Support Portal or Support Email. If the request is of an urgent nature, one of our support specialists will monitor the inquires during non-business hours and can respond as appropriate.{/yootooltip}
{yootooltip title=[Assigned Primary Relationship Manager ]}All akaCRM support clients will have a primary relationship manager assigned who will be your advocate. Requests and questions logged under the support plans may be worked by your relationship manager or a member of our expert salesforce.com support team under the supervision of your relationship manager.{/yootooltip}
{yootooltip title=[Service Level Agreement ] sticky=[0] width=[500]}akaCRM identifies each work request according to the following schedule: P1: Total outage to all users - worked continually until resolved P2: Partial outage or multiple users impact - worked behind P1 cases P3: Single user impact - worked behind P1/P2 cases P4: Question/adim request - worked behind P1-P3 cases Within one hour of your question/request, you will receive an email acknowledge including a case # and other details. Within 1 business day we will either complete P4 cases or will update your case to provide an ETA on completion.{/yootooltip}

In-Scope Services for Data Service Packages:

• Tools Supported: Data Loader* from salesforce.com; LexiLoader* from PocketSoap; DemandTools, PeopleImport, and DupeBlocker from CRMFusion; CongaComposer, CongaCourier, CongaMailMerge, and CongaExtremes from AppExtremes; FormAssembly, Microsoft Excel integration and other mutually agreeable third-party data and form tools. *If the tool requires use of the salesforce.com API and you are a Professional Edition client, you are responsible for obtaining access from salesforce.com to the API so that we may complete the services. We are happy to assist in the request with salesforce.com, but the decision and enabling capability is entirely at salesforce.com's discretion.
• De-duplication: requires DemandTools licensing for your salesforce CRM or Force.com deployment
• Training (training on tools supported above)
• Salesforce.com Support: Services included under our general salesforce.com Support Services offering
• Other (other support services as requested and agreed by akaCRM)

Excluded Services from Data Service Packages:

Custom Development with APEX, Visualforce, Sites, Pages, Triggers, Outbound mesages or Static Resources; system integration; AppExchange consulting and application development; initial set-up of custom customer portal, single-sign-on, partner portals or S2S; requests requiring an akaCRM project manager other services not already included on the In-Scope Services for Support Packages list this Data Services list or otherwise accepted by akaCRM. If you have needs that fall under this Excluded Services list, contact us so that we may have a qualified individual give you a call and provide you with a custom quote

Our "data therapists" can also help you with stand-alone data projects for incremental success.  We easily support projects with hundreds to millions of records.  Contact us to discuss how we can begin to improve your results.

Information in your various enterprise systems becomes many times more valuable when systems are integrated. akaCRM will work with you to design and manage any necessary integrations. There are a number of out-of-the-box integrations for entry level solutions like Quickbooks and custom solutions for connecting your Salesforce CRM or Force.com applications to data warehouses, ERP systems, accounting solutions and other enterprise databases. akaCRM is a Cast Iron Systems partner. To receive an estimate of how we can connect your systems and empower your team, give us a call.