Salesforce.com Implementation
You and your team have day jobs. Let akaCRM implement your Salesforce CRM solution quickly and correctly the first time.
It's a very exciting moment. You've shopped around and reached the outstanding decision to use Salesforce CRM. Congratulations! You've picked the gold-standard. So now what? How many times has your team implemented Salesforce CRM? akaCRM professionals have lead hundreds of Salesforce CRM implementation projects since 2003. We've learned the lessons that will ensure your deployment is a success. Don't have a failed start. It's more affordable than you might think to have your implementation professionally and quickly managed. How Much Will it Cost -- How Long Will it Take?
- akaCRM Implementation Process - INTRODUCTION
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First, we should mention the best CRM solution deployed poorly is a poor solution. During our initial conversations, your advisor at akaCRM will ask you a variety of questions to understand your high-level needs. Depending on the results of this conversation, the following process steps may be utilized in your project. Depending on the length of your project, we will hold multiple project review meetings with you to ensure the solution is meeting your expectations. NO SURPRISES!
Click the following headers to learn more about the akaCRM implementation process.
- Discovery
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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.
- Configuration & Review
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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.
- Data Services
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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.
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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. - System Integration
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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. To receive an estimate of how we can connect your systems and empower your team, give us a call.
- User, Admin & Management Training
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Not only do companies need training on the initial deployment, but periodic feature training is recommended. Salesforce.com provides approximately three major releases a year for its Salesforce CRM product, each of which have hundreds of features. You've already paid for the application and platform. Let akaCRM improve your results by helping you keep your edge. Contact us to learn about flexible training options including live virtual (web-based) video training and class-room training.
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Phone: (877) 459-1572
