Data Services

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
Package Cost	$750	$2,800
Hours in Package	5	20
Billed in quarter-hour increments
Hourly Rate	$150	$140
Payment via Google Checkout (credit card)
Unused Time Expiration	3 months	6 months
Service Modes (via web video conference)
Side-by-Side Coaching/Training
Reactive Response to Client Logged Requests
On-Site Options Available	call	call
Supported Contact Methods:
Web-Case Logging (24 x 7 x 365)
Email Support Logging (24 x 7 x 365)
Phone Support (8:30am to 6:30pm CT, weekdays)
Assigned Primary Relationship Manager
Service Level Agreement

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.