 |
eSolutions Force
can help you to:
• Achieve high user adoption of salesforce.com, quickly
realizing success with salesforce.com
• Automate many of your customer-facing processes
• Properly configure salesforce.com to meet your specific
needs
• Import customer, lead, and other information into
salesforce.com
• Customize salesforce.com to incorporate information
unique to your business
eSolutions Force
recognizes that your customer-facing processes are unique.
So we take the time first to learn about your business.
Based on this initial consultation, we often can provide
you with a Statement of Work (SOW) for your implementation
of salesforce.com.
A Successful salesforce.com
Implementation Methodology
By fully understanding your business processes and CRM
objectives, eSolutions Force can help you implement
salesforce.com quickly, affordably, and effectively.
The typical implementation takes 3 to 8 weeks. To implement
faster, eSolutions Force recommends a phased approach,
implementing sales force automation first. Our implementation
methodology includes the following services:
Kick-Off and Discovery.
At the Project Kick-Off Meeting we identify CRM objectives,
key milestones, participants, timelines, and responsibilities.
This meeting is shortly followed by Discovery sessions
and questionnaires to determine your detailed requirements.
We analyze your customer-related business processes,
customization needs, and data requirements. This on-site
meeting is facilitated with worksheets and questionnaires
designed to maximize your time and resources.
Configuration.
Based on the knowledge gained in the Discovery phase,
eSolutions Force will configure and customize salesforce.com
to meet your specific needs. We review all changes with
you. We make additional changes as necessary to ensure
that your customization requirements are met.
Data Migration.
We work with you to migrate your current customer information
(which may be stored in separate databases and other
sources) into your salesforce.com database. We also
offer direction in cleansing your data and advice to
make the transition as smooth as possible.
Customization.
You probably have special customer information that
does not fit the standard salesforce.com data model.
We can customize salesforce.com for you, adding custom
database tables, reports, queries, and forms for storing
this information in a unified CRM system.
Training.
We offer classroom, Web-based, and one-on-one instructor-led
training for new users, existing users, and administrators.
In addition, we offer training on various functional
areas of salesforce.com. We can customize the curriculum
for your specific needs, if necessary.
Reporting and Analytics.
We can create reports, views, dashboards, and alerts
to make sure that the right information is brought to
the attention of the right people at the right time.
Your decision-making capabilities are improved as key
information does not “slip through the cracks”.
|