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Quick Start Implementation Package

Gain an immediate return on your integrated Salesforce instance

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. 

  • Out-of-the-box Standard Package
  • Be up-and-running quickly
  • Integrated with Sage 100, 300, X3, or Intacct
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5/5

4.97 Average Rating (60+ Reviews)

Objectives

Our focus during the Quick Start Implementation is to get your staff comfortable navigating around the application and using the fundamental features of:

  • Profiling Accounts & Contacts
  • Modifying the layouts to make more sense for your organization
  • All training related to the integration
  • Providing End-user training guides
  • In the course of the Quick Start, you will gain an immediate return on your investment and have a clear idea of what you might do with Salesforce next

Inclusions

My CRM Manager will complete the technical setup of the system and then work with your staff to configure the system and get users comfortable with the fundamentals of Salesforce. This means using it to profile Accounts & Contacts as well as recording activities.

Technical Setup

  • Installation of the GUMU™ integration
  • Initial synchronization with accounting data
  • User setup
  • Changes to Layouts 
  • Apply our default User Adoption Dashboard

Training & Configuration

  • Throughout the Quick Start we will be conducting detailed discussions with your CRM administrator and steering committee related to how the system should be configured. 
  • Recommendations for optimizing and scaling
  • Coaching and direction

Agenda for 6 Configuration Sessions

In advance of rolling out Salesforce, we will need to properly set up the system so that it makes more sense for your users. Our approach is to schedule set-time weekly calls with a few key staff members. During these weekly calls we will get to know more about what you need from the system, and your team will gain a clearer understanding of the system and how it will be configured to make the most sense for your organization. 

CRM Administrator

Note – all of our projects have a defined point person to help facilitate training and support issues. We will discuss the CRM Administrator role in our first meeting.

01

Discuss Setup Options (Security concepts)

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. 

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.

02
03

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.

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. 

04
05

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.

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.

06

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. 

01

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. 

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.

02
03

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. 

Quick Start: Exclusions & FAQs

We will set up the integration, but any changes to the integration specific to your company are out-of-scope.

We will be connecting your accounting system to Salesforce and importing customer records. However, importing data from any secondary sources is out-of-scope as not all customers require this and because requirements can vary. If bringing in additional data is required, this will be done on a T&M basis.

We include creating new or updating existing fields to screens and lists as part of the Quick Start setup (sessions 2 & 3). However, we do not include conditional formatting of these fields. For example, if field X = A, then make field Y required. The options for applying conditions to fields are almost limitless, but out-of-scope of the Quick Start Implementation Package. 

The possibilities with Salesforce are almost infinite. But the Quick Start is intended to focus on the fundamentals. In the second half of the Quick Start, we will review Salesforce's advanced feature set, however, configuring any of Salesforce's add-ons or advanced features is out-of-scope for the Quick Start. Examples of advanced features include: Process automation (aka workflow), new screens, or applying scripts to screens. 
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