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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 immediately see the gains of an integrated system and how that impacts the efficiency and productivity of staff members. This package includes all the initial technical work, user training, as well as some key features that focus on user adoption.

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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 companies and people
  • Getting comfortable recording our interactions
  • 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.com. This means using it to profile companies and people as well as recording interactions.

Technical Setup
  • Installation of the GUMU™ integration
  • Initial synchronization with accounting data
  • User setup
  • Training
Training & Configuration
  • 6 sessions with a Salesforce Administrator who will guide you through the transition
  • Homework assignments!
  • Controlled success
  • Recommendations for optimizing and scaling
  • Suggested next steps

Schedule for 6 Training & Configuration Sessions

01

Discuss Setup Options (Security concepts)

After Salesforce has been activated and the integration configured, we will schedule pre-group training call to discuss user setup. I.E. security concepts, users that need to be setup, who needs to see what, etc. our kick-off call.

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

Kick Off (Navigating Salesforce)

After Salesforce has been activated and the integration configured, we will schedule our kick-off call. In this first call, we will focus on accessing and navigating around Salesforce. 

02
03

Profile Review

A fundamental setup task is to create fields in your Salesforce instance that make perfect sense for your particular organization.  We will talk through this, demonstrate various examples and ask users to give thought to what will make sense to them. 

Profile Review

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

This marks the conclusion of the Quick Start. Users will now have a good handle on the fundamentals of Salesforce and be in a good position to decide on what should happen next.

06

Quick Start: Exclusions

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 of 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 list 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. 

Quick Start: Costs?

Our Quick Start Implementation Package is priced at $10,000. This excludes software licensing. Check out our Pricing Calculator to see how much Sage CRM would cost for your organization.

Quick Start
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