We are committed to enhancing your organisation’s Salesforce.com CRM effectiveness by offering a full array of implementation solutions.
Successful Salesforce.com implementations require a great deal of planning, commitment and strong support from your company’s leadership team. We offer a number of different implementation methods and other implantation services such as:
- Gap Fit - Project based methodology for implementing custom Salesforce CRM functionality.
System Integration - Integration of Salesforce.com with external systems and services
Salesforce.com’s leading CRM and cloud-computing solutions have thousands of companies around the world effectively managing their customer relationship databases through multiple channels. At AdvanceForce, we go above and beyond to ensure that all aspects of your Salesforce CRM implementation is effectively managed—every step of the way.
Meet and beat these 8 CRM challenge
AdvanceForce’s agile, project based implementation methodology is designed to enable a successful deployment of Salesforce.com. A typical AdvanceForce project implementation lifecycle includes the following:
By customising your implementation solution to match your unique business needs, AdvanceForce enables your organisation to benefit from enhanced effectiveness and greater ROI for your Salesforce.com investment.
Five steps to a successful implementation
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 AdvanceForce design implementation, training, communication and roll-out plans to ensure your ultimate CRM success. 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.
You shouldn’t pay for our learning curve. With that in mind, we have staffed our team with experienced salesforce.com consultants that have been involved with many Salesforce CRM implementations. We will have one or more scoping sessions based on the size and scope of your project. We will also review interim progress regularly to keep you informed of progress and ensure that we stay in alignment with your expectations.
Information in your various enterprise systems frequently becomes more valuable when systems are integrated. AdvanceForce consultants will work with you to design and manage any required integrations. We make use of Salesforce and other well proven integration tools as well as custom integration solutions for connecting your Salesforce CRM or Force.com applications to data warehouses, ERP systems, accounting solutions and other enterprise databases. Contact us if you want us to assist you with Salesforce integration requirements.
Our clients’ data often resides in many places such as Outlook, Excel spread sheets, 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 organisation and has been pre-loaded with your company’s existing data. We also believe that you current most likely need to be cleansed, de-duplicated and properly structured.
9 steps to effective change management
3 Key areas for measuring user adoption
Using incentives and rewards to boost user adoption
We have identified 6 different types of data services:
- 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.
- Transformation – take the opportunity to clean up the data. Examples include replacing codes with meaningful labels and standardising pick lists.
- Restructuring – Data standardisation. Applying standardised data conventions and formats has a major effect on data usability and appeal. It creates a sense or organisation and leads to greater ownership of enterprise data.
- Loading – getting the data into Salesforce. This includes mapping the fields from your output file to the objects and fields in Salesforce CRM.
- 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.
- 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 sise, employee count and other key demographic data is populated.
By focusing on measurable results and stakeholder involvement, our project management services allow our clients to align project goals with business strategy, make timely decisions for mid-course corrections, and complete project within defined scope, quality, time and cost constraints.
Administration Training and Update Services
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, all of which have hundreds of features. You’ve already paid for the application and platform. Let AdvanceForce improve your results by helping you maintain your edge.
Our training and update services may also include:
Release reviews of the latest features available from Salesforce.
Advice on the implementation of new functionality that becomes available three times per year.
Recommendations to improve your overall CRM results, user adoption and usage.
How much will it cost? - How long will it take?
These are very frequent questions. Because your needs are unique, the functionality, effort and cost of your project will be unique as well. To help you answer the cost and time questions, we will offer to do a “Scope Call or Meeting” at no cost to you to better understand the project and obtain enough information to provide a reasonable estimate. Following the call, we will typically provide you with a comprehensive report of the functionality to be deployed and cost. In preparation for the Scope Call, here are some questions for your consideration:
Objective – What are the objective(s) of the project or the initiative?
Users – Who will be using the system? What are their job roles, functions and responsibilities in your organisation? How many users in each role will need access to the system?
Reporting – What types of reports, measurements or analytics are you expecting (high level discuss only during our scope call; we will drill into great detail during the discovery portion of the project).
Mobility – Do your users have iPhones, Blackberries, iPads or other mobile devices? If so, be prepared to discuss if you want users to have access to your salesforce.com data from mobile devices and what type of devices they use.
Email – What email client do you use? MS Outlook, Gmail, Mac Mail, other? If you are an Outlook user, know what version of MS Office (2003, 2007, 2010, etc.) and if you are backed by an Exchange server.
Campaign Management – Do you have at least one dedicated marketing person and will you need to track marketing efforts like trade shows, email blasts, mailings, webinars or other events? Do you do mass-emails? If so, what tool do you use and what are your expectations for what salesforce.com will handle in this regard?
Lead Management – Do you purchase lead lists, get lists from trade shows or receive any meaningful volume of leads through your organisation’s website? Be prepared to discuss where leads come from and how you qualify them.
Account/Contact Management – This is basic for most all deployments: keeping track of various companies and people. We will enhance the attributes for segmenting your relationships in the discovery meeting during the project.
B2B or B2C – Is your organisation a business-to-business (B2B) organisation, business-to-consumer (B2C) organisation, or both? B2C has special configuration considerations, so if you deal with individuals which may not be associated with a company (e.g., consumers, home owners, donors, etc).
Opportunity Management – Do you expect to track opportunities, (sales or deals) and develop a forecast? Do you have goals or quotas for your team to track?
Quotes – If you sell a product or service, how do you generate quotes/proposals today? Will you continue to do it the ways you have, or do you expect salesforce.com to generate these documents for you?
Currency – Do we need to make provision for multi-currencies?
Customer Service – Do you have a dedicated customer service or support team? What software do they use to manage tickets, cases or issues? Do you want salesforce.com to take over this functionality?
Portals – do you need your customers or partners to have login access to portions of your salesforce.com data?
Data – do you have data to be loaded into the system (one-time initial data loads)? If so, what is the format of the data (e.g.,. excel) or where is it currently located? What type of data and how many files of each (e.g., lead lists, customer lists, pipeline deals, call logs, etc.).
Systems to be replaced – Are we replacing an existing system? If so what system and discuss if data will be migrated to salesforce.com.
Integration – do you expect salesforce.com to “connect” or integrate to any other software system? Examples include accounting and financial systems, human resource systems, data warehouses, etc.
Training – Where are the people who will be using salesforce.com located? Will we need to do face-to-face training, or do you want to make use of an internal trainer. We will also discuss the number of training sessions. Typically we limit training classes to 12 people to ensure successful outcome.
Edition of Salesforce.com – if you are already working with a salesforce.com account executive, you may be discussing a particular edition (e.g., Group, Professional, Enterprise, or other special industry edition). Let us know what you are discussing so we can confirm that it is correct. If you are using Salesforce already, let us know how many licenses you have, when they started and which edition so we can ensure you get them deployed as quickly as possible.