Quick Start Implementation Package
Our Quick Start implementation package is the best choice for companies who want to start their integrated CRM initiative successfully. In this package you get all the initial technical work as well as coaching and direction for your team.
- Greytrix provides a Quick Start
- Out-of-the-box Standard Package
- Be up-and-running quickly
- Integration with Sage ERP Ecosystem (Sage 100, 300, X3 or Intacct)
Objectives
During the Quick Start implementation our focus is to ensure that your team is comfortable navigating around the application and using the core features of:
- Accounts & Contacts Profiling
- Layout modification (to make more sense of your organization)
- All training around the integration
- We also provide end user training guides
- During the quick start, you will get an immediate return on investment and have clarity around what you might do with Salesforce next.
What’s included
Greytrix will complete the technical setup and collaborate with your team to understand their needs. This will help us configure the system as per the need and usage. Our goal is to make the users comfortable with the fundamentals of Salesforce, specifically profiling accounts & contacts, as well as recording activities.
Technical Setup
- GUMU™ Integration Installation
- Initial sync with accounting data
- User setup
- Changes to Layouts
- Application of default User Adoption Dashboard
Training & Configuration
- Throughout the Quick Start, we’ll work closely with your CRM administrator and steering committee to define your system configuration.
- Recommendations for optimizing and scaling your setup
- Hands-on coaching and direction
Agenda for Six Configuration Sessions
Proper setup is essential for smooth adoption. Prior to rollout, we schedule weekly calls with a few key members of your team. During these calls we will discuss more about your needs from the system. This will help your team get a clear understanding of the system and how it will be configured to best fit your organization.
- An important note
To ensure seamless training and support, all projects are assigned a single point of contact. We will discuss the CRM Administrator role in our 1st meeting.
Discussion on Setup Options
(Security Concepts)
Once Salesforce is activated and the integration is complete, we will schedule a pre- group training call to discuss alignment and user setup. We’ll cover key security concepts, confirm user lists and establish visibility and access controls.
Kick-off Session: Navigating Salesforce
Next, we will have a kick-off call. The focus will be on accessing, navigating and the options you have.
Profile Review
Based on your feedback, we’ll customize fields and page layouts to fit your organization's needs. We'll walk through examples together and update the system to match your preferences.
Getting Started
In this session, we’ll gather additional feedback on required fields and options, then begin setting them up in the system.
Advanced feature review
Once the foundational steps are complete, we can explore advanced Salesforce features as per your needs. This can include process automation, accounting integration, opportunity management, and custom reports or dashboards.
Determining next steps
By the end of this phase, the steering committee will have a firm grasp of the basics and a clear plan for end-user deployment.
Agenda for End User Training Sessions
After out sessions with your CRM steering committee, end users will be able to understand the system better. The end user training sessions will focus on the fundamentals of updating information, navigating, and working from outlook.
Navigating Salesforce
In this first session we will cover an overview of the access and navigation of CRM. The session will be concluded with a minor homework assignment.
Accounts & Contacts Profiling
Here users will learn how to update accounts and provide meaningful feedback. *Fun fact, we get a lot of great suggestions in these user sessions.
Working from MS Outlook
An integration with MS Outlook makes it easy to add data to Salesforce. The reason being – most of the data created within Salesforce originates from Outlook.
Agenda for End User Training Sessions
Initial technical setup, GUMU™ Installation, Initial synchronization with accounting data, Salesforce user setup, layout changes, our default user adoption dashboard, coaching, training, and discussions around configuration with your steering committee or CRM administrator.
It is structured around set-time configuration sessions with your key team members. This is followed by end-user training. The configuration sessions will cover Salesforce navigation, profile and layout review, security concepts, advance feature review, Outlook use, and deciding next steps for deployment.
Our recommendation is that you should have a defined point person, usually a CRM administrator, along with a small steering committee. This will help us gather feedback, support training, make setup decisions, and keep the Salesforce Quick Start on the right track.
The Quick Start includes setup of the Standard GUMU™ integration. Company-specific changes to Salesforce integration are outside the scope of Salesforce Quick Start. They can be reviewed separately if custom work is needed.
The Salesforce Quick Start connects your Sage accounting system to Salesforce. This includes importing customer records from accounting. Importing data from secondary sources is not included, because requirements differ from company to company. However, if additional Salesforce data migration is required, it can be handled on a time-and-materials basis.
It includes creating new fields and updating the existing ones on Salesforce screens and lists. Salesforce Quick Start does not include conditional formatting or field logic, such as making a required field based on the other field’s value. Those options are outside the scope of the package as they can vary widely.
The Salesforce quick start is designed specifically to focus on the fundamentals first. We can review advanced SF features such as process automation, new screens, workflow, screen scripts and add-ons during the second half of the project. However, configuring those advanced features is outside the scope of standard Salesforce Quick start package.