Salesforce.com Provisioning and Customization
Start Up - 4 Day Service, Faster Implementations, Proven Results
Nothing is more frustrating than waiting months or years to see a return on a business investment-especially when something is as important to your business as customer relationship management (CRM). With Salesforce.com and our consulting team, the wait is over.
Based on what customers need the most and thousands of successful salesforce.com deployments, we have created our Implementation QuickStart Assist service. This service will help you achieve a return on your investment in fewer than five days with our award-winning, Salesforce CRM solution.
Designed for small and medium-size business customers, as well as pilot implementations with fewer than 25 users, QuickStart Assist is tailored to support your unique organizational requirements for your single most important business process. Our certified consultants map solutions that address your unique needs and accelerate business processes and productivity.
Key Benefits
Dramatic improvements in a short period of time
:: Higher end user adoption and more efficient use of your CRM investment
:: A road map to help you meet future business needs
:: Knowledge transfer and best practices so you can further optimize features on your own
QuickStart Assist is designed to help you deploy an ideal set of Salesforce functionality to your user community. The program is for new customers who need assistance with the initial setup of the application to support their critical business processes. While not designed to be a comprehensive implementation, the program allows you to prioritize the consultant’s time on the most valuable aspects of your CRM deployment.
Deliverables
The Implementation QuickStart Assist Service includes the following:
:: A one-hour project kickoff call to coordinate project logistics for the solution design workshop
:: A solution design workshop (maximum of four hours) :: A best practices training presentation
:: Up to four hours of scenario-based training (2 x 2 hours or 1 x 4 hours) for as many as 25 users per session delivered live or via web conference
Ideas Implementation Package
Salesforce Ideas makes it easy to unleash the power of your community. By creating an interactive Ideas forum where stakeholders can vet their best ideas, you can become a more responsive company, uncovering new opportunities and instilling a sense of co-ownership with your most passionate evangelists.
:: Do you want to involve more people in your innovation process?
:: Do you want to enable your employees to collaborate and share ideas?
:: Do you want to ensure that ideas are not prioritized in a vacuum?
Salesforce Ideas provides an intuitive, engaging solution for a problem that challenges virtually every company and who better to manage your Ideas implementation than our unrivaled Ideas experts. Salesforce.com Consulting Services has the deepest understanding of the Salesforce.com Ideas solutions than anyone and the most experience with our largest and most complex global implementations.
Content Implementation Package
Salesforce Content turns mazes of folders and digging through e-mail into distant memories. By using popular Consumer Web features like tagging, search, and popularity rankings, Salesforce Content helps everyone find what they need in a snap—even employees that don’t use CRM. With Salesforce Content, you can point sales teams directly to the highest quality materials while helping marketers make smarter decisions about the content they produce. Best of all, getting started is easy!
Timeline & Description – 5 day package focused on definition of and setup of Content including strategy,tagging, authoring, visibility/access, archiving and initial workspace.
Deliverables – include Content Workspace Strategy Definition and Goals, Extract Tool output for defining future loads, Configured initial Workspace, Admin Training.
Customer Portal QuickStart Services
Designed for any small or medium-sized customer planning to implement the fundamentals of the Customer Portal, the QuickStart is tailored to support your unique organizational requirements for extending your processes to your customer community. Our business analysts map solutions that address your problems and accelerate business processes and productivity.
:: Customer Portal 2 Day QuickStart: Designed to leverage basic features of the Customer Portal product, this service provides expert assistance with the initial application setup to support your critical business processes.
:: Customer Portal 3 Day QuickStart: Designed to leverage more advanced features of the Customer Portal product, this service provides expert assistance with the initial application setup to support your critical business processes, including the exposure of custom objects.
:: Customer Portal 5-Day QuickStart: Designed to leverage extensive capabilities of the Custom Edition product, this service provides expert assistance with the initial application setup, including the sharing of Ideas and Content, to support your critical business processes.
Although the QuickStart services are not designed to be comprehensive implementations, you can use these services to prioritize the consultant’s time to deal with what is most important to you. The above services are all offered for remote delivery.
Partner Portal - 5 Day QuickStart Service
Salesforce Partner Portal, Salesforce.com’s on-demand solution for managing your indirect sales channels, is seamlessly integrated with Salesforce SFA to deliver unparalleled visibility to your company's entire sales pipeline for direct and indirect channels.
Salesforce.com Professional Services accelerates the successful planning and deployment of Salesforce Partner Portal to make it easy for your partners to access leads, collaborate on deals, and locate all the information they need in order to be successful.
Partner Portal QuickStart Service is led remotely by a consultant from abizinaboz, leveraging best practices from our past customer projects. Your deployment will follow our proven implementation methodology, and you will benefit from the best practices learned from many customers. Partner Portal QuickStart Service consists of the following deliverables:
:: A Partner Portal Business Requirements/Design Workshop :: A Microsoft Excel-based solution design document including page layout mockup, required fields, partner hierarchy, and profiles
:: Application configuration and testing for a single portal with as many as five profiles, including customized branding, one Partner Portal executive dashboard, and assistance with developing your partner communications
:: One two hour Web-based instructor-led custom training session for your partner community, including a Quick Reference Guide (one-page cheat sheet)
:: A Project summary document for your Partner Portal administrator including recommended next steps
Advanced Configuration Packages
Advanced Configuration Packages serve as the primary avenue for advanced deployment. The reviews provide you with cousultants,with deep understanding of salesforce.com applications and solutions, to provide expert advice and guidance to Salesforce.com projects that are being managed by Partners or Customers. We also consider deployment of Visualforce Pages, Apex Triggers, and other custom coding.
Expert Services Reviews are performed at various stages in a project implementation lifecycle:
- Plan Review — critical success factors for program management success
- Design Review — solution design risks, alternatives and best practices
- Build Review — configuration and code risks, optimizations and best practices
- Deploy Review — change management plan, user adoption, success metrics
Advanced Services Review Packages:
Plan Review – 5 day package focusing on reviewing the Roles, Responsibilities, Plan and Processes of theSteering Committee and Project Team
Design Review – 5 day solution design package
Choose to review one, two or all three of the following review areas:
:: Functional – focuses on application setup, requirements & design process
:: Technical - focuses on Force.com technologies used, data integration & strategy
:: Data – focuses on conversion or migration, data quality, on-going strategy
Build Review – 5 day configuration and code review package
Choose one, two or all three of the following review areas:
:: Functional – focuses on application setup, requirements & design process
:: Technical - focuses on Force.com technologies used, data integration & strategy
:: Data – focuses on conversion or migration, data quality, on-going strategy
Deploy Review – 5 day review focusing on deployment strategy, change management, readiness & user adoption