Sales in a Box: 3-Wk Implementation

”Sales in a Box”, our implementation process, gets you up and running in a matter of 3 weeks, while ensuring that your unique sales processes are not compromised.

Implementation process

Week 1

• Setup—we set up the system and perform administrative functions. Configure our best-practices templates and get it ready for demo.
• Walk-through—we perform a detailed demo of the application (customer management concepts, lead and opportunity, collaborative features, reporting, dashboards etc.)
• Understanding of business requirement—simultaneously, our team will gather information about your sales hierarchy, access rights, sales processes etc. and document them.

Week 2

• Configuration—we configure the application based on requirements captured.
• Data import and set-up—we set up the system with your own data, sales roles and hierarchy.
• Demonstration—we demonstrate the configured solution and capture feedback.
• Fine-tuning—modification of the application based on feedback. We go through a couple of iterations until we are happy with the final solution.

Week 3

• Go-live
• Support—help resolve user issues and drive user adoption

Deliverables

Week 1

• System set-up
• Application walk-through
• Discussion and capture of specific configuration requirements. Documentation of gaps and out-of-scope items.

Week 2

• Configuration as per requirement
• Data import
• Demonstration and fine-tuning

Week 3

• Production enablement
• Post production support