SIP Process
At CRM manager, we are consultants first. The value we add is by using a consultative approach to understand our clients’ business, and their goals and initiatives. We then translate those business needs into application design recommendations rather than simply asking how you want salesforce.com to look. This is best achieved through a consistent and structured implementation process consisting of a seven (7) step Structured Implementation Process.
CRM manager’s Structured Implementation Process (SIP)
Phase 1: Business Process Review and Analysis
- Business Process Review Meeting
- Report of Findings
- Client Review and Acceptance
Phase 2: Application Customization
- Customization of Components
- Users, Permissions and Security
- Workflow, Programming, Web Interface, Business Rules
- Templates
- Testing
- Client Review and Acceptance
Phase 3: Board Room Review
- Board Room Demonstration
Phase 4: Data Migration
- Requirements Gathering and Analysis
- Data Review and Cleansing
- Data Deployment
Phase 5: Analytics
- Define Analytics Needs
- Report and Dashboard Creation
- Client Review and Acceptance
Phase 6: Integration
- Review of Solutions
- Outlook/Office/Lotus Notes Integration
- Integration of AppExchange Solutions
- Integration of 3rd Party Solutions
- Client Review and Acceptance
Phase 7: Training and Deployment
- Customized to Client Specifications
- User Training: Group Training On-Site/Off-Site
