Salesforce 5 Day SmartStart Service

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17 Φεβ 2014 (πριν από 3 χρόνια και 3 μήνες)

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Xenogenix Ltd.
web: www.xenogenix.co.uk

email: smart@xenogenix.co.uk

tel: +44 (0) 8456 525 625



Salesforce
5

Day SmartStart Service


The 5

day SmartStart from Xenogenix will ensure successful implementation of your
Enterprise

Edition of Salesforce.

We ensure Salesforce.com is configured to map tightly to your processes and your people are
properly trained to use the system.

After Go Live we provide free of charge online help and support



Day 1
: Define your business process and data requirements

We run a process workshop with your sponsor and relevant managers to understand
your CRM strategic objectives and key working practices.

We create an interactive electronic process map in the workshop. This defines the
processes and activities that will r
un on Salesforce.com. This map frequently
highlights and fixes broken processes!

We then agree the detailed design for each Salesforce object, starting from a typical
template set up, and then

identify any automation requirements such as workflow,
valida
tion rules and web integration

Finally, we
agree the requirements for the security sharing model, reports and
dashboards.


Day 2
: Configure Salesforce.com

Based on the workshop output we finalise the design and review any uncertainties
with you before
embarking on the configuration.

The first part of the configuration covers standard fields, custom fields, page layouts,
search layouts and validation rules for the standard objects.
We then configure

any
custom objects agreed during the design phase

in th
e same way.



Day 3

: Complete Configuration

The configuration continues with
setting up the security model and
sharing rules as
agreed
.
We then create any required custom Profiles.

Next we create any automation that was agreed as part of the design.
This can
include workflow rules, custom button creation and approval processes depending on
the design requirements.

Finally, w
e will
create up to 8 custom

reports and one
dashboard, tailored to your requirements.


Xenogenix Ltd.
web: www.xenogenix.co.uk

email: smart@xenogenix.co.uk

tel: +44 (0) 8456 525 625






Day 4
: Walk through the solution

&

prepare training materials

On completion of the configuration, we walk through the application with your sponsor
and process owners and then make changes as required.

Complex data migration is not included in a
SmartStart
. However, if you have a small
amount of well formatted data then this can be imported into Salesforce as part of the
project.

We then prepare training materials using a mix of generic training materials and
content developed for
your

needs. We will
create a Salesforce Content library a
nd
upload
the materials your library


Day 5
: User Training and Go Live

We run hands on training sessions. It’s vital to do this correctly and we recommend
that you assign a whole day for users to become really comfortable with using the
application.

We

want them to have the confidence to use Salesforce.com properly the minute they
finish the training. The maximum number of trainees is normally set at 10 to ensure
that each delegate can learn at their own speed. Once trained, you are ready to use
the sys
tem



After Go Live

When you need help to put the training into practice, we will be online ready to
receive your help requests for the next 5 days.


What does it cost?

The price for the 5 day SmartStart is £4
,
5
00
excluding

VAT and expenses.




Next
steps…

Call us on
0
8456 525 625

or email
smart@xenogenix.co.uk