Rollout Guide Day 1 to 10 Day 11 to 20 Day 21 to 30 Day 31 to 40 Executive Sponsor Elect Project Team Guide Project Team and Enforce Project Deadlines Promote User Adoption among Executives, Managers, Trainers and Users. Conduct on-going meetings to revisit CRM and Business Processes. Project Team Host Kickoff meeting & elect Administrator Review online Training Finalize Implementation Plan Inform your organization of your new CRM initiative Develop End User Training Material Go live with Salesboom.com and host Kickoff meeting Gather feedback from all users and departments then prioritize new features and change requests. Validate Data & Customizations Develop Implementation Strategy and Review Online Implementation Best Practices material Administrator Review Online Administrator Training Programs Modify Salesboom.com; User Security Settings, Forms, Fields, Page Layouts, Rename Standard Tabs, Standard Selection Lists & Create Custom Tabs. Migrate Data Develop Workflow Automation Activate all Users Monitor User Adoption and data quality. Implement changes and rollout new features. Manage users, roles and profiles. IT and Developers Take Online Training Program Integrate Salesboom.com with existing business systems and Organization Web-Sites Find new areas of integration and develop custom solutions Executives & Management Take online training and view best practice presentations provided by Salesboom.com Build Reports, Dashboards, Views for your Team and develop key materials including Documents, Email Templates and Mail Merge. Manage the Salesboom.com platform and ensure users adopt the new system properly. Take Online Training Install Outlook Integration. Create Reports and Views. Take training program developed by Project Team. Leverage Salesboom.com’s Online Help, Training and Support. End User The Salesboom.com Rollout Guide outlines the processes involved in a successful CRM Implementation. You are able to edit this map by adjusting dates and tasks to better fit your specific Rollout Processes. If you require assistance with your companies CRM Implementation your can contact Salesboom.com for details on our CRM Implementation Programs. Copyright © 2003-2014 Salesboom Inc. All Rights Reserved Call Salesboom at 601-401-8716 OR 1-877-276-7253