1. 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, 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.
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