”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

Sales in a Box: 3-Wk Implementation

C Centric Solutions Pvt Ltd

Szczegóły

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