Salesforce CRM | Ready, Set, Go!
Get out of the gates with an efficient, focused approach designed for small companies to reach the finish line in record time to achieve the goals of the sales and services teams.
Ready…
Key Business Goals
Alternative Technology Solutions works withyou to identify key business goals you would like to achieve with your Salesforce CRM application and create a plan to get you there. Not sure where to start? Here are a few suggestions:
- I want to have more visibility of my team’s pipeline.
- I want real-time metrics that helps me focus my resources better.
- I want to have all customer information in one, easy to view place.
- I want it available on my mobile device.
- I want to get started now!
Set…
2 Weeks
Alternative Technology Solutions can get you to your CRM Goals in just 10 business days. How do we do that?
Day 1: We sit down with you to understand your business and what is important to you.
Day 2: We map out a suggested design for your Salesforce CRM.
Days 3-5: We get to work configuring your Salesforce CRM.
Days 6-7: We walk you through the application and gather your feedback.
Days 8-9: We review the application and make final tweaks and create a training one-sheet for your users.
Day 10: We train your users and hand the keys over to you.
Go!
Cross the Finish Line
Alternative Technology Solutions designs your project with the finish line in mind. Whether it’s a 5K or a marathon, Alternative creates a complete solution.
- An experienced, certified salesforce.com consultant.
- One day onsite understanding your business and mapping out a design plan.
- A detailed Salesforce CRM configuration plan listing all of the fields, values and objects created for your business.
- Data templates and advisory services.
- A customized Dashboard with 20 components to track your key business objectives.
- Comprehensive training for your end users and managers (onsite or online).