Start Positive CRM

Whatever the size of your business we think everyone should benefit from a great CRM system

Here’s our 10 day Quick Start CRM solution at a glance:

Plan

Whether you have now made the decision to start a Salesforce implementation, or want to speak to a Salesforce consultant to give you an overview of the technology, we’re here to help.

During our planning stage we will take the time to understand your requirements and plan a solution that meets your needs. We’ve done this hundreds of times before so you can benefit from our vast experience: we can guide you on best practice, scalable and low maintenance Salesforce implementations and how to customise them later.

Do

Once the plan is in place we’ll get going. Our standard Quick Start package will include the configuration of many Salesforce standard objects such as accounts and opportunities. We’ve implemented over 350 Salesforce implementations and have over 100 Salesforce certifications between us – you can count on us to deliver what we have promised.

Check

Quite possibly the most important part of your Salesforce Quick Start project will be the bit where we check everything has gone to plan, carry out UAT (user acceptance testing) and provide you and your team with the necessary training to let you carry on.

Support

Once a project is successfully finished, our consultants are available should you need any ongoing Salesforce support. Our extensive support package covers off all your needs as an SME.

What’s typically included in a single Quick Start CRM

1.Configuration of a number of customer fields including accounts, leads, contacts,  opportunities and a custom object

2.Chatter set up

3.Set up of roles and profiles

4.Creation of dashboard and reports

5.Creation of workflows and validation rules

6.Documentation and training