Transcript Slide 1

Rollout Guide
Day 1 to 10
Executive
Sponsor
Project Team
Elect Project
Team
Day 11 to 20
Day 21 to 30
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.
Host Kickoff
meeting & elect
Administrator
Review online
Training
Finalize
Implementatio
n Plan
Inform your
organization
of your new
CRM initiative
Develop End User
Training Material
Validate Data &
Customizations
Develop Implementation Strategy and Review
Online Implementation Best Practices material
Administrator
IT and
Developers
Executives &
Management
Day 31 to 40
Review Online Administrator
Training Programs
Take Online Training Program
Modify Salesboom.com; User Security Settings,
Forms, Fields, Page Layouts, Rename Standard
Tabs, Standard Selection Lists & Create Custom
Tabs.
Develop
Workflow
Automation
Migrate Data
Integrate Salesboom.com with existing business systems and Organization Web-Sites
Take online training and view best practice
presentations provided by Salesboom.com
End User
Go live with
Salesboom.com
and host Kickoff
meeting
Gather feedback from all users and
departments then prioritize new
features and change requests.
Activate
all Users
Monitor User Adoption and data
quality. Implement changes and
rollout new features. Manage users,
roles and profiles.
Find new areas of integration and develop custom
solutions
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.
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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