CRM Implementation and Training

Achieving successful Customer Relationship Management (CRM) implementations means getting the commitment of your sales team to use it once the system is fully deployed. As a Salesforce.com Select Consulting Partner, we provide Salesforce.com customization, training and implementation services.

QuickStart Implementation Programs

Summa has developed several low-cost programs to quickly configure and customize your Salesforce system. These "QuickStart" offerings are designed to complete implementations quickly, so you can begin realizing a return on your CRM investment as soon as possible.

Professional Edition QuickStart

• 4 days of services: the agenda is developed jointly with the client
• Recommended allocation:
  • 1/2 Day: Requirements/Design Session
  • 3 Days: Joint org customizations and configuration - Standard configuration and customization services, plus initial data load assistance
  • 1/2 Day: Org Review - Informal training session for single person/group
• Flexibility - we focus on the areas of most importance to you
• This program assumes a collaborative and iterative approach to implementation. We work closely with you and solicit feedback as we go, rather than taking a more formal project approach with scheduled checkpoint meetings.
• Pricing: $5,000

Enterprise Edition QuickStart

• 6 days of services: the agenda is developed jointly with the client
• Recommended allocation:
  • 1 Day: Requirements/Design and Business Process Review Session with Object Model Deliverable
  • 4 1/2 Days: Joint org customizations and configuration - Standard configuration and customization services, plus initial data load assistance
  • 1/2 Day: Org Review - Informal training session for single person/group
• Flexibility - we focus on the areas of most importance to you
• This program assumes a collaborative and iterative approach to implementation. We work closely with you and solicit feedback as we go, rather than taking a more formal project approach with scheduled checkpoint meetings.
• Pricing: $7,500

Implementation Assistance Packages

• Unstructured consulting services - a one, two or three day block of time to assist with your internal implementation efforts
• Covers customization and configuration services
• 1 Day Package (8 hours): $1,500
• 2 Day Package (16 hours): $2,500
• 3 Day Package (24 hours): $3,750

Implementation Services include:

Professional Edition:

• Business Process development and review
• Addition and deletion of users
• Configuration of user roles, hierarchies and sharing rules
• Generation admin and user interface settings
• Custom View, Report and Dashboard object development
• Field and picklist customizations
• Creation of communication templates (email or letter)
• Custom object development
• Lead assignment rules
• Web to Lead HTML code generation
• Case escalation rules
• Data import assistance services
• AppExchange product installation and activation assistance
• Assistance with other general implementation issues as mutually agreed

Enterprise Edition:

Includes all of the services included in the Professional Edition Package, plus:

• Development of custom record types
• Custom user profiles
• Custom report types
• Validation rules
• Workflow rules
• Approvals
• Sales processes
• Sales Teams
• Account Teams
• Configure Campaigns
• Activate and configure custom forecasts
• Opportunity Genius

The following services are not included in the Standard Implementation Services packages, but are available:

• APEX development
• Visualforce development
• Data cleansing, extraction, de-duping and migration services
• Integration services

Formal Training Workshops

Formal On-Site Training Workshop Options:

• Full Day training workshop: $2,500
• 1/2 Day training workshop: $1,500
• Both options include custom training content. We customize our training templates with screen captures of your Salesforce system and leave the materials behind as a reference resource.

Data Migration

The quality and completeness of your data is critical to a successful CRM implementation. Summa has experience converting data from Saleslogix, ACT!, Goldmine, Siebel and other CRM databases to Salesforce.com. We also have experience migrating data from Outlook, Excel and many file-based and database sources.

Contact us today to learn how Summa can help