A fast and inexpensive way to ensure you get the most out of your Salesforce CRM system in 2010. Workshop goals, activities and deliverables include:
A. Define and Document Your CRM goals and requirements for 2010
B. Facilitated session to develop a "wish list" of capabilities for your executives and
other end users
C. Update and improve your Sales Process using HarvestGold sales process documentation
templates
D. Whiteboard session to update your Executive Dashboard and Report Requirements
E. Enhance the Salesforce Object Model to improve data capture and reporting capabilities
Force.com Content QuickStart Package:
A. Total 2 days of services – agenda to be developed jointly with Client.
B. Recommended allocation:
1. 1/2 day requirements/design session
2. 1 day customizations and configuration for up to three content workspaces
3. 1/2 day Content reveiw sessions (informal training session - single person or group
session.
C. Lots of flexibility - we will focus on the areas of most importance to you
D. Content Migration Option
1. Total 1 Day of services - agenda to be developed jointly with Client
2. Recommended allocation
a. 1/4 day data review session
b. 1/2 day data loasing activities (up to 2GB or 500 individual files)
c. 1/4 day Q/A to ensure complete load
d. Assumes customer will be appending fiels with key words and tags
