This is a step-by-step guide to help prepare your organization for a successful rollout of salesboom.com Depending on which features your organization will be using, some steps may not be necessary. The rollout is comprised of three major steps and should be concluded by following up with each salesbom.com user in your organization. To help assist you during your CRM implementation process Salesboom.com has comprised a CRM Implementation Kit which contains editable documents designed to help plan and track your progress.

Click here for the Salesboom.com CRM Software Implementation Kit

CRM Education Services:

• Preparing Your Company
• Configuring Your Organization
• Rollout
• Follow Up (See below)

Upon completion of your organization's salesboom.com rollout, each manager should meet with users in their department/team to ensure that they are using salesboom.com efficiently and effectively. Recommend the online tutorials to users who are having trouble or arrange for a colleague to give them some personal tutoring. Continue this for 1 month or until you are satisfied that each user understands the service.