The Salesboom.com
CRM Rollout Guide will walk you through the implementation of
your new On-Demand CRM Software Solutions and assist in developing
CRM Implementation Plans. CRM implementation best practices
have been followed while creating this guide to ensure a successful
CRM implementation experience.
This guide has been developed to help you get started with
Salesboom.com. You will find this step by step guide to be a
very useful tool while preparing your business for your new
On-Demand CRM Software solution as well as an excellent guide
for implementing the Salesboom.com platform.
2.0 Project Team
The first step to a successful CRM implementation is defining
your project team and their role in the implementation process.
Listed here are the typical team members involved in a successful
implementation.
Role
Description
Names
Implementation Sponsor
Driving force behind the Salesboom implementation that
helps promote change.
(List Names and Responsibilities)
Group Representatives
Each group or team in your company should have a representative
that speaks on behalf the users so their thoughts and opinions
are heard in a constructive manner. Address the user’s feedback
and drive user adoption.
Salesboom Administrator
Responsible for Salesboom implementation. Salesboom is
very easy to customize so the administrator chosen does
not need to be technical but should have a firm understanding
of the business processes so those processes can be modeled
in Salesboom.
Salesboom Trainers
Identify employees that can provide training to the end
users. Salesboom has a training department; however, it
has proven that having employees that can share their Salesboom
knowledge speeds up the attrition rate.
Developers
If you are planning on extending the Salesboom platform
or need integration with third party applications you may
need Technology professionals versed in web services technology.
This does not apply to all implementations.
3.0 Business Objectives
Once you have defined your implementation team the next step
is to have a meeting to define the actual business objectives
you look to achieve with your new CRM system.
Business Objective
(Fill in Objectives)
Description
4.0 Business Processes
After your team have developed a clear list and defined the
goals of your new CRM Software solution a meeting should be
arranged to define your business processes. This is a critical
step to successfully implement a new CRM solution but is often
overlooked.
Business Process
(Fill in Processes)
Description
5.0 Preparing to Set-up and Customize the Platform
After your CRM implementation team has been assembled and
has agreed upon your business objectives and processes it is
time to begin setting up and customizing your platform. This
process is typically carried out by your defined system administrator
based on the input of your entire team.
6.0 Set-up and Customization
There is a particular approach which should be taken to successfully
set-up and customize your Salesboom.com CRM. The steps outlined
in this section have been arranged using CRM Rollout best practices
designed to ease the process. The first step in this process
is setting your security settings and user role hierarchy. This
step is followed by the customization of your form fields, layouts,
tabs and standard selection lists. Once these steps have been
completed you should begin with the data migration process.
6.1 Data Management & Security Settings
This step is in place to determine what access each user has
to each object within the system. The options are:
Public Read/Write
All data for this object will be shared among all users
within the system.
Public Read Only
All data for this object will be shared among all users
of the system but with Read Only Access.
Private
All data for this object is accessible only by the owner
of the record.
6.2 User & Role Management
Security settings and user roles are a way of organizing your
company’s data permission hierarchy. Users who are assigned
to a particular role will only have access to items specific
to their role and roles below them. For example, your company’s
role hierarchy could be set like this.
Role Name (Fill
in role name)
Description
(Fill in role description)
Assigned
Users
6.3 Manage Profiles
Profiles are used to control the actions that users can perform
within the system. Take Accounts for example, can the users
create, edit, delete and or view specific Accounts. Salesboom.com
is equipped with standard profiles that can often meet the requirements
of many organizations, from here custom profiles settings can
be implemented.
Define security permissions:
Profile Title
(Fill in Profile name)
Description
(Fill in Profile description)
Assigned
Users
6.4 Add Users
Now that you have defined your organizations sharing model
the next step is to add the users and assign each user to a
role and a profile.
6.5 Renaming Standard Tabs
Original Tab
Name (Insert tab name)
New
Tab Name (Insert tab name)
Date
Modified
6.6 Define and Customize Standard Forms
6.6.1 Custom Tabs
Tab
Name:
Field Name
Data
Type
6.6.2 Custom Fields on Standard Tabs
Tab
Name:
Field Name
Data
Type
6.6.3 Page Layouts
Using the Salesboom.com AJAX Layout Editor Users can Drag and
Drop fields to desired position within a form.
Tab Name
Date
Modified
7.0 Modify Standard Selection Lists
Salesboom.com comes standard with many predefined fields that
are of type selection list. These lists can be modified to best
suit any organization.
Tab
Name:
Field Name
Initial
Values
New
Values
Date
Modified
8.0 Data Migration
Now that the system is customized to best suit your business
requirements Data Migration can begin. When migrating data into
the Salesboom.com system it is important to understand the order
of all your files. This must be done to ensure that the correct
associations can be made and the proper owners of the records
are assigned. At this point all users who will be assigned records
must be added to Salesboom.com prior to migrating data. During
the Data Migration Process a particular order must be followed.
Note: Subsidiary records shown in the illustration above
can be linked to their parent objects; however this is not a
requirement.
8.1 Prepare Data
To prepare your data you must first export data from your current
systems into .CSV format. It is highly recommended that once
you have the data in a .CSV format you perform a data cleanse
to ensure accurate data prior to migration. There are several
methods for data preparation, consulting with your IT Specialist
is recommended.
8.2 Test Data Import
Prior to importing complete data run some test imports to ensure
data is mapped correctly. It is recommended to import no less
than 50 to 100 records but no more than 500.
8.3 Complete Full Data Import
Once all the other steps involved in data migration have been
completed and a test import has been successfully conducted
it is time to import the entirety of your data.
8.3.1 Leads
Field
in Salesboom
Field
in .csv file
Successfully
Mapped
<Field Name>
<Field Name>
8.3.2 Accounts
If you have a field that denotes the uniqueness of the account,
map it to the Account Number field in Salesboom.com.
Field
in Salesboom
Field
in .csv file
Successfully
Mapped
<Field Name>
<Field Name>
8.3.3 Contacts
If you have a field that denotes the uniqueness of the contact,
map it to the Unique ID field in Salesboom.com.
Field
in Salesboom
Field
in .csv file
Successfully
Mapped
<Field Name>
<Field Name>
8.3.4 Opportunities
If you have a field that denotes the uniqueness of the opportunity,
map it to the Unique ID field in Salesboom.com.
Field
in Salesboom
Field
in .csv file
Successfully
Mapped
<Field Name>
<Field Name>
8.3.5 Cases
If you have a field that denotes the uniqueness of the case,
map it to the Unique ID field in Salesboom.com.
Field
in Salesboom
Field
in .csv file
Successfully
Mapped
<Field Name>
<Field Name>
8.3.6 Events
Field
in Salesboom
Field
in .csv file
Successfully
Mapped
<Field Name>
<Field Name>
8.3.7 Tasks
Field
in Salesboom
Field
in .csv file
Successfully
Mapped
<Field Name>
<Field Name>
8.3.8 Notes
Field
in Salesboom
Field
in .csv file
Successfully
Mapped
<Field Name>
<Field Name>
8.3.9 Products
Field
in Salesboom
Field
in .csv file
Successfully
Mapped
<Field Name>
<Field Name>
9.0 Review the System
Once data has been imported, the above tables can be used to
mark the fields that have been successfully mapped. Once data
migration has been verified the next steps are to create custom
reports and views and build your workflow automation.
10.0 Create Custom Reports and Views
10.1 Custom Reports
Salesboom.com is equipped with multiple standard reports; if
additional reports are required users have the ability to create
Custom Reports. Custom Reports allow users to report in many
different fashions based on their role in the organization and
is easily performed using the Salesboom.com Report Wizard.
10.2 Custom Views
Custom Views are used to filter data into specific records
displaying in a list only the information you desire. Creating
Custom Views increases employee productivity by allowing them
to choose exactly what information is displayed on their screen.
11.0 Set-up Workflow Automation
When setting up your workflow automation rules it is important
to take the time to plan these rules out correctly since workflow
automation is a highly effective tool when it is properly leveraged.
Rule
Name
Data
Type
Trigger
upon
Conditions
Reassign
To
Email
and AJAX Notifications
<rule name>
<object>
Create
Update
<list conditions>
<system user>
<List recipients>
<List notifications>
12.0 Email Configuration
12.1 Email Templates
Email templates can be set up using both HTML and plain text
formats. These templates allow you to send uniform emails quickly
and easily by selecting from your list of pre-existing custom
templates. Email templates can be used to send emails from the
Salesboom.com email client, directly from a view of your contacts
and leads along with the Salesboom.com Drip Marketing Tool.
12.2 External Email Settings
If you prefer to use Salesboom.com as your email client or
as an additional email tracking tool you must configure the
Salesboom.com External Email Settings. This configuration is
for incoming emails and supports POP3 or IMAP.
12.3 Outlook Integration
To integrate Microsoft Outlook with Salesboom.com download
and install the Salesboom.com Outlook Plug-in which is available
under the Control Panel.
Salesboom.com has many different options for assisting our
clients during the implementation process as well as a full
lineup of established training programs. Our Professional Services
Department is highly trained and ready to help businesses with
the entire or particular areas of implementation process with
predefined programs like our Fast Track Program along with customized
rollout options. Please feel free to contact our Professional
Services Department toll free at 1.855.229.2043 (276.7253) or
directly at 902.425.3638 for more information.
We strive to create the best value for our clients through on-demand
services by providing the most advanced CRM Software solutions
at the right prices. Working with this attitude, Salesboom.com
offer’s affordable and innovative Software-as-a-Service business
applications containing wall-to-wall solutions for all sized businesses
world-wide.
