Rapid Implementation

Tour de Force CRM offers two implementation options, the Roadmap to Success Implementation and the Rapid Implementation. The Rapid Implementation is a more limited implementation than the Roadmap to Success, and involves less consulting, training, and documentation.

The Rapid Implementation provides some, but not all, aspects of the traditional Roadmap to Success Implementation process. It was designed for companies that want to focus solely on the basic setup and configuration of Tour de Force CRM in order to help address basic customer relationship management and sales force automation needs.

The Rapid Implementation of Tour de Force CRM is intended for companies that want to start with the core functionality of Tour de Force CRM and gradually grow into the advanced features over time based on their needs and priorities.

The Rapid Implementation involves six major phases, each consisting of several key milestones and tasks.

Implementation Phases for the Rapid Implementation

Project Planning Phase
- Remote Project Kickoff and Planning Meeting
- Environment Workshop
- Data Conversion Workshop
- Base Configuration Workshop
Installation and Configuration Phase
- Establishing Remote Connectivity
- Performing the Base Installation and Configuration
- Installing and Setting up the BSI Connector and BSI Sync Process
- Conversion of Account and Contact Records
Review and Discovery Phase
- On-site Project Kick-off and Planning Meeting
- Reviewing the Base Configuration
Readiness Phase
- Finalize System Configuration
- Completion of Client Installations
- Initial Reconciliation of BSI Data
Go Live Phase
- Delivery of “What’s in it for me?” Session to Sales Team
- Go Live User Training
- Tour de Force Administrator Training
- Review of Outstanding Issue List Following Go Live User Training
Post Implementation Phase
- Turnover Meeting with MRH Support Team
- Final Review and Reconciliation of BSI Data
- Configuration of Advanced Features of Modules
- Post Implementation Support
- 60-90 Day Post Implementation Review
- Annual System Review
- Ongoing Relationship with the Professional Services Team

What Our Clients Are Saying…

Neff Group has been using Tour de Force CRM for nearly 10 years and depends on Tour de Force CRM to provide the comprehensive data we need to evaluate the performance of our sales organization and the individual Sales Team Members. As we continue to grow and expand our requirements within our CRM strategy, Tour de Force CRM is there to listen and addressed most of our needs within the software. The extensive sales analytics that Tour de Force CRM provides to our sales team out of our ERP… — Don Norman, Director of Sales & Marketing - Neff Group Distributors, Inc., http://www.neffengineering.com

With our previous CRM, there was no link between the ERP system and the CRM system. We were just flying in the dark, having to look up something in one system, and then having to go look for the sales data in the other system. We would look at our daily bookings reports and manually plug those into the system, which was taking at least an hour every day. Now I go into Tour de Force CRM and I can see our sales data and review yesterday’s bookings. I can drill down into that information and… — Kevin Hogarth, Operations Manager - Neff Power, Inc., http://www.neffpower.com

The implementation of Tour de Force CRM at Kirby Risk was one of the smoothest I have ever experienced. The ability of our account managers to start entering data with minimal training is an indication that Tour de Force CRM was designed with the user in mind. — Mike Hauberg, Area Sales Manager - Industrial - Kirby Risk, http://www.tourdeforcecrm.com/crm-blog/kirby-risk-selects-tour-de-force-crm

I recently attended a large trade show armed with Tour de Force CRM mobile and it was the most productive trade show I have ever attended. Before stepping into a customer’s booth I was able to view all of the contacts at that customer as well as recent activities and notes made by our sales staff. Rather than stepping in there with, “Hello, you guys buy some stuff from our company” I was able to go in with “Hello, we have been working with your engineer Jeff on making some… — Chris Restorick, Sales - Tompkins Industries, Inc., http://www.tompkinsind.com

Sometimes we curse Tour de Force CRM for being so easy to use! It’s really easy to look and see what bookings we did yesterday, so we’ll immediately hear about it if we’ve had a slow day. — Kevin Hogarth, Operations Manager - Neff Power, Inc., http://www.neffpower.com

Tour de Force CRM has helped our organization better understand our pipelines and projects with our customers. It has also helped our sales team remember to follow up on tasks and appointments automatically, which has helped us become a more professional sales organization. This has not only helped us better partner with our vendors but has also helped us streamline our operations and inventory management. — Jeff Squires, VP Automation/Electrical - SMC, http://www.smcelectric.com

One of the most valuable benefits of the Tour de Force CRM software is that we are now compiling a history of any activity with our customers. In the old days, our salesmen would spend the time recording their sales calls, only to be filed away and never seen again. Now we have a searchable database of relevant information that allows us to view progress and coach our team. A sales person new to a territory can now pick up right where their predecessor left off, saving us from downtime… — Neil Carter, President - Rubber & Gasket Co. of America, http://www.rgausa.com

We chose Tour de Force CRM because of their in-depth knowledge of our industry. Their extensive integration to our ERP system, Epicor Eclipse, drives instant value to our sales organization. They are a partner that listens to our needs and rapidly responds to them. — Rich Hamer, Vice President of Operations - Steiner Electric Company, https://www.steinerelectric.com/

Tour de Force CRM gives you a benchmark and shows you your goals, rather than just flying blind. We look at it and see which areas we need to improve in, so it’s a really good feedback device. It’s also a great way for us to remind ourselves what’s going on, stay on top of our appointments, and monitor our tasks. — Kevin Hogarth, Operations Manager - Neff Power, Inc., http://www.neffpower.com

Tour de Force CRM Mobile is one of the most powerful tools in our company's arsenal. Now, our salespeople can get all the information that they need without having to whip out the their laptop. Tour de Force CRM Mobile makes the smartphone a "genius" phone. — Kevin Hogarth, Operations Manager - Neff Power, Inc., http://www.neffpower.com