On-Site Project Kick-Off and Planning Meeting
One of the most essential factors in assessing the success of an implementation is whether the users of Tour de Force CRM are able to perform daily tasks in a more efficient and productive manner. Tour de Force CRM Business Consultants strive to understand the business processes of the client to ensure all pertinent information that is needed is in Tour de Force CRM. The ability of the CRM Project Team to understand the “how” of a business is critical to a successful implementation.
During the On-Site Project Kick-Off and Planning Meeting, the CRM Business Consultant Reviews all of the Sales Processes that exist or are being planned as part of the implementation. Having the entire Client Project Team participate in order to provide feedback on the initial configuration and setup of Tour de Force CRM is critical.
Review the Base Configuration
During the Review of the Base Configuration, we review the base configuration of Tour de Force CRM that has been completed using the information provided by the client in the Implementation Questionnaire. The process of reviewing the base configuration also serves as the base training for the Client Project Team.
During this milestone, the CRM Business Consultant reviews the form configuration of the key records in Tour de Force CRM such as Accounts, Contacts, and Opportunities in order to confirm that the proper configurations are in place to meet the business requirements of the client.