The Roadmap to Success Implementation involves six major phases, each consisting of several key milestones and tasks.
It is the most comprehensive implementation option offered by Tour de Force CRM, and is the ideal solution for organizations who wish to take full advantage of everything Tour de Force CRM has to offer. The Roadmap to Success is our proven, premier process for implementing Tour de Force CRM, allowing you and your sales team to fully focus on optimizing sales results while achieving maximum return on your investment.
We view our relationship with your organization as a business partnership that begins during implementation and continues with our on-going support of Tour de Force CRM. The Tour de Force CRM product has grown and evolved to where it is today due to 10 years of partnering with our customers, and we look forward to beginning this relationship with your organization.
Implementation Phases for the Roadmap to Success
- Project Planning Phase
- Remote Project Kickoff and Planning Meeting
- Environment Workshop
- Installation and Configuration Phase
- Data Conversion Workshop
- Base Configuration Workshop
- 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
- Discovery Phase
- On-site Discovery Session to determine Business Rules and Processes
- Reviewing the Base Configuration
- Complete Advanced Configuration
- BSI Reconciliation Begins
- Installation of Tour de Force CRM for Client Project Team
- Readiness Phase
- Key Users Review the System
- Business Processes and Business Rules are Documented and Approved
- Permissions set-up
- Finalize System Configuration
- Completion of Client Installations
- Reconciliation of BSI Data is completed
- Training Workshop is Completed
- Training Material is Developed and Approved
- Go Live Phase
- Delivery of “What’s in it for me?” Session to Sales Team
- Go Live User Training
- Tour de Force CRM Administrator Training
- Review of Outstanding Issue List Following Go Live User Training?
- Post Implementation Phase
- Project Team continues Support
- Web Training Sessions are Conducted
- Turnover Meeting with Tour de Force CRM Support Team
- Post Implementation Support
- 60-90 Day Post Implementation Review
- Annual System Review
- Ongoing Relationship with Tour de Force CRM Professional Services Team