Slide 1

Report
Rollout Guide
Day 1 to 10
Executive
Sponsor
Project Team
Elect Project
Team
Host Kickoff
meeting & elect
Administrator
Day 11 to 20
Review online
Training
Finalize
Implementa
tion Plan
IT and
Developers
Executives &
Management
Review Online
Administrator Training
Programs
Take Online Training
Program
Inform your
organizatio
n of your
new CRM
initiative
Develop End User
Training Material
Modify Salesboom.com; User Security
Settings, Forms, Fields, Page Layouts,
Rename Standard Tabs, Standard
Selection Lists & Create Custom Tabs.
Validate Data &
Customizations
Migrate Data
Develop
Workflow
Automation
Integrate Salesboom.com with existing business systems and Organization WebSites
Take online training and view best
practice presentations provided by
Salesboom.com
End User
Day 31 to 40
Promote User Adoption among Executives, Managers, Trainers and
Users. Conduct on-going meetings to revisit CRM and Business
Processes.
Guide Project Team and Enforce Project Deadlines
Develop Implementation Strategy and Review
Online Implementation Best Practices
material
Administrato
r
Day 21 to 30
Go live with
Salesboom.co
m and host
Kickoff
meeting
Activate
all Users
Gather feedback from all users
and departments then
prioritize new features and
change requests.
Monitor User Adoption and
data quality. Implement
changes and rollout new
features. Manage users,
roles and profiles.
Find new areas of integration and develop
custom solutions
Build Reports, Dashboards, Views for your Team and develop key
materials including Documents, Email Templates and Mail Merge.
Manage the Salesboom.com platform and ensure users adopt the
new system properly.
Take Online Training
Install Outlook Integration. Create Reports and
Views. Take training program developed by
Project Team. Leverage Salesboom.com’s
Online Help, Training and Support.
The Salesboom.com Rollout Guide outlines the processes involved in a successful CRM Implementation. You are able to edit this map by adjusting
dates and tasks to better fit your specific Rollout Processes. If you require assistance with your companies CRM Implementation your can contact
Salesboom.com for details on our CRM Implementation Programs.
Copyright © 2003-2015 Salesboom Inc. All Rights Reserved
Call Salesboom at 617-600-7989 OR 1-855-229-2043

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