CRM Evaluation

For a nominal fee we can facilitate and conduct a thorough study of your current CRM environment to identify key areas of improvement putting you in better position to accelerate your ROI.  Documentation provided will serve as a next steps road map to help you prioritize future configuration initiatives.  Prior to an evaluation your business goals, pain points and needs will be discovered during a 1 HR long BPR (Business Process Review) session.   

Salesforce.com Quick Start

Quick Starts are designed to help you deploy "The Basics" of Salesforce functionality to your user community in the shortest amount of time . The program is for new customers who need assistance with the initial setup of the application to support their critical business processes. While not designed to be a comprehensive implementation, the program allows you to prioritize the consultant's time on the most valuable aspects of your CRM deployment.

Key Benefits

  • Dramatic improvements to your business process management in a short period of time
  • Greater probability of user adoption
  • Knowledge transfer and best practices so you can further optimize features on your own

Deliverables

The Quick Start Service includes the following:

  • Project kickoff to coordinate timing for the BPR (Business Process Review)
  • BPR workshop to discover/document requirements  
  • Best practices training presentation upon roll-out

Salesforce.com Customization / Implementation 

Implementation and customization designs are performed by Salesforce Certified Consultants.  Let us help your organization leverage technology so that your business processes and strategies are augmented through CRM (Customer Relationship Management) utilization.

  • Implementation and configuration of Salesforce
  • Structured and efficient deployment methodology which includes Business Process Review, Configuration, Configuration Review, Training and Knowledge transfer
  • Support and improvement of existing Salesforce infrastructure

Data Services

Small to Large to scale data projects:

  • Data extraction from your legacy systems or commercial databases 
  • Data cleanup and data formatting
  • Data Integrity
  • Data Migration into salesforce.com or other CRM applications

Service Cost To You

  • Time and Materials
  • Fixed Bid
  • Contract

Please contact us today by submitting an inquiry on our Contact Us page or by calling 214.695.2340

AlvaPoint, LLC www.alvapoint.com 214.695.2340