| Rollout Deadline
The first thing to do is to set a date
when you want your company to be up and running with salesboom.com
This deadline will affect your entire preparation process.
It is recommended that you look through the entire rollout
guide and estimate how much time you will need for each step.
This should enable you to determine a fairly accurate rollout
deadline.
Select a System
Administrato
The System Administrator takes the lead in setting up and
administering your salesboom.com organization. They will be
in charge of setting up and maintaining your organization's
role hierarchy, security settings and user accounts.
Select Department
Managers and Users Salesboom.com
encompasses a wide variety of data. Some data types are related
while others are not. It is recommended that you break down
your organization's data into various departments to help
your company run efficiently and effectively. Each department
should have a manager to ensure that the data for that department
is well cared for. You may administer and manage your salesboom.com
organization in any way you wish. You may already have a system
management infrastructure in place. If so, feel free to incorporate
your existing management infrastructure into your salesboom.com
organization. If you do not currently have a management infrastructure
in place or you wish to restructure or make additions to your
current infrastructure, please refer to the following suggestions
as to how to effectively manage your salesboom.com data. However,
it is likely that some sections may not apply to your business.
This is only a guideline as to how you might manage you data.
Salesboom.com is fully customizable, allowing you to set up
a management infrastructure in any way you wish.
Solution Manager
A solution manager is in charge of maintaining
your organization's knowledge base. This may be one or more
people. Cases are logged detailing problems with one of your
products. Such problems may be found and logged by your customers
or by your employees. When a solution to the problem is found,
a Solution is created in salesboom.com detailing the cause
of the problem and the steps taken to solve it. Each solution
needs to be verified to ensure that the problem has been properly
addressed and explained. This is being the case; the solution
manager must have advanced knowledge of your company's products
or services.
Customer Support
& Customer Service Users Customer
support and service users will need to be able to create Cases
to address customer issues and Solutions
to describe the solution to cases they have solved. They may
also need to access and modify Contacts and
Accounts.
Migration Manager
If you currently have a data management
system in place, the migration manager will be in charge of
exporting data from your old system and then importing the
data into salesboom.com For more information on exporting
and importing data, please see the Import
Guide & Tips and the Importing
Data section of the User Guide.
Marketing Users
Marketing users will be able to create
and manage Campaigns in salesboom.com Campaigns
are used to help manage various types of marketing efforts
to sell your company's products or services.
Sales Managers
Sales managers are responsible for generating
and then qualifying Leads. Qualified Leads
are then assigned to sales representatives. Sales managers
are also responsible for creating quarterly Forecasts
to help determine if quarterly revenue quotas are going to
be achieved.
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