Activate
User Accounts
If you have not already done so, activate
all user accounts and ensure that a password has been set
for each account. Be sure to inform each user of their username
and password.
Schedule
business Process Meeting
Meet with all users to go over the various
processes and procedures that are to be followed when entering
data, as discussed with the various department/team managers.
Schedule this meeting close to the rollout deadline. All
users should have completed their salesboom.com training
by this point. Here are some sample items you may want to
put on the agenda:
- Introduction by management team. Explain why Salesboom.com
was the right choice.
- Briefly review all salesboom.com features and tab
pages.
- Show how each user can customize their tab pages and
sidebar.
- Review proper processes and best practices for creating
cases, solutions etc.
- Review the online help and explain its various features
so that users will know where to go when they have questions.
- Finish with a Q & A session.
CRM Rollout Chart Guide: Click Here
|
.jpg){kind=small}