After choosing the highly adaptive, flexible, and powerful Sage SalesLogix CRM and Sage SalesLogix Mobile software solution, the next step to high user adoption and return on investment is the Design Audit and Prototype.
To start with, think about your current technologies used for storing leads, prospects, customers, opportunities, associated activities and history and how sales, marketing, customer service, and managers interact with the data. What are the most common requests and wish list items and can these be solved with Outlook Excel, an inferior CRM system, an old unsupported SalesLogix or even no CRM solution?
With either an Express SalesLogix Design Audit or On Site SalesLogix Design Audit we investigate and analyze your needs, deployed systems currently used and their interaction with your CRM solution / CRM need and how SalesLogix will integrate with the analysis provided. The SalesLogix Design Audit team has over 20 years of CRM experience and will expertly advise on the SalesLogix solution that will achieve the highest ROI through better reports, pipeline visibility, and user adoption.
What is within the SalesLogix Design Audit
EXPRESS DESIGN AUDIT
Takes approximately 2 hours of your time and 8-10 hours of ours
Technical requirements
Data import strategy
Accounting and back-end integration review
Training plan
Security guidelines
Timelines and investment summary
Recommended steps
ON-SITE DESIGN AUDIT & PROTOTYPE
Takes approximately 2 days on-site and a week of our time off-site. It includes everything from Express Design Audit
Prototype customized database
Hardware compatibility check and detailed scoping
Back office integration review (ERP, Accounting, mainframe, etc.)
Schema with high level data import mapping (preserves your existing data)
Workflow processes for Sales, Marketing and Customer Service
Goals with measurable reporting requirements
Complete Rollout plan
Blueprint Report with accurate costs, timelines, and responsibilities
Upon completion of the design audit the choice is yours on how to proceed. The detailed thoroughness of the Design Audit means that your company can move forward with implementing your CRM solution immediate. With your business requirements process formally outlined, we can work with your team, even if initially a bit more conceptual then factual, the Design Audit process will serve as a guide through the next step.
A SalesLogix Design Audit and Prototype commences with a discussion of your business objective, key requirements, goals and direction, and database fields required in the CRM and workflow solution. From there our CRM Design Audit experts will analyze your existing system structure, infrastructure requirements, workflow, productivity, data conversion procedures and reporting tools. With this analysis complete, we produce a screen design prototype, customized based on your business needs to ensure industry leading end-user adoption.
Benefits of Performing a SalesLogix Design Adit
The need for equipment and/or systems to be 'fit for purpose' prior to purchasing
The need to identify potential risks and benefits
To maximize standardization across various product ranges
To update a product/service to reflect changing customer needs and advances in technology
To introduce new innovations and grow as a business
To achieve cost reductions, higher end user adoption, better reports, pipeline visibility and higher ROI
Get More Info
Get a first look at just some of the benefits Sage SalesLogix sales software has to offer in our Sage SalesLogix product demos. Want to know more about Sage SalesLogix sales software? Fill out our Get Info form, and we'll send you what you need. Or, place a free Web Call and we'll call you right back.
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