"Think Big Start Small Scale Fast"

Deployment Strategies for CRM Success

Presented by: Matt Zimmerman Director Business Solutions

"Think Big Start Small Scale Fast"

Value of Deployment Strategies

Shorten CRM implementation time Fully understand user requirements Gain a roadmap to CRM success Achieve maximum end user use Get trained on and roll-out CRM fast

"Think Big Start Small Scale Fast"

How We Help You

Identify user needs Align needs, technology requirements, and

business goals Educate end- users of core functionality Experience highly-configured CRM

solution

"Think Big Start Small Scale Fast"

Deployment Strategy Process

Jump Start

Rapid Deployment CRM Value Assessment

Benefits

Shorten implementation process Get arms around user requirements

Gain a roadmap to CRM success Get trained on and roll-out CRM fast

Top Ten Results of the Success Achiever Program

"Think Big Start Small Scale Fast"

4. Pilot: Roll out core requirements to gain user buy-in and start to drive results

3. Roadmap: Use Value Builder results to determine deployment strategy; build a road-map for success

2. “Top Ten” Success Achiever: Employ a methodology to identify the end- users’ needs, goals, and requirements

1. General Overview: Start to gain working knowledge of configuration of iExtensions, “Top Ten” Value Builder Methodology, deployment strategies, and capabilities

Achieve CRM Success5. Full Deployment: Continue to roll out remaining end-users; monitor and measure results, and drive success

"Think Big Start Small Scale Fast"

Jump Start

"Think Big Start Small Scale Fast"

Jump Start Profile

Have basic user requirements

Low risk- high return insurance policy

Pilot CRM Solution- get up and running fast

Educate users on core functionality

Conduct express discovery of user needs

"Think Big Start Small Scale Fast"

Jump Start Steps

1) Pre-implementation Top Ten Questionnaires Conference call Remote installation

2) Implementation Discovery Meeting Configuration and Administration User Training

3) Post- implementation services On site visit report Success Validation

"Think Big Start Small Scale Fast"

Rapid Deployment

"Think Big Start Small Scale Fast"

Rapid Deployment Profile

Have multiple users and/or more intricate requirements

Need to fully analyze and document processes in detail for internal record, large roll-outs

Comprehensive discovery session to pinpoint user requirements

Train users Experience highly configured CRM solution

"Think Big Start Small Scale Fast"

Rapid Deployment Steps

1) Pre-implementation QuestionnaireConference call Remote installation

2) Consulting Services #1Kick off Meeting Data integration analysis

"Think Big Start Small Scale Fast"

Rapid Deployment Steps

3) Post-implementation #1Onsite Visit Report Functional Design Specification Functional Configuration Technical Configuration Data Conversion

"Think Big Start Small Scale Fast"

Rapid Deployment

4) Consulting Services - Visit #2 System Validation and Deployment Review Recap and Issue resolution Administrator Training End-user Training Deployment Strategy Session

5) Post- implementation Services #2 Onsite Visit Report Success Validation

"Think Big Start Small Scale Fast"

CRM Value Assessment

Company of any size Need to uncover, understand, clarify value

of CRM to organization Seeking proven methodology to help

achieve accuracy and consensus for CRM

"Think Big Start Small Scale Fast"

CRM Value Assessment Steps

1) Pre-Implementation Services Questionnaires Conference call Remote Installation of iExtensions CRM (optional)

2) Onsite Services Kickoff meeting Meetings with departmental CRM sponsors and user

representatives Data integration analysis Functional configuration and scope analysis Present configured solution and CRM strategy to entire team.

"Think Big Start Small Scale Fast"

CRM Value Assessment Steps

3) Post Implementation Services Onsite Visit Report Implementation

"Think Big Start Small Scale Fast"

Why Choose On Line Software Sales We are: CRM experts that deliver value and results

Focused on configuration, not customization so you can quickly

and cost-effectively roll out CRM

Committed to achieving CRM success through effective user-driven

Top Ten Success Achiever Methodology

Deployment Strategies

"Think Big Start Small Scale Fast"

Next Steps: Start Building CRM Success Today

Arrange conference call with business and executive sponsors to review deployment strategy best suited to your company’s needs

Contact Information

Matt Zimmerman

Director Business Solutions

Prime Sales Solutions

mzimmerman@primesalessoltuions.com

Office -973-928-7372

Mobile -973 941-2361