SalesOutlook - Easy CRM Solution for Outlook and Sharepoint

 From time to time it may be beneficial to customize the SalesOutlook CRM system to better fit your business needs and processes. The longer it takes an organization to implement a solution, the longer it takes for them to reap the economic benefits and business value. That's why SalesOutlook Professional Services created the Quick-Start Implementation Methodology for our clients.  Speed of implementation means quicker time to value, a critical success factor to ROI.  Additionally, today?s CRM Systems need to carry a low cost of initial deployment and also provide easy access to the right information for more ?informed? decision making.

SalesOutlook Quick-Start Professional Services enable our clients to accelerate implementation and quickly optimize business performance in order to accelerate the business value resulting from their CRM Investments.  Leveraging our Quick-Start Tools & Templates, we are able to: 

• Clearly set client expectations and efficiently meet client needs

• Rapid implementation of a properly customized SalesOutlook system

• Enable rapid engagement start-up with quick results

• Deliver business value, FAST!

Purpose:

The Purpose of a Statement of Work is to set out the general scope and terms of the professional services to be delivered by SalesOutlook Professional Services including a comprehensive plan to better align the client?s internal implementation of SalesOutlook with their unique Sales & Marketing Processes.  More specifically, Client seeks to engage Consultant to:

• Model the Sales & Marketing Processes

• Analyze the business requirements & Develop a Functional Requirements Document

• Configure the SalesOutlook system

• Deliver customized training to the users

• Provide ongoing user adoption support with coaching sessions for the Sales Team.  
   

The highly structured and systematic Quick-Start Methodology outlined in this proposal can help
Clients to manage information in a more efficient manner, streamline and automate certain business processes and improve the productivity of the organization.  Additionally, SalesOutlook Professional Services proposes to help Client with the design, configuration and implementation of certain critical business (workflow) processes.    

The engagement will focus on the basic configuration and user training services summarized as follows:   

•  Document Sales Process and Document Application Requirements

• Customize the SalesOutlook System to meet the client?s unique business requirements.   

• Develop and deliver a customized training program with the users to ensure 100% User Adoption