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Pivotal FastPath Implementation Services provide an approach to implementing and automating marketing, sales, or service capabilities in a short, fixed timeframe at a fixed cost.
Pivotal FastPath Implementation Services Fast returns on your CRM investment. Implemented in 30 days —or sooner. Helping companies move their CRM Move quickly for CRM impact where you need it most. Get started now, technology forward quickly. and evolve at your own pace as your business dictates. • Pre-developed processes based on industry best practices Companies look to CRM technologies to deliver value. The benefits of CRM are as varied as the companies who implement it, and the sooner they can reap the benefits, the better. However, • Pre-developed customization choices CRM is still often thought of as an “all-or-nothing” proposition, taking many months to implement accelerate fit to workflows and to achieve the desired results. Getting value from a CRM investment—quickly—is especially • Pre-configured development challenging for many organizations when budgets are tight and competition is fierce. approach reduces implementation and configuration time Some companies are taking a different approach. They begin their CRM initiative in a specific area—such as marketing, sales, or service—and implement the solution rapidly. Once they begin • Proven methodology with a guaranteed to achieve return on their investment, they leverage these “quick wins” and extend their original timeline mitigates risk solution by either implementing an adjacent solution for another department or customizing to • Hosting and administration options address their unique business needs, one process at a time. They approach their end goal—a minimize need for internal IT resources larger-scale, customized solution—without waiting months for a full-scale CRM implementation and without having to devote significant internal resources to the implementation. • Flexible pricing and subscription options for a cost-effective deployment Pivotal FastPath Implementation Services provide an approach to implementing and automating marketing, sales, or service capabilities in a short, fixed timeframe at a fixed cost. By taking • CRM foundation with the ability to scale and advantage of this offering, companies shorten the time to up-front results, verify that the solution is grow as your business evolves right for the organization, and benefit from a technology platform that also provides the long-term To learn more about Pivotal FastPath flexibility they need to extend and enhance their original solution. Implementation Services for sales, marketing, and service applications, contact your CRM Applications in 30 Days—Or Sooner account manager at +1 877-748-6825 or Pivotal FastPath Implementation Services get companies up and running with CRM in the email@example.com. quickest possible time at a low fixed cost. They provide for rapid implementation of a minimal yet fully functional system. To achieve this we use a standard project plan, pre-defined processes and customization options, and a proven methodology based on hundreds of successful implementations. Pivotal CRM delivers sales, marketing, and service applications that provide the basic foundation for a complete CRM solution without a large up-front investment. Pivotal Sales:™ Create account-plan strategies, forecast new sales opportunities, and benefit from a more productive sales team, shortened sales cycle, and better pipeline visibility. Pivotal Service:™ Manage contracts, set and track service-level agreements, resolve problems, and define escalation procedures. Your Help Desk can offer each customer the right level of service via the right channel to maximize customer retention and minimize costs. Pivotal eService:™ A web-based customer self-service portal that enables companies to improve customer satisfaction while reducing sales and support costs. Includes support-incident management, knowledgebase, issue management, and more. CDC MarketFirst:™ Conduct precisely targeted, personalized marketing campaigns and benefit from better sales leads, more efficient marketing, plus tighter integration between marketing and sales. Building for the Long Term, One Business Process at a Time Time can be the enemy of CRM implementations. Requirements can change every few months. Gaining competitive advantage from a CRM initiative requires a solution that supports today’s specific needs and has the flexibility to address future requirements. With Pivotal FastPath Implementation Services, you can adopt applications in stages, delivering quick wins in a rapid systems-development environment, and later adapt the applications over time to your processes. Pivotal CRM | Datasheet Adopt applications in stages, delivering Proven, Phased Methodology quick wins in a rapid systems-development Our standardized Pivotal FastPath Implementation Services provide a structured method for environment, and later adapt the applications delivering the results you want, fast. Founded on our proven Rapid Productivity Implementation over time to your processes. Methodology and based on years of experience planning, designing, and deploying mission- critical CRM applications, we have developed a methodology specifically designed for accelerating the implementation of marketing, sales, or service automation. Phases of the implementation cover an end-to-end effort, ensuring a working production system is in place in a relatively short time. Our Pivotal FastPath Implementation Services Project Plans are very granular and highly refined, clearly defining action plans and tracking daily tasks, decisions, deliverables, and responsibilities. Predictable, Low-Risk Implementations Pivotal FastPath Implementation Services are guaranteed fixed-cost, fixed-time implementations for a predictable service that delivers the value you need. The first step towards getting the project on solid footing involves walking the customer through the entire application. A Pivotal CRM Technical Project Manager leads your team through a Configuration Workshop that focuses on user needs to be addressed by the system. Using a Business Process Guide, which integrates knowledge gained from hundreds of implementations, we work with you to make configuration selections in a predicable and logical manner. Founded on industry best practices, this process defines the scope of the project and provides clarity for the implementation team, reducing any unexpected surprises. When it comes to system roll out, a Pivotal CRM System Engineer will work with you to plan the architecture, install the system, and optimize performance. Pivotal Solution Development Center Efficiencies A fast, cost-effective method for deploying our applications is leveraging our offshore Pivotal CRM Solution Development Centers. By making the most of dedicated Pivotal CRM Solution Development Centers, we can decrease onsite development and costs by at least 20 percent; through them, you receive our full expertise and best practices, along with the tools necessary to continue to modify your Pivotal CRM system. Pivotal Hosted CRM Applications Offload responsibility for managing your solution to Pivotal CRM. From outsourcing hardware to managing applications, our hosting service eliminates wait time caused by hardware or infrastructure delays and lets you focus on verifying that the applications will work for you—further helping to reduce your risk. When the implementation is complete, you can seamlessly transition the solution in-house. Knowledge Transfer and Rapid Adoption Knowledge transfer is a priority during a Pivotal FastPath Implementation. Our goal is to ensure self-sufficiency, so we work to build your confidence throughout the 30-day process. Knowledge transfer takes place during all phases of the implementation. With your business users—sales, marketing, and help desk users—we build your applications, combining business needs with our pre-configured processes. We can provide technical training for IT resources, “train the trainer” certification, and custom training guides at an additional cost. Pivotal CRM | Datasheet Pivotal FastPath Implementation Services Methodology Week 1 We work with you to define the necessary configurations. We install the baseline software at your site and begin remote application development.1 Key Activities Deliverables • Configuration Workshop • Configuration Guide • Integration Discovery session • Integration Discovery document • Infrastructure evaluation and software • Baseline software installed installation • Application configuration and data mapping begins • Data conversion begins • Business end-users identified for deployment Week 2–4 We continue to work with your business users to configure the application and conduct unit-level testing. Key Activities Deliverables • Application configuration completed • Configured application • Data conversion completed • User acceptance testing document • User acceptance testing completed • Technical training for IT resources at an additional cost Week 5 We complete end-user training, perform system cutover, and roll out the application to end-users. Key Activities Deliverables • Final data migration and system cutover • End-user training manuals • End-user training • Live application • Application roll out • End-user support begins Week 5 Finally, a contingency week is reserved for deployment and training assistance. Key Activities • Short-term end-user support 1 Modified methodology required for CDC MarketFirst. Learn More About Pivotal Professional Services Learn more about the wide range of implementation, optimization, and upgrade services that accelerate and increase return on your Pivotal CRM investment, while reducing total cost of ownership. Call us today at +1 877-PIVOTAL (+1 877-748-6825) or visit us at http://www.pivotal.com. Copyright © CDC Software 2007. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.
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