Through the implementation of a reputable CRM that best suits your business needs and the application of proven best practices, VitalOpps will work with you on five primary fronts to track and drive the tangible results your company needs to continue to succeed.

•    Prospect and Lead Management - We will work with your sales team to streamline and enhance your Lead Capture and Lead Management Processes. Once clearly defined, we support the process with full Salesforce automation to provide a clear view of sales team activities, pipeline, and forecasting through your Salesforce Dashboard.

•    Marketing Effectiveness and ROI – By understanding how your marketing team is utilizing their budgets, we will help them gain invaluable insight and reporting capabilities on what’s working and what’s not.

•    Customer Service and Retention - The only thing more important than tracking your customers’ challenges and needs is tracking the solutions. We will enable you to grow your business by providing better service and maintaining healthier relationships.

•    Workflow Process and Visibility - With the extensive and easy to use reporting, gain a full view of all aspects of your workflow process. With customized Dashboards you’ll gain real time views into all facets of operations.

•    Custom Application Development – VitalOpps will help you meet your specific business requirements above and beyond standard CRM. We will assist you in bringing most any aspect of you operation onto one centralized platform.

CRM Implementation – Our Seven-Step Approach

1. Business Process Review – For initial implementations and revitalizations of existing   implementations we start with an in depth review of your current processes. From there we analyze your current reporting and develop a clear understanding of all additional reporting desired. Once all process and desires are clearly defined, we map the processes which lay the foundation for how each aspect will function within your soon to be customized Salesforce.com system.

2. Initial Customization – With your processes and needs clearly defined, the initial setup and customization is conducted and tested.

3.  System Overview & Training – Because we believe a good idea can come from anyone, we train your team members on the functionality of the initial system design. In this step, we engage your team members with a dual focus – to train as well as gain more knowledge from them. Here, we consistently discover new ways to further maximize your CRM application to better serve your business needs.

4. Final Customization – Based on our findings in the System Overview & Training we implement the new functionality and apply all necessary modifications for your final approval.

5. Data Migration – Data Migrations demands are determined in advance of implementation kick-off. Depending on the volume of data that needs to be migrated from your legacy systems we determine if a third party specialist is necessary, or conduct the migration for you.

6. Training – Fully customized training is provided to each member of your team. This training is conducted in a number of ways including one-on-one and group settings at your location and remotely through online meetings. When we train we encourage our participants NOT to take notes, but rather to focus fully on interacting with the trainer. After each session, fully customized reference notes, unique to your specific system design, are provided.

7. Reference Guide – Upon the completion of implementation and all training, a customized Reference Guide is provided to each team member. Our Reference Guides are tailored to specifically cover all functionality and training conducted to support your organization’s unique workflow.

Ongoing Service, Support & Training

VitalOpps provides remote administration needs on per-client bases, meaning that we will work with you and your team to establish the level of support needed to meet your unique requirement. All VitalOpps Training is fully customized to support your organization’s process and is fully documented and supported with click-by-click instructions. Please contact us today to learn more about these services.