SalesLogix consultants providing SalesLogix Support and SalesLogix training
Cornerstone Solutions - SalesLogix Consultants in Houston Texas

SalesLogix

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Cornerstone will help you plan, install, configure, and set up your system with both data and users. We have a proven track record of helping our customers successfully roll out sales automation solutions.

Step 1- Needs Assessment
The Cornerstone team will meet with your key players to introduce the standard features, functions, and utilities of SalesLogix. We will then review your current methods, policies, and procedures addressing the following areas:
  • Sales and marketing strategies
  • Sales Management
  • Current and future hardware and software usage analysis
  • Selection of an administrator and a project manager
  • IT responsibilities
  • Implementation schedule
  • Mail-merge (hard copy, fax, or email) campaigns
  • Synchronization parameters
  • Rollout programs
  • Reporting requirements
  • Data requirements
  • Accounting and other links
We will establish a technology plan, a budget, and an implementation schedule. The entire process will be explained to you, both benefits and costs. We will discuss the time, money, and resources required to complete the project, along with a complete list of hardware and software required for a successful implementation.

Step 2 - Customization
SalesLogix Database Design: Helping both the sales and the management teams decide what information is important, and how to track it, is where we play a big role in your efforts. We understand both the critical and analytical issues surrounding your customers and prospects.
Conversion of Legacy and Existing Data: Cornerstone will inspect, and re-configure for import, any required data currently residing in older databases, and/or from any additional sources (salespeople's’ individual stand-alone databases).
Setup Security Profiles: Clearly define and setup the different levels of desired security for each individual user or team member in your company.
Screen Layouts: We've had lots of experience in designing views that are more efficient and logical for use by your staff. We can also build or enhance views for individual users or for different teams.
Letter templates: We will convert your sales and business letters into Word templates that work with SalesLogix. We can build fax templates to include your company logo. We can also help you expand your portfolio of letters to help your staff succeed in every phase of client contact...from prospecting to closing the deal.
Custom Reports: We will design custom reports that can even contain charts to display and summarize the information contained in your new database and to help you better manage your business.
Synchronization: We will prepare remote databases for synchronization as determined in the needs assessment phase.

Step 3 - Integration With Other Products
During the SalesLogix design process, we will also be working on the interface that integrates the other areas of your business into a total Customer Relationship Management process. We can integrate:
  • Your Accounting Software
  • Your Help Desk/Customer Support Function
  • Your e-Commerce Web Site
  • Your Phone System
  • Your Faxing Software
  • Your Palm Pilots, Windows CE devices or Web-enabled Phones
Step 4 - Installation
With approval of the final configuration, and completion of any data conversion, Cornerstone will proceed with installations on your server(s), the workgroup users' computers, and the remote users' (mobile) computers.

Step 5- Training
The training process and its success in adding to end-user buy-in and adoption is one of the most critical steps in the creation of a successful automation project. Emphasizing the benefits to those being trained is the foundation for all of Cornerstone's training sessions. There are typically separate training sessions for:
  • End-Users (half day class, ten people maximum per class)
  • Administrators (one day class, orientation only)

    Step 7- Continuing Support
    Whether you choose to fully administer the database after everything is in place or have Cornerstone handle the administration, we don't disappear after the project. Technical and marketing assistance are always just a phone call or an email away. We can even set up remote control sessions to handle any issues on the spot.

    Our expertise is not limited to SalesLogix. We also train in almost every desktop software. Whether it be contact management, word processing, spreadsheets, databases, presentation graphics, or email packages, let us help you get your staff up to speed.



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    For comments or questions, email us
    info@cornerstonesolutions.com
    or contact us at:
    Cornerstone Solutions, Inc., PO Box 270514, Houston TX, 77277-0514
    Phone: 713-661-5200    Toll Free: 877-661-5200
    Copyright © 1987-2006 Cornerstone Solutions, Inc. All rights reserved.