Tour de Force Platinum CRM & SFA Solution

Outlook® based Customer Relationship Management - Sales Force Automation

 

 



Index to the Tour de Force Roadmap to Success

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We have provided the you with the content index for the Roadmap to Success. By clicking on the following links you will be directed to the text to where the subject is discussed on the site. Please contact us for any further questions or to receive a hard copy or a high resolution for printing purposes.

Consulting Services

 

Setting Goals

  • The Client's Goals

  • T he Goals of The MRH Technology Group

Setting Expectations

  • Setting Expectations

  • Adopting at Different Rates

Defining the Project Team

  • Client Project Manager

  • Client IT Administrator

  • Client Tour de Force Administrator

  • Client Tour de Force Product Champion

  • MRH Project Manager

  • MRH Business Consultant

  • MRH Environment Consultant

  • MRH Application Consultant

  • MRH Extended Services Team 

 

Outlining the Implementation Process

  • Project Planning Phase

  • Installation and Configuration Phase

  • Review and Discovery Phase

  • Go Live Phase

  • Post Implementation Phase

 

Project Planning Phase

  • Project Kick-Off and Planning Meeting

  • Goals of the Project Kick-Off and Planning meeting

  • Implementation Questionnaire

  • Review of Existing IT/Server Architecture

 

Installation and Configuration Phase

  • Establishing Remote Connectivity

  • Base Installation & Configuration

  • Conversion Source for Accounts and Contacts

  • Legacy Systems into Tour de Force

 

Review & Discovery

  • Review of the Base Configuration

  • Business Process Assessment, Mapping, Documentation and Review

  • Primary Goals of this Milestone

  • Additional Topics Discussed

  • Reconciliation of BSI Data

 

Going Live

  • Finalize Configuration

  • Configuration of Advanced Features and Modules of Tour de Force

  • Advanced features that can be implemented after the Base Configuration

  • Review Go-Live Checklist/Final Review

  • Client and Remote User Installation

  • Go Live User Training

  • Manuals during the Training Sessions

  • Tour de Force Administrator Training

  • Review of Outstanding Issues Following Go-Live Training

 

Post Implementation Phase

  • 30 Day Post Implementation Support

  • Turnover to Extended Services Team

  • 60 Day Post Implementation Review

  • Ongoing Relationship with Extended Services of Tour de Force

  • Support Services for Tour de Force

  • Educational Services for Tour de Force

  • Most Popular Web Training Sessions

  • Business Consulting Services