Getting Started With SalesChain
As the leading provider of sales and business automation solutions to the office technology industry, we have taken the time to learn and develop best practices for the implementation of our software. Because of our experience, going live with the SalesChain system has never been easier. We’ve outlined the typical steps of the go-live process below!
1) The First Step is to Contact Us
Of course, if you haven’t reached out to us for more information yet, this is the first step of the go-live process.
SalesChain provides a variety of tools and integrations within its software product. This allows us to tailor a package to best suit the needs of your team. We will start by having a brief introductory conversation. Once we determine what is right for you, we will schedule a system demonstration with you, customized with the portions of the SalesChain system that you would like to see.
2) Participate in a System Demonstration
You and your team will then participate in a one-hour session in which one of our SalesChain experts will walk you through our system and its capabilities. We will explain feature details and how they can help optimize your business. This session also gives us a chance to ask questions about the pain points in your process and how we might help improve them.
3) Complete a Subscription Agreement
SalesChain offers a variety of subscription levels which will give users access to different combinations of tools within our product. After you have been introduced to SalesChain and have chosen a package, your management team will be invited to negotiate and complete a subscription agreement with SalesChain.
4) Data Importing Begins
Now our data management team gets to work, interfacing with your company’s operations and sales management staff. This is where the most exhaustive data gathering occurs, as our team collects lists of contacts, client companies, catalogs, and more from your disparate systems and spreadsheets to consolidate them into your new SalesChain system.
ECI integration for e-Automate data is turned and checked for quality in this phase. You will also be offered an optional service that allows us to clean, verify, and de-duplicate your company’s information using data from infoUSA. A second optional service allows us to map all your client & prospect companies using Google mapping information.
5) Management Verification
At this point in the set-up process, your management team meets with our SalesChain project managers to verify that the system is configured correctly. We conduct integrity testing of your database, including your contact imports, commissions schedule, documents, workflow process, and catalog library to ensure accuracy.
Communication planning is also fundamental to this step of the process. We will take the time to outline best practices for communication between your team and ours for both normal, week-to-week projects and imports as well as protocol for crisis situations. Along with this comes some time to conduct risk analysis, how to prevent or mitigate opportunities for compromised data, and how to respond to potential compromises swiftly. The security of your data is our top priority.
6) Phase One Go-Live
This is the first step in the roll-out of your new SalesChain tools. SalesChain is now ready to go live with the first phase. This means that CRM, basic deal pricing, commissions , and documentation are available for use by your sales force. But this is certainly not the end of our interaction with your employees. Our expert SalesChain help desk professionals provide training sessions for your company’s staff. This service is included in our phase one roll-out process.