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Data Management - Customer Relationship Management (CRM) & Sales Force Automation Consulting |
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Diamond
Marketing Systems Offers The Following CRM & SFA Database Consulting
Services
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| Project Planning | |
| System Implementation | |
| Training | |
| Data Migration | |
| Data Synchronization | |
| Report Writing | |
| Support | |
| Other Services | |
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| Managing change is critical to your project, and the first step is to collaborate on defining what the core system objectives are and identify expected business results the project will deliver. | |
| Having been involved with hundreds of projects, we understand that no two projects are alike. Sometimes our clients ask us for a tactical implementation and sometimes a full cycle, strategic setup is desired. Whatever your goals, we respect them and offer the following information as options related to pre-implementation planning. | |
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| Planning Deliverables | |
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A Project Definition Document that outlines the approach, goals, success
measures, risks, assumptions. . A Statement of Work outlining objectives, scope, roles & responsibilities, and component costs. . A detailed project timeline and schedule, including tasks, task sequence, assigned resources, estimated task duration. |
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System design is critical to the success of your automation project because the design is so far upstream of all the other functionality you want your system to produce.. Optimizing workflow, capturing the necessary data to create viable information, accommodating ad hoc queries, generating reports, and more, depends on a solid design and standardization. Depending on the solution (ACT! software, GoldMine or Salesnet), configuration includes the establishment of user defined fields and other database objects, custom views, Windows pop-up entries and references, and data security. It also includes the coding of activity and result inputs so drill down into activities and sales results is possible. We will create and present, for your review, a prototype design and get feedback for final modifications, prior to roll out. Our design meeting typically is one half day. After the design of your database, Diamond Marketing Systems will assist your company with decisions regarding procedures, security measures for maintaining the integrity of the system, reporting requirements, training, and support requirements. |
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Data migration and cleansing are extremely important to your data management solution. The routines for importing data into your system must be well defined. The existing data must be cleaned before or after conversion, and presented in the correct format, ready to transfer into your new system. New procedures must be in place, after the initial migration, to make sure that the data on the new system remains clean. You can build the best-ever solution, but if it relies on poor data, the decisions made with it will be poor as well. Diamond Marketing Systems can perform the data migration and conversion of your existing data into your new system. Data migration may include; the retrieval of data and related applications from your systems; consulting on the mapping of data to the new system, conversion of data to field structures compatible with your system, mapping and importation of data into your new system, and review of the converted data to verify accuracy. |
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Training will be among the most important factors to the success of your sales force automation and customer relationship management project. We offer Basic, Advanced and Administrator training for ACT! software, GoldMine and Salesnet. Training is typically task oriented and one-half day. Your customer relationship management system, that includes actual production data, is used for hands-on training. As part of our salfes force automation and customer relationship management solution training, class exercises and tests which use functional modules can accompany the custom training database. |
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distributed data model that you select is critical to the success
of the project. We work with you to assess your needs and provide
options that will best accommodate your requirements for data management,
transfer, frequency, security and more.
Remote synchronization for field users and remote offices is available in both ACT! and GoldMine. With our Salesnet solution, no synchronization is required because of the nature of the ASP model. Salesnet allows you to easily sync Outlook, ACT!, GoldMine or your Palm with the Salesnet information. |
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| While
our solutions come with many predefined reports, custom reports can
provide a high level of specific, decision-support information. As
part of Report Generation, Diamond Marketing Systems will work with
you to develop the best reports to manage your processes.
We will help you define these reporting requirements and customize the reports as needed. We will insure that inputs required for desired reports are being collected in a manner that will enable reporting to take place. |
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Our database consulting services come with a full range of technical support for a wide range of products, including ACT! software, GoldMine and SalesLogix. These services include: |
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| Diamond Marketing Systems can provide additional productivity enhancements to your company through the implementation of advanced system features or integration with other software applications. | |
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Installation
of data management software
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