SWI has defined the SWI CRM JumpStart™ solution as a methodology for deploying Salesforce.com CRM solution to our clients. The process encompasses a set of activities in 5 major steps:

For each of these steps, we have defined key activities, considerations and deliverables to facilitate and expedite the process.

SWI CRM resources expedite the Salesforce.com CRM implementation process through the application of:

• Pre-configured Salesforce.com CRM “templates” for various solutions
• Training templates customized to customers’ specific processes
• Best Practices based on extensive experience with Salesforce.com

Guidelines & Procedures

• Requirements review
• CRM Design guidelines
• Design review

Tools

• Configuration snapshot and deployment
• Test case definition and suite maintenance
• Problem reporting and tracking

Templates

• Project Execution Plan
• Requirements Gathering Questionnaires
• Requirements Document
• Design Document
• Status Reports
• Meeting Minutes
• Users Training/Users Guide
• Change Order