SalesForce Project
ERP Area: CRM
Software: Salesforce.com,
Products Implemented: Recruiting / Onboarding,Process AutomationService
Company Size: 0 – 1,000 Employees / Industry: Finance / Banking / Insurance
Regions in Scope: North America
Reviewer Role: Decision Maker
Consultant Recognized: Kai DeSilva
Project(s) in Scope: Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services
Systems Expertise 5 out of 5
Implementation Process 5 out of 5
Responsiveness 5 out of 5
Quality of Consultants 5 out of 5
Flexibility / Adaptability 5 out of 5
SPEED & COST
Speed vs. Expectations: Right on schedule!
Cost vs. Expectations: Exactly what we budgeted
SCOPING ACCURACY:
How well did your implementation partner scope the work and understand your needs during the pre-sales process?
Partner scoped and quoted the work well, but our needs changed during implementation
Was the implementation team who actually performed the work the same team that was proposed?
No change
What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
Technology is always growing and adapting. Having a dedicated team who has the knowledge we might not necessarily have the time to learn, delegation is key and we chose the right partner.