Tigerpaw Implementation Agenda (Sales)

Monday
(Process Discovery, Sales Process) 		Tuesday
(Sales Processes) 		Wednesday
(Sales Process Training) 		Thursday
(Implementation) 		Friday
(Implementation)
  • Tour and introduction.
  • Interview upper management.
  • Gain clear understanding of vision, mission, and goals.
  • Review goals for SFA and timeline for day and week.
  • Review goals and timeline for day and week.
  • Strategize Sales processes and Tigerpaw integration.
  • Walk through time and productivity management.
  • Strategize time and productivity processes and Tigerpaw integration.
  • Walk through leads disbursement process.
  • Walk through current marketing processes.
  • Define Opportunity stages and reporting criteria.
  • Sales management personnel training.
  • Review current sales reports and Tigerpaw sales reports and Dashboards.
  • Review security policies and roles.
  • Set up all Reps, tables, security. Import accounts & contacts. Copy system for acceptance testing.
  • Acceptance walkthrough by management.
  • Acceptance walk through by Reps.
  • Implement sales processes.
  • Monitor implementation.
  • Prepare client To Do list.
  • Processes are solidified by management. Methods are agreed upon.
  • Check Tigerpaw security settings.
  • Interview sales management personnel.
  • Walk through current sales process.
  • Identify management goals for sales process.
  • Planning.
  • Documentation.
  • Walk through new sales process.
  • Clarify management goals for sales process.
  • Flowchart new sales process.
  • Prepare for sales process training.
  • Documentation.
  • Sales rep personnel training.
  • Custom reports plan, identify key daily and weekly reports.
  • Custom Dashboard plan.
  • Documentation.
  • Implement sales processes.
  • Prepare quotes.
  • Documentation.
  • Flexible time.

Items to be completed (if possible) prior to engagement: *

  • Processes and procedures documented
  • Goals and objectives defined
  • Database built with prospects, customers, code tables, reps, security
  • Opportunity stages and processes defined
  • Marketing campaigns pre-built
  • Price book imported
  • Quote formats created

* Note: the more effort expended before the engagement, the more time can be best used during the engagement for training and implementation support.

  

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