 |
| Customer Support Process Maps |
| These maps were developed in conjunction with our Aplicor implementation and since they are fairly generic I thought others might use them as a starting point or otherwise get some benefit from them. |
| Category: |
|
Implementation Support |
| File Type: |
|
Visio  |
| Size: |
|
249KB |
|
| Project Team Roles and Responsibilities |
| This document was created to clearly and thoroughly identify each project team role and their implementation project responsibilities. I suspect with very little editing it can work for about any company. |
| Category: |
|
Implementation Support |
| File Type: |
|
Word  |
| Size: |
|
73KB |
|
| Aplicor Visio Screens |
| We actually received these visio diagrams from Aplicor as part of a software customization project. They are very useful in creating screen mock-ups for discussion purposes. |
| Category: |
|
Implementation Support |
| File Type: |
|
Visio |
| Size: |
|
1MB |
|
| Analyst Report on SaaS Uptime |
| This short two page analyst report was fairly informative in looking at the SaaS delivery factors of availability and reliability. If references SFDC, however, its research applies to the entire SaaS industry. |
| Category: |
|
Operations Support |
| File Type: |
|
Adobe PDF  |
| Size: |
|
97KB |
|
| Aplicor Training Curriculum |
| Aplicor used this powerpoint as part of our classroom training. It goes through Sales Force Automation (SFA), account management, contact management, activity management and opportunity management. It's a little dated, however, all concept continue to apply. |
| Category: |
|
Implementation Support |
| File Type: |
|
Powerpoint  |
| Size: |
|
2.7MB |
|
| Analysis and Migration Tool |
| We received and used the attached risk measurement and analysis tool. We intended to implement this procedure monthly, however, didn't quite make that frequency. Nonetheless, the tool was very useful and the exercise invaluable in accomplishing our implementation objectives. |
| Category: |
|
Implementation Support |
| File Type: |
|
Excel  |
| Size: |
|
59KB |
|
| Study on CRM Failures |
| Our consultant provided us this document in order to mitigate and prevent some of the more common reasons associated with CRM implementation failures. It's a little dated, however, the research hasn't changed. |
| Category: |
|
Implementation Support |
| File Type: |
|
Word |
| Size: |
|
26KB |
|
| Integration White Paper |
| Aplicor's XML web services white paper is pretty good for system administrators and executives. Programmers will want to reference the actual online WSDL and Web services technical documentation. |
| Category: |
|
Implementation Support |
| File Type: |
|
Adobe PDF |
| Size: |
|
2.7MB |
