TrackerRMS offers customers two types of set up with very different support -
- Have an understanding of how to implement and map your business processes into a new CRM system
- Have employees who have implemented CRM software previously and understand how to implement without support
- Understand how to cleanse their own data and import the data straight into a CRM system
- Have had internal discussions regarding CRM naming conventions, configuration and workflow process
Working together for a successful TrackerRMS implementation
The TrackerRMS Supported Set Up is designed to ensure your investment in TrackerRMS is justified, as well as ensuring you continue to get the best from your new TrackerRMS initiative. It is important to ensure that you have a good understanding of what you are trying to achieve, in order that the eventual solution meets all aspects of your business needs.
We will work with you to determine what your requirements are and will continually consult with you during the implementation. Typically a TrackerRMS implementation will include the following steps:
Once contracts are signed, a member of our implementation team will call you to discuss the next steps. During this call we will arrange your first consultancy session.
Your Implementation Manager will be your point of reference throughout your entire implementation process. You will also be introduced to your Account Manager to ensure you always have an alternative contact throughout the process. During this first call, we will ask you to identify who will be the customer Project Manager and if any other members of your business will be part of the process.
During the first consultancy session, we will set out and agree what your success criteria is and what you expect to get from your CRM initiative. We will begin to discuss with you in detail your CRM objectives taking into account all client facing departments, (including sales, marketing, customer service), as well as IT, finance and other key functions.
We will review your Reporting and other Management Information requirements and agree all process ownership including responsibility for workflows with agreement on “who does what” from both parties.
Once all this information has been collated, your new TrackerRMS environment will be created, your work-flow incorporated and your tailored system will be ready for you to review.
TrackerRMS has been exposed to a vast number of both legacy and modern applications, data schemes and formats, which means our technicians are able to work with you to assess, cleanse and import this vital data into your system, whilst ensuring continuity and no loss of your core business information.
We can conduct full data and document migrations from the majority of CRM systems, or Recruitment databases. Sample data will be taken from you during the implementation for you to review and confirm you are satisfied with the mapping of the necessary fields.
For more information on our Data Migration services, please click here.
TrackerRMS can build specific training solutions tailored to your company needs and training and consultancy is provided in many forms.
Some clients get up and running with only the support of our on-line help files and the intuitiveness of the software with no consultancy. Other clients require bespoke training and consultancy that TrackerRMS delivers to it’s users which underpins the internal processes within the business.
Whether it’s via web or face-to-face workshops, working with different user groups across your business, TrackerRMS has the ability to train and support your organisation through the adoption process and the ongoing refinement of the use of our software.
For more information on our TrackerRMS training solutions, please click here.
Your system has been configured to your requirements and your team is trained and ready to start using TrackerRMS. Should you be using our Data Migration services, we will agree to take a final data cut from your existing database and re run the latest data into your TrackerRMS system.
Your Account Manager will be on hand at all times during your first week of your new implementation to answer any questions you have. TrackerRMS clinics will also be booked in for the first few days to allow your team to dial into a web meeting and ask any questions they may have.
You know your business inside out and have the resources to implement TrackerRMS yourself.
TrackerRMS offers a quick, simple and free of charge way for you to configure your TrackerRMS system. The TrackerRMS wizard takes you through a step by step guide of how to set up your new TrackerRMS environment, allowing you to configure all your system fields, from client types, to defining your sales processes along the way. The Quick Start Set Up is ideal for clients who have all their business processes and workflow in place and understand their user and technical requirements. Our Quick Start Package is ideal for clients who want to get up and running with no support and with no extra costs.
The TrackerRMS Set Up Wizard is quick and simple to use
Importance of getting it right from the start
If you are embarking on a new system project, or, if you are deciding to review your current programme, it is important to ensure that you have a good understanding of what you are trying to achieve from it, in order that the eventual solution meets all aspects of your business requirements. If you do not have your processes mapped, or are unsure how to implement them into your new TrackerRMS system, then we suggest you opt for the TrackerRMS Supported Set Up Service. This detailed service allows us to work closely with you to determine what your requirements are, taking into account all client facing departments (including sales, marketing, customer service), as well as IT, finance and other key functions. We will also review any reporting needs and analyse any data and process ownership, to get as much clarity as possible. For more information on the TrackerRMS Supported Set up Service, please contact TrackerRMS for more information.