Implementation Overview
Implementing a Selltis system typically takes days, not months or years. Because our software was developed specifically for industrial sales teams, many industry-specific features, terms and processes have been incorporated into the package as standard features. Also, our personnel have business and sales expertise in our customers' industries. Therefore, you don't have to pay to educate us on your business and selling environment. This drastically reduces the need for extensive consultations and customizations, which save you time and money.
Our implementation process centers around a well organized, step-by-step plan. Early in the sales process, our sales consultants work with you to review the process and clearly define tasks and due dates. With a set plan and clearly defined responsibilities, the implementation proceeds in an orderly and efficient manner. All tasks ranging from data imports to final user training are scheduled. And since many tasks are under your control, you have the ability to throttle the progression - as quickly or as slowly as you're comfortable with. From purchase date to final training, our implementations average less than 30 days.
Implementation Steps
- Strategy/Planning. Our implementation team will review with you the key goals for implementing Selltis and specific strategy we will take during the weeks leading up to the roll-out. Tasks and due dates will be assigned.
- Data import. To speed up the implementation, we import the data from your existing databases including: accounts, contacts, lists of employees, lists of resources, products and models (SKUs), and other pertinent data. The implementation team will review the best strategy for collecting, reviewing and submitting the data to us.
- Pre-training Review. Key members of the implementation team will review the final release of Selltis with your data imported and go over any workflow or training issues.
- User training. Our user training consists of practical, hands-on topics that enable your users to be proficient in the main features of Selltis within hours. We recommend another training session after a full implementation to all users.
Initial User Training
We recommend giving all users a two-day training session in groups of up to 25 users per session.
After the solution has been used for several months, we recommend another 1-day or 2-day training session that covers advanced topics and provides answers to users' questions.
We are committed to making our every implementation a success. Toward that end, we offer to be involved with the implementation as much as you want or need us to be.