System Implementation Procedure

For an average sized company, it will usually take around three weeks to set up your lead management system. The below details let you know the general procedure, and the requirements to get your system up and running.

Firstly we will ask for a breakdown of your sales procedure from the initial lead acquisition through to the sales and post sales process.

Understanding your sales process in detail enables us to to start the process of mapping out the lead management system for best use. A document detailing the procedure and staff responsibilities, as well as an on-site visit are usually enough to complete the requirements engineering part of the implementation.

At this point we will also detail all your form input and status information as well as staff details to build the system. System and database building takes around 10-14 days and we will work with you throughout this time to ensure that it is detailing the correct lead and input information and is functionally accurate.

Along with system building, we will also integrate your website forms and brand your system in this time, as well as any CMS modifications to your website that are required for integration.

After the development phase of the lead management system is complete, we will hand it over for testing by yourselves and do any data import of existing leads that is required.

When you are satisfied with the user acceptance testing will will draw up documentation specifically for your business and complete any training days that have been booked.

If you would like more information on implementation of a leads management system please contact us.