Introduction
Designed to get you up and running with Funnel Metrics, the Implementation service is performed by Full Circle team members in collaboration with the customer project team to tailor the solution for your company. We follow a standard methodology to successfully deploy Funnel Metrics to your organization.
During Implementation, we ask you to describe your business process and so that we can understand and define your requirements. Next, we propose some ways in which Funnel Metrics can solve your company’s challenges. We stage the solution in your sandbox so that your team can test, validate, and share it internally. Once your team validates the solution, we proceed to deploy the solution in your production org.
| Prepare | ||
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FCI Responsibility Knowledge Transfer Sales team transfers pertinent information about your business to the customer success team. Kickoff Call A 30-minute call for introductions, overview of the project structure, and scheduling of business process review sessions |
Customer Responsibility Kickoff Call Engage your team and ensure all relevant members are on the call. Be sure to include your:
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| Analyze | ||
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FCI Responsibility Gather Requirements: Business Process Review (BPR) sessions to understand current marketing to sales hand-offs, campaign usage, funnel and campaign attribution measurement, marketing automation synchronization with Salesforce, and data quality. Based on these details, the Full Circle team will propose and stage a solution using the Funnel Metrics framework. Data: During the BPRs, we review the condition of data in your production org so that when you go live, you'll have the most complete funnel metrics possible. As part of the process, we frequently recommend items for clean up. You'll be able to perform some of this cleanup in advance, and we'll take care of the rest during deployment. |
Customer Responsibility Active Participation: Review presentations on Funnel Metrics basic concepts. Complete Quickstart workbook prior to your first BPR.
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| Build | ||
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FCI Responsibility Based on your requirements, we will stage the solution in your sandbox for review and validation. |
Customer Responsibility Be available for questions and review. |
| Validate | ||
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FCI Responsibility We will provide test scenarios for you to validate. We'll also take you through a sandbox review, providing a walkthrough of your new product. |
Customer Responsibility Test and validate staged solutions to ensure that they work as expected. Make any identified and agreed-upon data modification changes, e.g. deactivate users no longer with the company, update status values as needed, etc. |
| Deploy | ||
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FCI Responsibility Installation: We will install and configure Funnel Metrics in your production org. Data Adjustment: We'll ensure all Leads, Contacts, and Opportunities currently active* in the funnel are being tracked properly, and that their historical data is accurate. * Does not include historical funnel tracking on Leads/Contacts not currently active in the funnel. Note: After deployment, we will spend an hour using Opportunity Matching to create funnels on closed opportunities, to help you approximate funnels for historical opportunities. |
Customer Responsibility Data Cleanup: Leads/Contacts not active in the funnel should be dispositioned as such (set to a status like "Disqualified" or "Nurture"). Leads and contact statuses may also need to updated to reflect the status values defined during the BPRs. Campaign Members may need to be adjusted prior to implementing Funnel Metrics, e.g. by moving non-responses to responses and vice versa. |
| Support | ||
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FCI Responsibility Training: Using a combination of in-person, recorded, and written training, we'll give your end users the information they need to leverage new data, reports, and dashboards. Relevant team members will also learn to maintain the application. In addition, we'll provide you with a hand-off document containing training materials for new team members. Ongoing Support: All customers have ongoing access to basic troubleshooting support. Enhanced support packages are available upon request. |
Customer Responsibility Learning: All relevant team members should attend the training sessions and familiarize themselves with the training materials. It's also important for everyone to make sure they can log in to FCI's support and case logging systems. |
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