Implementación del Proceso de Automatización de la Fuerza de Ventas sobre Sugar Enterprise

Abstract

After the sale and commissioning of the project, carried out by the business director and his commercial team of Imagine CX, the implementation project began. In the case of a work team (Project Manager, Architects, Implementers and CRM Developers) the execution of the project through the methodology proposed and agreed with the client Methodology applied throughout the development of the project, started with A phase of understanding and the agreements called Launch in which the initial definitions of the project, the communication channels, the deliverables and the methodology itself were described, which supported the presentation of a schedule of activities, which defined the activities and the Responsible for each of the phases of the project (analysis, design and implementation, deployment and integration process) in addition to its duration, expected date of start and completion of each of the deliverables of the project This document specifies the methodology to follow In what corresponds to the meetings of the clients and the internal ones together with the realized and executed by Imagine CX (Sprints) in each of the entities to be implemented in the Sales Force Process, these Activities as defined by the methodology, were validated and approved by customers week after week for the purpose To be able to adjust and correct on the go the novelties or mishaps proper to this type of implementations and thus avoid delays in the schedule originated by an Inaccurate definition and validation of requirements, with the help of the documents and / or documents final analysis and Defined with the client in the initial stages of the project. The scope, limitations, risks, resources and budget form the initial definitions of the project and the starting point from which the Sales Force Implementation Process on Sugar Enterprise was developed.