How do you make a large, enterprise-wide deployment of sales automation or multiple contact centers across a variety of countries successful? With a lot of practice.

Cloud Sherpas has worked on some of the largest global rollouts of cloud CRM technology to date. It’s our philosophy to deliver cloud CRM applications in small phases, but that’s not always possible, especially in the contact center.

Large projects — projects with durations of over six months and with user groups that span multiple countries, business units and functional areas — need special planning and attention. Cloud Sherpas recommends that organizations establish a formal project charter, an executive steering committee and a steady stream of communication along the way to ensure success.

How Does it Work?

An enterprise-wide cloud CRM program starts with a formal planning exercise called a Project Definition. This two to four week engagement finalizes the scope, sets the formal project plan and ensures that your organization and Cloud Sherpas are properly organized and aligned.

Enterprise implementations typically have formal checkpoints to track progress and a change management track to guarantee user adoption. Additionally, enterprise cloud implementations usually separate data and integration tracks.

In most cases, Cloud Sherpas leads the user acceptance testing and end user training and drives both processes from the use cases developed during the application design.

Enterprise Success

Organizations across a variety of industries, including life sciences, financial services, insurance, consumer electronics and high technology, have taken advantage of Cloud Sherpas’ Core Implementation to improve processes and achieve award-winning customer satisfaction.