Typical Implementation Process for Snapforce Sales Force Automation Software

1. Initial Consultation and Needs Assessment:

    

   • A Snapforce representative works with the company to assess its CRM needs and sales workflows.

   • Identify key features required (e.g., pipeline management, activity tracking, forecasting).

      

2. System Setup and Customization:

    

   • Customization of Snapforce to align with specific business requirements (e.g., sales stages, reporting preferences).

   • Integration with other systems (e.g., email, marketing tools, or accounting software).

      

3. Data Migration:

    

   • Migrating data from previous CRM systems into Snapforce (e.g., customer contacts, sales data).

   • Ensuring data integrity and accuracy during the transfer process.

      

4. Training and Onboarding:

    

   • Staff training on how to use the CRM effectively (e.g., pipeline management, reporting, automation features).

   • Snapforce offers online training materials, and optional live training sessions can be arranged.

      

5. Testing and Adjustments:

    

   • Testing the setup to ensure everything functions as intended (e.g., sales pipeline, automated workflows).

   • Adjustments made based on user feedback.

      

6. Go Live and Ongoing Support:

    

   • After successful testing, the system goes live and is actively used by the sales team.
   • Snapforce provides ongoing support for troubleshooting and optimization.

Snapforce Sales Force Automation customization process:

1. Theme Customization: Users can choose primary and contrast page colors to match their company logo and colors.

    

2. Module Renaming: Users can rename modules based on the terminology used within their company, such as changing the Accounts module to Customers

    

3. Custom Fields: Users can create custom fields to hold various types of information, including text, picklist, checkbox, radio, date, date-time, lookup, and user lookup. These fields can be set as required, optional, have default values, and be unique to prevent duplicates.

    

4. Custom Modules: If a necessary module does not exist within Snapforce, a custom module can be created to store specific information and perform custom functions based on business needs.

    

5. Page Layouts: Users can customize page layouts of modules to contain the exact fields needed for daily tasks, add and remove fields, create sections based on importance, and set conditions for when each layout will be displayed.

    

6. Custom Views: Users can create custom views to display essential information at a glance, add and remove fields, and apply filters to display specific records.

    

7. Custom Links and Buttons: Users can create custom links to external websites and social media pages, and custom shortcut buttons to complete actions or sets of actions with a click.

Snapforce Sales Force Automation training and supports:

1. Training:

    

   • Live Online Training: Real-time training sessions conducted online.

      

   • Documentation: Detailed guides and manuals available for users.

      

   • In-Person Training: On-site training sessions for hands-on learning.

      

   • Webinars and Videos: Pre-recorded and live webinars, along with instructional videos.

      

   • 1-on-1 Training Sessions: Personalized training sessions with certified administrators.

      

2. Support:

    

   • 24/7 Live Support: Access to live representatives around the clock.

      

   • Knowledge Base: A repository of articles and FAQs for self-help.

      

   • Chat Support: Real-time chat support for immediate assistance.

      

   • Email/Help Desk: Email support for detailed queries and issues.

      

   • Phone Support: Direct phone support for urgent matters.

      

   • Support Tickets: A system for logging and tracking support requests.

Snapforce Sales Force Automation security measures:

1. Two-Factor Authentication (2FA): This adds an extra layer of security by requiring users to enter a four-digit code sent to their mobile phone in addition to their password when logging in.

    

2. CRM Firewall: Snapforce's firewall tracks user breaches within the system, detailing each breach's date, time, user, and action completed. This helps identify and address unauthorized actions.

    

3. Custom User Permissions: Administrators can set access levels for each module, determining whether users can see, edit, transfer, or delete records. This includes creating a hierarchy where higher-level users can see records of lower-level users.

    

4. IP Address Restrictions: Administrators can restrict system access to specific IP addresses, enhancing security for users logging in from designated locations.

    

5. Password Policies: Administrators can enforce strong password policies, including regular password changes and complexity requirements.

    

6. Data Sharing Rules: These rules control the level of access users have to each other's data, ensuring that data visibility and modification rights are appropriately managed.

    

7. Territory Management: This feature allows assigning territories to users, controlling access to records based on geographic or organizational boundaries.

Snapforce Sales Force Automation Updates:

1. Regular Updates and Patches: Developers frequently release updates and patches to address vulnerabilities and enhance security features. Regularly applying these updates ensures that systems are protected against known vulnerabilities.

    

2. Automated Patch Management: Considering the amount of software that call centers may use, Snapforce implements automated patch management tools to streamline the process of updating software across all systems within the call center, ensuring the timely application of critical security patches.

Snapforce Sales Force Automation data ownership and portability:

1. Data Ownership: Users retain ownership of the content they create or store within Snapforce. Snapforce does not use, reproduce, adapt, modify, publish, or distribute user content for commercial, marketing, or any similar purpose without explicit permission from the user.

    

2. Data Portability: Snapforce allows users to export their data, ensuring that they can take their data with them if they decide to switch to another service. This is part of their commitment to user data rights and flexibility.

    

3. Inactive Accounts: Snapforce reserves the right to terminate unpaid user accounts that are inactive or past due for a continuous period of 14 days. In such cases, all data associated with the user account will be deleted, but users will be provided prior notice and an option to back up their data.

Snapforce Sales Force Automation scalability:

1. Scalability: Snapforce allows businesses to scale their operations up or down based on demand. This flexibility is particularly beneficial for businesses experiencing fluctuating call volumes or seasonal changes in customer interactions.

    

2. Cloud-Based Solutions: The software is cloud-based, which facilitates easy scaling without the need for significant infrastructure changes. This allows businesses to quickly add or remove users and adjust their service levels as needed.

    

3. Subscription Plans: Snapforce offers monthly and yearly subscription plans, which can be adjusted according to the number of users and the specific features required. This ensures that businesses only pay for what they need and can easily upgrade or downgrade their plans.

Snapforce Sales Force Automation terms and conditions:

1. Automatic Renewal: Subscriptions to paid services are available on monthly and yearly plans. These subscriptions are automatically renewed at the end of each subscription period unless the user informs Snapforce at least seven days prior to the renewal date that they do not wish to renew.

    

2. Notification for Renewal: Users must inform Snapforce if they wish to use a different credit card for renewal or if they do not wish to renew the subscription. This notification must be given at least seven days before the renewal date.

    

3. Inactive Accounts: Snapforce reserves the right to terminate unpaid user accounts that are inactive or past due for a continuous period of 14 days. In such cases, all data associated with the user account will be deleted, but users will be provided prior notice and an option to back up their data.

    

4. Cancellation Policy: Users can terminate their use of the services if the terms are modified in a manner that affects their usability or comfort. Continued use of the service after notice of any change to the terms will be deemed as agreement to the amended terms.

Snapforce Sales Force Automation adhere to the following compliance standards:

1. General Data Protection Regulation (GDPR): Snapforce includes features to help businesses comply with GDPR, ensuring that customer data is handled in accordance with European data protection laws.

    

2. Telephone Consumer Protection Act (TCPA): The software includes tools to help businesses comply with TCPA regulations, which govern telemarketing calls and the use of automated dialing systems.

    

3. Health Insurance Portability and Accountability Act (HIPAA): For businesses in the healthcare sector, Snapforce provides features to ensure compliance with HIPAA, protecting sensitive patient information.

    

4. Payment Card Industry Data Security Standard (PCI DSS): Snapforce adheres to PCI DSS requirements to protect customer financial data during transactions.

    

5. Call Recording Compliance: The software includes call recording features that comply with various legal requirements, ensuring that recorded calls are stored securely and can be accessed only by authorized personnel.