It is important to ensure the right resources are available throughout the various implementation phases.
Please review the resources required and be prepared to provide names and contact information for each role.
Resource |
Responsibilities
|
Executive Sponsor |
- Internal champion for DialSource
- Achieve buy-in with key stakeholders
|
Project Manager |
- Single point-of-contact for project
- Establish clear objectives and measure of Success
- Identify and coordinate client project team
- Select pilot go-live users
- Schedule training for Admin, Mr, Rep/Agent
|
CRM Administrator |
- Deploy package for Install or Upgrade
- Enable Denali for Users through call centers
- Establish configuration user in DS Management
|
Denali Administrator |
- Configure and manage DS dispositions
- DS Campaign and cadence management
- Manage post-call automation via SFDC process builder
|
Process Owner |
- Provide an outline of the current process
- Clarifying current challenges and pain points to improve upon
- Build specific test cases for a unique business process
|
Testing Team |
- Validate HPE use case and complete baseline testing
|
Telephony Export |
- Provide detail regarding current infrastructure
- Clarify telephony provider and act as a liaison
|
Network Expert |
- Provide detail regarding current infrastructure
- Clarify internet provider and act as liaison
|
Training Consultant |
- Review Dialsource training with CSM and Provide end-user training
|
Reporting Analyst |
- Help to build and configure reports to drive objective attainment and user adoption
|
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