Professional Services

 

Leverage RealZips Professional Services. Start accelerating revenue sooner.

Pick the service modules your team needs to drive sales success. Remove your internal bottlenecks and add to your team’s skillsets. Seamlessly combine these modules with internal teams and consulting teams. Ensure success while deploying the RealZips Territory Management app.

These modules are based on 25 years of experience from mission-critical CRM projects. Hourly rates range between $125 to $225. Project time will wary, depending on your Salesforce organization’s complexity and the scope of the RealZips implementation.

 

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Professional Services Overview

Select the professional services modules and minimize deployment time and maximize your return on investment:

 

APP CONFIGURATION

PS-100: Define use case
PS-110: Architect data structure
PS-120: Configure RealZips app

PS-130: Build business flows
PS-140: Create user experience

DATA ANALYTICS

PS-200: Source market data
PS-210: Improve data quality
PS-220: Integrate market data

PS-300: Calculate key metrics
PS-310: Optimize sales territories

CUSTOMER SUCCESS

PS-400: Develop APEX code

PS-500: Train and document

PS-510: Sales Operations Specialist
PS-520: Sales & Marketing Strategist


Services Modules

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PS-100: Define use case

Break down business goals into CRM workflows. Document the business processes your CRM system must support by adding RealZips. Define expected business results..

Estimated engagement
: 5 - 20 hours.
Deliverables: RealZips discovery slide deck.

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PS-110: Architect data structure

Analyze existing data structure and propose how geographic data and territory data will enhance the CRM experience. Architect territory management and market data hierarchies.

Estimated engagement: 10 - 20 hours.
Deliverables: Proposed data structure document.


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PS-200: Source market data

Source market data to describe your total addressable market across geographic boundaries, based on 1,000 industries, federal datasets, deep consumer data, and competitive data.

Estimated engagement: 5 - 80 hours.
Deliverables: Datasets delivery and key metrics proposal.

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PS-120: Configure RealZips app

Support the rapid installation and configuration of the RealZips app and market data, using best practices developed over 25 years.

Estimated engagement: 5 - 20 hours.
Deliverables: Full deployment of the RealZips app, including add-ons. Knowledge transfer sessions.


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PS-400: Develop APEX code

Develop custom APEX code to support business processes based on RealZips. Integration of RealZips GeoData across the Salesforce platform and integrated apps.

Estimated engagement: 10 - 100 hours.
Deliverables: Sandbox development, use case testing, code coverage, migration to production.

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PS-210: Improve data quality

Clean up of customer data: standardize and enrich data points. Match and merge duplicates. Rebuild account hierarchies. Implement third party data enrichment and deduplication tools.

Estimated engagement: 10 - 100 hours.
Deliverables: Harmonized customer data and metadata across the Salesforce database.


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PS-220: Integrate market data

Combine geographic and distance data, market potential, and existing CRM data. Prepare for rollout of data-driven business processes.


Estimated engagement
: 5 - 40 hours.
Deliverables: Prepare, upload and integrate market data with existing CRM data.

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PS-300: Calculate key metrics

Calculate key metrics and geographic indexing, based on market potential, distance zones, inbound leads, sales activity, account acquisition, opportunity status and revenue generation.

Estimated engagement: 5 - 20 hours.
Deliverables: Real time key metrics across market potential, market share, and sales performance, deployed in the RealZips app.


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PS-310: Optimize sales territories

Use RealZips geographic data, key metrics and CRM data to optimize existing sales territories and propose new sales territories. Mapping of territory scenarios, based on market potential, travel distance, workload, headcount and growth goals.

Estimated engagement: 10 - 100 hours.
Deliverables: New territory assignments on Zip code level, for immediate use in the RealZips app.

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PS-130: Build business flows

Leverage the RealZips app to create business flows for geographically targeted marketing campaigns, lead routing, geographic sales targeting and territory zoning.


Estimated engagement
: 5 - 40 hours.
Deliverables: Configuration of business flows directly in Salesforce / RealZips.


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PS-140: Create user experience

Configure Salesforce and RealZips for ease of use. Optimize Lightning page layouts, and map links. Add dynamic reports for instant drill-down, and create dashboards.

Estimated engagement
: 10 - 40 hours.
Deliverables: Improved user adoption.

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PS-500: Train and document

Drive excitement across the user base, showing how the RealZips app is used to engage more customers and close more deals. Document the action steps in playbooks.

Estimated engagement: 5 - 40 hours.
Deliverables: Training of training or end-users. Slide decks, video recordings and playbooks.


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PS-510: Sales Operations Specialist

Highly skilled sales operations specialist, supporting sales management, marketing and Salesforce Administrators. Management of territory changes, ownership alignment, lead assignment, quota adjustment. Supports marketing with geo-targeting analytics. Supports sales team with geographic sales targeting analytics.

Yearly subscription.
Deliverables: Sales operations services.

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PS-520 Sales & Marketing Strategist

Senior-level sales and marketing strategist. Provides experience from large scale deployments of RealZips. How to combine market data, geographic data, competitive data, and existing data. Best practices around franchising and global sales team build-outs. Sales enablement advice for instant revenue acceleration.

Yearly subscription.
Deliverables: Sales and marketing strategies.


Start the engagement

 

Combine the RealZips app with professional services and set your team up for sales success. Let’s start the conversation:

 
 
 
 

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the RealZips team:

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