Salesforce Implementation for AngloAfrica Telematics

1. Project Overview
AngloAfrica Telematics is a UK-based company providing vehicle tracking solutions for customers with vehicles operating in Africa. To support growth, streamline sales, manage customer relationships, and ensure operational efficiency, the company requires the implementation of Salesforce CRM.
The contractor will be responsible for planning, configuring, customizing, testing, and deploying Salesforce to meet the organization’s business requirements, as well as providing training and post-go-live support.
2. Project Objectives
Establish a scalable Salesforce CRM to manage leads, customers, partners, and devices.
Integrate sales pipeline, commission structures, and regional director reporting into Salesforce.
Automate workflows for subscription billing (annual service fees) and order management.
Provide management dashboards for UK HQ, regional directors, and global oversight.
Ensure data protection, GDPR compliance, and secure access control.
Deliver user-friendly interfaces and training to maximize adoption.
3. Scope of Services
The contractor will provide the following services:
A. Discovery & Planning
Conduct stakeholder workshops to define detailed requirements.
Map current business processes (sales, installation, billing, commissions, customer support).
Develop a project plan with timelines and milestones.
B. System Configuration
Configure Salesforce Sales Cloud (and Service Cloud if required).
Set up custom objects for:
Vehicle trackers
Annual service subscriptions
Commission structures (10%, 15%, 5% etc.)
Regional/global director reporting
Define user roles, permissions, and data security models.
C. Customization & Development
Build automated workflows for:
New customer onboarding
Subscription renewal reminders
Commission calculation & reporting
Develop dashboards and reports for:
Sales pipeline (UK HQ vs. regional)
Active subscriptions
Commission earnings by role
Implement integrations (email, website forms, payment gateway if required).
D. Data Migration
Import existing customer and vehicle tracker data into Salesforce.
Cleanse, validate, and standardize data during migration.
E. Testing & Quality Assurance
Conduct unit testing, system testing, and user acceptance testing (UAT).
Address defects and refinements before go-live.
F. Training & Documentation
Deliver training sessions for HQ staff, regional directors, and administrators.
Provide user manuals and quick-reference guides.
G. Go-Live & Support
Deploy Salesforce to production environment.
Provide 30–60 days of post-go-live support.
Transition knowledge to internal administrators.
4. Deliverables
Requirements documentation & process maps.
Configured Salesforce environment tailored to AngloAfrica Telematics.
Custom workflows, reports, and dashboards.
Migrated customer/device data.
Training sessions & documentation.
Post-go-live support plan.
5. Timeline
Discovery & Planning: 2–3 weeks
Configuration & Customization: 4–6 weeks
Data Migration: 1–2 weeks
Testing & Training: 2 weeks
Go-Live & Support: 1–2 months
Estimated total duration: 10–14 weeks (subject to refinement during planning).
6. Responsibilities
Contractor:
Lead Salesforce configuration and customization.
Deliver technical documentation and training.
Provide support during and after implementation.
AngloAfrica Telematics:
Provide business process information and decision-making support.
Assign key staff for workshops, testing, and training.
Ensure timely approval of deliverables.
7. Acceptance Criteria
The project will be considered successful when:
Salesforce is live and accessible by HQ and regional users.
Customer, sales, and subscription data are successfully migrated.
Commission workflows and dashboards are functioning as agreed.
Staff are trained and able to use Salesforce independently.
8. Budget & Payment Terms
(To be defined based on contractor’s proposal — typically fixed price or milestone-based payments.)