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.)
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