What a SpecSuccess setup includes
- Install SpecSuccess to your Salesforce org for Project & Lunch & Learn CEU functionality
- Configure Account and Contact page layouts to include SpecSuccess information
- Set up standard email templates for each SpecSuccess function, editable by your admin for text updates
- Import your Product Brand data and Lunch & Learn list (if lengthy)
- Set up the AI model for 1 Product Brand as an example for best practices
- Integrate your project database (Dodge, ConstructConnect, IIR)
- Install the 3 SpecSuccess dashboards, with supporting reports
- Add Construction Projects to your Outlook setup for manual activity logging
- Two hours of basic training
What requires separate/additional scope
- Customization of SpecSuccess to fit processes not built into the package, or additional automations
- Fully custom-built email templates beyond standard text edits
- Basic Salesforce administrative setup for best practices, other than what’s included in the package
- Data cleanup / migration
- Remapping or reconfiguration of legacy lead or opportunity processes
- Populating Opportunity fields with data pulled from Projects
- Customization of reports and dashboards
- Automated territory assignment of Projects, Accounts, or Contacts (via Maps or other method)
- Setup or modification of database searches (Dodge, ConstructConnect, etc.)
- Outlook configuration modifications beyond sync to Projects
Preparation to complete on your own in advance of implementation starting
- Generate a list of all the products you’ll be searching for
- Make sure your source database searches (Dodge, ConstructConnect) are configured to match each of those
- For products you anticipate issuing substitution requests for:
- Build a list of every competitor — company name and brand name — you expect to find in specifications
- For each of your own products to substitute, identify the documentation a specifier would need to consider your substitution request complete, and link to those documents in a spreadsheet
