Best Practices for Implementing Salesforce CRM - Cloud Experts

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Achieving outstanding CRM administrationStep 4: IntegrateIntegration—making different applications work together and share data—has been one of the biggestchallenges in IT. Because all apps on the AppExchange are pre-integrated with Salesforce CRM, there areno integration issues. Instead, your new apps simply work. What’s more, just as with customizations, you’llnever have to recode integrations with new releases.Step 5: DeployOne of the benefits of the cloud is that deploying apps doesn’t require a massive IT rollout, with the need toconfigure individual machines, upgrades, and versions. As with Salesforce CRM, the IT infrastructure istaken care of. And for apps that were built on and run on the Force.com platform, you also get the sameperformance and reliability.In Salesforce CRM, every org is ready for apps from the AppExchange. Although anyone can try anAppExchange app, installation is limited to Salesforce CRM administrators, who are trained on the securityaspects of deploying new applications. We suggest that you download apps to a production or sandboxenvironment before making them available to all users. We also recommend that you train your users onhow to get the most from your new app.For More InformationContact your account executive to learnhow we can help you accelerate yourCRM success.BP_AppExchange_2009-04-24
6 steps toward top data qualityIndustry analysts point the finger at bad data as one of the top three reasons why CRM projects fail.Because bad data leads to misleading, incomplete, and confusing information, it lowers adoption—anothermajor reason why CRM projects fail.Accurate information and reports are the life blood of an effective salesforce. Without it, management doesn’t have the data to make gooddecisions, sales reps don’t have the tools to turn leads into customers, andthe company will find it difficult to reconcile CRM data with data in othersystems. The result? Lost opportunities and revenue, frustrated users andcustomers, and a lack of user adoption.How to boost data qualityTo ensure consistently high data quality, you’ll need to train your users, create and implement a dataqualityprocess, and use available technologies to automate the process whenever possible. Here’s a 6-stepapproach that’s working for many of our customers.Step 1: Profile your dataData profiling is all about understanding your data. You should know where your data comes from:spreadsheets, backend systems, or sticky notes all over reps’ desks. Take an inventory of your data thatincludes the following information:• List your data sources and the names of the fields in which data is stored.• Note any potential problems with your data. Do you have automated quality checks before a new recordcan be saved? Are all fields mapped correctly? For example, the information in the Company field inMicrosoft applications usually belongs in the Account field in Salesforce CRM.• In Salesforce CRM, make sure there’s no duplicate information between objects (such as Accounts,Opportunities, and Contacts) and fields (such as State, City, and so on).Step 2: Control your dataData control is about achieving data accuracy and ensuring the right users have access to the rightinformation, which also means blocking access, as needed. To control your data, you first need to “clean” itby removing duplicates and errors, and then set up processes and use technologies to keep it clean.• Use automated routines or tools to clean your data. You’ll find several of these tools on theAppExchange.AbstractDon’t let bad data undermine your SalesforceCRM project—or your success as a company.Get your data under control with the 6-stepapproach outlined in this paper.By: Oliver Demuth
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