Best Practices for Implementing Salesforce CRM - Cloud Experts

More documents

Recommendations

Info

9 steps to effective change managementStep 6: Configure and testDepending on your Salesforce edition, you’ll have access to one or more sandbox environments with acopy of your production data. You can use the sandbox to configure and test any enhancements andchanges before deploying them to your production environment. This step is critical to a smooth andsurprise-free deployment.Step 7: Communicate and train usersDon’t derail your new release by not having a communication or training plan. Set employee expectationsabout the upcoming changes, such as when they’ll happen and how users will be trained. And be sure toanswer the question, “What’s in it for me?”• Take advantage of your sandbox environment to provide a real-life training environment for your users.Depending on the complexity of your release, you have several training options, including online trainingfrom salesforce.com and the release notes. For complex implementations, consider hands-on classroomtraining. For very simple implementations, an email notification or FAQ document may be enough.Check out all the training options available through salesforce.com.Step 8: DeployOnce your new release is configured and tested and your users are trained, it‘s time to push your newrelease to your production environment.• Use the Eclipse IDE to manage configuration changes.• Use a browser and Eclipse Cloud Deploy to manage Force.com code (Apex), schema, Force.com pages(Visualforce), and other changes between your sandbox and production environments.If you’re not sure which option is right for you, check with a technical resource at salesforce.com.Step 9: Follow upFinally, measure the success of your new release and identify areas you can enhance in the future. Afteryou deploy, reconnect with your power users or survey a broader base of your user community to start thecycle again. This approach helps to keep your releases fresh and timely—you’ll always deliver thosefeatures that will make the biggest difference to your user community.For More InformationContact your account executive to learnhow we can help you accelerate yourCRM success.BP_ChangeMan_2010-04-15
5 simple steps to reports and dashboardsReports and dashboards show how you performed in the past and what’s happening at the moment—they’re key to driving success and adoption for any CRM project. The information provided by reports anddashboards is especially important in today’s environment, where it’s critical to be proactive, rather thanreactive, in your approach. You want to be able to spot trends and act on them immediately.For example, a sales organization wants to know which deals were lost, which competitors are gainingground, and whether the average time to close is increasing or decreasing.For a customer service organization, it’s important to track the averagedays or time to close and satisfaction. And marketing organizations wantto track campaign effectiveness and ROI.To make the most of Salesforce CRM’s reporting capabilities, it’simportant to plan carefully and then follow these 5 proven steps to makingreports and dashboards part of your business process:1. Know what keeps your executives up at night2. Capture the right data3. Build your reports4. Build your dashboards5. Use data to change behavior and drive resultsAbstractTo track and improve business performance,you need reports that show trends as well asreal-time dashboards for up-to-the minuteinformation about your business. SalesforceCRM makes it easy to create both.By Leahanne MerrittStep #1: Know what keeps your executives up at nightFinding answers to critical business questions and making good decisions is vital to executives—and totheir companies’ success and competitive position:• Ask questions and start at the top – When designing reports and dashboards, first define what yourexecutives—your CEO; the VPs of Sales, Marketing, Support; and your channels—need to know to runtheir business. What are their key metrics? What behaviors do they want to encourage?• Align metrics with your company vision – Take your business objectives, determine the metrics thatmeasure those objectives, and map those metrics to the capabilities of Salesforce CRM. For example, ifforecasting and tracking large deals are important to the VP of Sales, make sure you understand the keydata points that give insight into those tasks and the best frequency for reporting that data. Or if your VPof Marketing needs to track response rates, sales, trials, meetings, or campaign awareness, you need tocapture that data at the campaign, campaign member, lead, and opportunity level to return meaningfulmetrics.Tip: Salespeople thrive on competition. If you make it possible to track their progress in relation to theirpeers, your overall adoption rates will go up.
Page 1 and 2:
Best Practices forImplementing Sale
Page 3 and 4:
Salesforce CRM Getting Started Guid
Page 5 and 6:
Page 7 and 8:
Page 10 and 11:
Page 12 and 13:
Page 14 and 15:
Page 16 and 17:
Page 18 and 19:
Page 20 and 21:
Page 22 and 23:
Page 24 and 25:
Page 26 and 27:
Salesforce CRMGetting Started Workb
Page 28 and 29:
Salesforce CRM Getting Started Work
Page 30 and 31:
Page 32 and 33:
Page 34 and 35:
Page 36 and 37:
Page 38 and 39:
Page 40:
Page 43 and 44:
Meet—and beat—these 8 CRM chall
Page 45 and 46:
Meet—and beat—these 8 CRM chall
Page 48 and 49:
5 steps to a successful implementat
Page 50 and 51:
Page 52 and 53:
Page 54 and 55:
Achieving outstanding CRM administr
Page 56 and 57:
Get these must-have administrator t
Page 58 and 59:
Get these must-have administrator t
Page 60 and 61:
Using data access design patternsDa
Page 62 and 63:
Using data access design patternsIf
Page 64 and 65:
Using data access design patternsCo
Page 66 and 67: Using data access design patterns
Page 68 and 69: Using data access design patternsRe
Page 70 and 71: Managing your Salesforce CRM storag
Page 72 and 73: How to get big results with a small
Page 74 and 75: 3 tips to get unstuck when creating
Page 76 and 77: 3 tips to get unstuck when creating
Page 78 and 79: Choose the right tools to customize
Page 84 and 85: 4 questions to answer for a success
Page 86 and 87: 4 questions to answer for a success
Page 88 and 89: Create powerful Web sites on Force.
Page 90 and 91: 5 steps to using the content librar
Page 92 and 93: 5 steps to using the content librar
Page 94 and 95: 8 keys to mobile CRM successLimit a
Page 96 and 97: 9 steps to effective change managem
Page 98 and 99: Bring cloud computing to your entir
Page 100 and 101: Achieving outstanding CRM administr
Page 102 and 103: 6 steps toward top data quality•
Page 104 and 105: Tips for using incentives and rewar
Page 106 and 107: Beyond login rates: three key areas
Page 108 and 109: 10 tips for a successful training p
Page 110 and 111: How to develop a comprehensive trai
Page 112 and 113: How to develop a comprehensive trai
Page 114 and 115: 9 steps to effective change managem
Page 118 and 119: 5 simple steps to reports and dashb
show all

Best Practices for Implementing Salesforce CRM - Cloud Experts

Create successful ePaper yourself

Delete template?

Save as template?