Best Practices for Implementing Salesforce CRM - Cloud Experts

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Salesforce CRM Getting Started Guide Define user profiles Define organization-wide defaults for basic data access Define role hierarchy to determine who has access to dataResource Summary• Administration Basics: Setting Up Salesforce CRMGUIDE 9
Salesforce CRM Getting Started GuideSection 3: Make Salesforce CRM Your OwnWhen you sign on with Salesforce CRM, it’s ready to use as is. But you can also easily modify (customize)Salesforce CRM so it’s a good fit for your business and your users. In fact, the more you customize theapplication to fit your users, the more comfortable they will be and the more they’ll use it. For that reason,customization can do great things to boost your adoption rates.In this section, you’ll learn about customization and get links to step-by-step procedures for makingSalesforce CRM your own.• Customization tips and tricks• What can you customize?• Fields• Page layouts• Reports• Should you use leads?• Capturing leads from your Web siteCustomization tips & tricksCustomizing Salesforce CRM is so easy that people tend to create lots of fields that end up not being used.For that reason, it’s important to take a step back before you dive in. Here are the top five things to thinkabout before starting to customize:1. Think before you build – Start with the end in mind by knowing your end goal. Think about what informationyou want to pull out of the system and then make sure you have the fields to match. At the end of the day,Salesforce CRM is only as good as what’s in your reports.2. Ask for input – Talk to your users to find out what’s critical for them to know. Then capture that information torun your business.3. Seed and grow – Start with the basic fields you need and then identify new fields that could make your businessrun even better. This approach ensures you don’t turn off your users.4. Run reports – Run reports about 1 month after you go live to find out which fields are not being used. Use theopportunity to survey users about what could be improved.5. Make changes on the fly – In response to feedback, make changes immediately to gain instant credibility. Makesure you communicate any changes because users don’t like it when anything that affects their work happens“magically.”What can you customize?You can customize many different Salesforce CRM components; however, most customers customize threethings:• Fields• Page layouts• ReportsCustomizing fieldsBecause fields hold the data you want to capture and report on, it’s important to make sure you have fieldsfor important data elements and that those fields have names that make sense to your users.Here are common approaches to customizing fields:GUIDE 10
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Managing your Salesforce CRM storag
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How to get big results with a small
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Choose the right tools to customize
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4 questions to answer for a success
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Create powerful Web sites on Force.
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5 steps to using the content librar
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8 keys to mobile CRM successLimit a
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9 steps to effective change managem
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Bring cloud computing to your entir
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Achieving outstanding CRM administr
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Tips for using incentives and rewar
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Beyond login rates: three key areas
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How to develop a comprehensive trai
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