Best Practices for Implementing Salesforce CRM - Cloud Experts

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Salesforce CRM Getting Started Guide Prepare for data import Export data to Excel Test the import to Salesforce CRM Import the data Validate the data Train users Announce that Salesforce CRM is liveResource Summary• Administrator Essentials: Data Utilities: Import Accounts and Users• Administrator Essentials: Security and Access: Create a New User• Exporting Contacts from GoldMine• Exporting Contacts from ACT!• Importing Your Organization’s Data• Importing Contacts from Outlook• Importing Contacts from Gmail• Importing Contacts from ACT!• Salesforce CRM Training Session template• “ 10 Tips for a Successful Training Plan”• Getting Started with Salesforce CRM Navigation• Getting Started with Salesforce CRM Sales• Getting Started with Reports and Dashboards• Adoption DashboardGUIDE 17
Salesforce CRM Getting Started GuideSection 5: Make Salesforce CRM a successNow that you’re up and running with Salesforce CRM, you’re ready for the next steps that will make it ablowout success and take your sales process to the next level.Here’s what to do next:• Encourage user adoption• Increase user adoption with additional functionality• Manage data quality• Join the community• Manage releasesEncourage user adoptionThe key to increasing user adoption is supporting users and being responsive to their needs, tracking usagetrends over time, and actively encouraging adoption. Understanding what works and what doesn’t iscritical, both immediately after going live and over the long term.Here are some key steps you can take to increase adoption:• Support users• Measure adoption• Encourage adoptionSupport usersSupporting users is an ongoing process. It involves getting user feedback, training the users, and identifyinguser champions who’ll help their co-workers day to day.Here are some ideas for user support:• Conduct a survey – The AppExchange includes several survey tools you can use to let users expresstheir likes and dislikes. Use surveys periodically to sample user opinions—and then act on them.• Encourage user champions – Identify users who are enthusiastic about Salesforce CRM and encouragethem to help others. Use their success to help inspire others.• Address problems quickly & publicly – Consider any problems an early warning. Fix problems andmodify the application based on feedback immediately. Communicate to users how the problems weresolved and how their feedback directly affected the application.• Offer refresher training – Additional or “refresher” training doesn’t have to be formal; just make sureit’s appropriate for each user group. For example, sales managers and sales reps will have different issuesand will need different refresher sessions.Measure adoptionBefore you can improve adoption, you have to measure it. Then you can use incentives to activelyencourage adoption.Use the adoption dashboards available through the AppExchange to track login activity and new recordsadded by users. The most common measurement of adoption is the log-in rate, but it can’t be the onlymeasure. For a more detailed analysis of usage and adoption, consider these measurements:• Object ownership – Track how many Accounts, Contacts, Activities, and Opportunities each usercreates. Use these measurements to quickly identify reps who are not using Salesforce CRM correctly.GUIDE 18
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Managing your Salesforce CRM storag
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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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Beyond login rates: three key areas
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Best Practices for Implementing Salesforce CRM - Cloud Experts

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