Best Practices for Implementing Salesforce CRM - Cloud Experts

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Salesforce CRM Getting Started WorkbookWelcome to Salesforce CRMThis collection of worksheets will support your planning process, document your decisions, and speed upyour implementation by helping you to:• Build your team• Define your vision• Define and prioritize your goals• Define key aspects of your processes and diagram the process flow• Define fields associated with your processes• Decide which reports you need• Prepare to import data into Salesforce CRMWORKBOOK 1
Salesforce CRM Getting Started WorkbookBuild Your TeamUse this worksheet to identify the people who’ll be critical to making Salesforce CRM a success at yourcompany.My Project TeamRole Name Role Description Team Member NameExecutive SponsorProject OwnerAdministratorPower UserLends influence to the project by becoming the champion.Sets the business vision for the implementation.Guides the project to successful completion. Understandsall business process and maps process to the SalesforceCRM implementation.Gets the application up and running and manages it dayto day.Serves as liaison to the users to ensure the applicationmeets day-to-day needs.WORKBOOK 2
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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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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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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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6 steps toward top data quality•
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Tips for using incentives and rewar
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Beyond login rates: three key areas
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10 tips for a successful training p
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How to develop a comprehensive trai
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5 simple steps to reports and dashb
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Best Practices for Implementing Salesforce CRM - Cloud Experts

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