Best Practices for Implementing Salesforce CRM - Cloud Experts

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Salesforce CRM Getting Started WorkbookDefine Your VisionUse these sample CRM vision statements as a basis for discussion. Then come up with your own.“Build and maintain long-term relationships with valuable customers by creating personalizedexperiences across all touch-points and by anticipating customer needs and providing customizedoffers.”“Customer loyalty is our highest priority.”“Provide the highest level of personalized service for all customers and give customers thecommunication channels they want”My Vision StatementWORKBOOK 3
Salesforce CRM Getting Started WorkbookSet Your GoalsThis section includes worksheets to help you define and prioritize your company’s goals, including:• Documenting current pain points• Clarifying your business goals• Prioritizing those goalsRemember that different groups will have different goals. In general, executives, sales manager, and salesreps share similar goals across different companies.Document Your Pain PointsAs a preliminary step, capture the issues various internal groups face.See the second table for an example and delete when it is no longer needed.Pain PointMy Pain PointsGroupPain PointNeed better pipeline visibilitySample Pain PointsSalesGroupDifficult to quantify why deals are lost to key competitorsLeads tracked via email are being droppedUnable to track forecasted revenue from all profit centersDifficult to prioritize top customer issuesHow to identify top performers in every groupCan’t keep track of incoming IT requestsSalesSalesManagementManagementManagementOther group (such as IT)WORKBOOK 4
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Page 74 and 75: 3 tips to get unstuck when creating
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Page 78 and 79: Choose the right tools to customize
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Choose the right tools to customize
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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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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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