Best Practices for Implementing Salesforce CRM - Cloud Experts

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Achieving outstanding CRM administration• A solid understanding of your business processes• Knowledge of the organizational structure and culture to help build relationships with key groups• Excellent communication, motivational, and presentation skills• The desire to be the voice of the user in communicating with management• Analytical skills to respond to requested changes and identify customizationsInvest in your administratorInvesting in your administrator will do wonders for your Salesforce CRM solution. With an administratorwho is thoroughly familiar with Salesforce CRM, you’ll ensure that your data is safe, your users areproductive, and you get the most from your solution.Salesforce.com offers both self-paced training and classroom training for administrators. For a list of free,self-paced courses, go to Salesforce.com Training & Certification. To ensure that your administrator isfully trained on all aspects of security, user management, data management, and the latest Salesforce CRMfeatures, enroll your administrator in Administration Essentials (ADM201). The price of this courseincludes the cost of the certification that qualifies your administrators to become Salesforce.com CertifiedAdministrators. For experienced administrators, salesforce.com offers the Advanced Administration(ADM301) course.Provide adequate staffingThe number of administrators (and, optionally, business analysts) required depends on the size of yourbusiness, the complexity of your implementation, the volume of user requests, and so on. One commonapproach for estimating the number of administrators you need is based on the number of users.Number of usersAdministration resources1 – 30 users < 1 full-time administrator31 – 74 users 1+ full-time administrator75 – 149 users 1 senior administrator; 1 junior administrator140 – 499 users 1 business analyst, 2–4 administrators500 – 750 users 1–2 business analysts, 2–4 administrators> 750 users Depends on a variety of factorsIn addition to the user base, also consider the points below:• In small businesses, the role of the administrator is not necessarily a full-time position. In the initialstages of the implementation, the role requires more concentrated time (about 50 percent). After go-live,managing Salesforce CRM day to day requires much less time (about 10–25 percent).• If you have several business units that use Salesforce CRM solutions—such as sales, marketing, support,professional services, and so on—consider using separate administrators for each group, to spendbetween 50–100 percent of their time supporting their solutions.• Another common practice for large implementations is to use “delegated administrators” for specifictasks such as managing users, managing custom objects, or building reports.BEST PRACTICE 2
Achieving outstanding CRM administration• If you operate in multiple geographic regions, consider using one administrator for each major region,such as North America, EMEA, and APAC. To decide how to classify regions, consider whether theyhave a distinct currency, language, business processes, and so on, and train your administrators in themulticurrency and multilanguage features. Also appoint a lead analyst or administrator who willcoordinate the various regions.• If you need customization beyond the metadata (click not code) capabilities of Salesforce CRM or wantto develop new applications, you may also need a developer to create, test, and implement custom code.For More InformationContact your account executive to learnhow we can help you accelerate yourCRM success.BP_AdminResourcing_2009-04-24
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Tips for using incentives and rewar
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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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