Best Practices for Implementing Salesforce CRM - Cloud Experts

5 steps to using the content library• Follow these steps for your migration plan:1. Create an inventory of all existing content2. Remove outdated materials and identify new content owners3. Develop a “straw man” approach to organizing content4. Upload a sample piece of content for end users to test5. Complete the final migrationStep 5: Launch content to your organizationA well-designed rollout is your key to success, so be sure to cover all your bases in advance:• Confirm sponsorship, training, and tactics – It’s crucial to get the support of your executives so theycan put their weight behind the rollout. Once you have executive sponsorship, train your users to helpthem see the value of the application and become productive quickly. Also, use the right combination of“carrots” and “sticks” to drive usage.• Highlight valuable content - To highlight valuable content and make it easier to find, mark it as“featured” on the content details page. Featured content is assigned a higher priority in search resultsthan similar content and it appears on the Workspaces tab for easy access. To use this feature, be sure tocheck the Feature Content option when you set up users’ workspace permissions.For More InformationContact your account executive to learnhow we can help you accelerate yourCRM success.BP_Content_2010-08-14