Best Practices for Implementing Salesforce CRM - Cloud Experts

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8 keys to mobile CRM successLimit available data fields to what’s relevant for certain users and avoid the common trap ofdownloading every record a user might need. Instead, use the application’s intelligent filteringcapabilities to store only relevant records on the device at any given time.5. Train your users – As with any new application, it’s important to show users how to use it—andhow they’ll benefit. Ask users to watch the Getting Started with Mobile Access videos or attendtraining before giving them mobile access.6. Choose the right version (the Sales Cloud’s mobile capabilities) – Salesforce offers two mobileversions: Mobile Lite, which is free across all editions, and the full version, which is free forSalesforce CRM Unlimited Edition users (or available via an add-on license for other editions).• If your users only need basic mobile access to standard tabs like Contacts, Leads, andOpportunities, try Mobile Lite. It’s free and you can enable it for your org with one click.• If your mobile use cases include use of custom objects, Force.com pages (Visualforce), or thirdpartyapps from the AppExchange, you’ll probably want to use the full version of mobile.• Different users have different needs. Consider a hybrid approach where mobile users withadvanced needs are set up on the full version and those with basic needs receive Mobile Lite.7. Work with your IT department – Be sure to work with your IT department to accommodaterestrictions or requirements related to mobile devices. For example, if your BlackBerry devicesconnect through your corporate firewall, there may be security and communications requirements.8. Take advantage of our resources – Mobile access to Salesforce can become one of your mostpowerful business tools, but there are a few extra moving parts. Salesforce.com provides a range offree resources to jump-start your mobile deployment, including live Q&A Webinars, how-to videos,implementation guides, and tip sheets. To get started, check out these resources:• Mobile for the Sales Cloud Web site• Getting Started with Mobile video• Mobile Community blog• Supported Devices listOf course, feel free to contact your account team for recommendations for your specific needs.SummaryMobile access to Salesforce is one of easiest ways to enhance the value of your Salesforce investment.Before you start, have clear goals that define what you want people to be able to do from the field. For thebest performance, make sure you have newer mobile devices. To prepare, define clear use cases and trainyour users. As you roll out mobile features, start with a standard configuration (Mobile Lite) and improvethe application based on user feedback as you expand access and capabilities. Consider providing allemployees—not just those working outside the office—with mobile access to Chatter for enhanced, realtimecollaboration and communication. Finally, be sure to take advantage of the resources provided bysalesforce.com.For More InformationContact your account executive to learnhow we can help you accelerate yourCRM success.BP_MobileSuccess_2010-08-25
3 steps to managing members and donations withSalesforce CRMAlthough donations and members are the lifeblood of your organization, it’s often hard to know muchabout them. Knowing your members and keeping critical information about your relationships with them ina single place helps get those critical donations—and grow healthier and deeper relationships.With the tools in Salesforce CRM, you can quickly boost membershipdevelopment and donations. For example, by generating reports based ondonation history, you can create targeted campaigns to reach out to at-riskmembers. 211 San Diego, an organization that provides referrals to morethan 5,000 health and service programs in the community, credits raising$600,000 to the ability to track donations and improve communicationswith Salesforce CRM.AbstractFind out how to enhance your fundraisingcampaigns and build stronger relationships withyour members.By Lindsey AndersonThis document covers the 3 steps to using Salesforce CRM to increase the sophistication of yourfundraising activities and member management, without a significant investment:1. Prepare for success2. Get up and running3. Step it upStep 1: Prepare for successWhen we asked our most successful nonprofits what they did right, they said it was the up-front investmentin planning that made all the difference. Your Salesforce CRM implementation will grow and evolve overtime, but planning will always be the critical backbone that ensures your success.• Review your process – Can you clearly describe your process for getting new members? Do you knowand track all your donation sources? Have you identified what information you want to give to yourmembers—and when? It’s important that you clearly understand these processes so you can duplicatethem in Salesforce CRM. Use this guide to map your processes to prepare for using Salesforce CRM tostep up your fundraising.• Clean your data – Before you think about mass emailing those contacts that have been in your Excelspreadsheets for years, get rid of all those duplicates. Your relationships can only be as good as the datayou have about your contacts. Check out the tools on the AppExchange to clean up your data, such asDemandTools, which discounts its products for nonprofit organizations.• Keep it simple – Start with just the fields you need and identify new fields and processes as you becomefamiliar with the application. Start with the basics—Donation amount, Stage, and Posting date are criticalinformation you’ll want to track. You can add other fields in the future. The fewer hoops that are neededto log a donation or inform a member about a capital campaign, the more likely it is your members andusers will adopt the process. More sophisticated uses will become obvious as your organization evolves.
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