Best Practices for Implementing Salesforce CRM - Cloud Experts

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Bring cloud computing to your entire companywith the AppExchangeWelcome to the AppExchange, the world’s first marketplace for business applications that run in the cloud.It’s been called the “eBay of business software” by Forbes magazine because it brings application sellersand buyers together.If you’re a developer or a company that builds cloud computingapplications delivered as a service, the AppExchange lets you reachthousands of potential customers and benefit from salesforce.com’s reachand resources. You can make any applications you create available on theAppExchange for free.If you’re a customer, you can use the AppExchange to expand thefunctionality of Salesforce CRM, with popular applications to integrateyour campaigns with keyword marketing, email and direct mail solutions,and contract and proposal management, to name just a few. But that’s notAbstractWith hundreds of applications—ranging fromdashboards that extend Salesforce CRM tofull-featured Financials applications—salesforce.com’s AppExchange makes findingand deploying new applications fast, easy, andsecure.By: Sara Varni Brightall. Many of the solutions on the AppExchange are enterprise-grade apps that go far beyond CRM. Theseapplications bring the benefits of cloud computing to all departments in your company, including finance,HR, and IT. Many of these apps are free, others are fee-based. All of them give you the benefits of cloudcomputing.What’s different about the AppExchange?To answer that question, consider the traditional process of selecting a new business application. First, youresearch available apps in publications and at trade shows. Then you narrow down the pool of potentialvendors. You create an RFP, send it out, and evaluate the responses. You invite the short list of vendors togive demonstrations. You do a pilot and, with luck, the pilot is successful and you license the software andstart the implementation process.Compare that process to getting apps from the AppExchange, where everything you need to discover,evaluate, and test applications is in one place. You can compare available apps side by side. See what othercustomers say about them. Try them out. And then install them with a few clicks and you’re ready to go.This paper describes the 5 steps to getting apps for your business needs.
Bring cloud computing to your entire company with the AppExchangeStep 1: DiscoverThe AppExchange makes it easy to find and evaluate applications. You can search for apps by keyword orbrowse various categories, including native apps built on the Force.com platform, the most popular apps,newly added apps, and apps our staff particularly likes. You can also save up to 3 apps to create a side-bysidesummary of important features for easy comparison. Forget exactly how you found an app? TheRecently Viewed Apps area makes it easy to find it again. Want more? The Apps tab further categorizesapps by type, industry, and other attributes such as whether the apps are free or fee based, how they rated,whether they’re supported, and so on.Step 2: EvaluateThere are three steps to evaluating an app: finding out all you can about it, trying it yourself, and possiblygetting advice.The AppExchange makes the first two steps easy. First, you can display a summary of any app forimportant information at a glance. You can even display up to 3 summaries side by side for easycomparison. You can also play demos, view screenshots, get technical details, and read customer reviews tobenefit from the experience of other customers. Then try it yourself—just click the Test Drive button.Finally, talk to your account executive or Customer Success Manager (CSM) to get their recommendations.Step 3: CustomizeAn important key to the success of any kind of application is user adoption. The key to user adoption, inturn, is making sure the application works the way your users do. Adjusting the application to the needs ofyour users typically requires changes to the user interface, such as deleting unnecessary fields, changingfield names, or adding tabs.Making such changes is easy with salesforce.com’s point-and-click tools. One great thing aboutcustomizations: Unlike with traditional on-premises software, your customizations aren’t lost duringupgrades or new releases. Note that the same limits that apply to your edition—such as the number ofcustom objects you can have—apply to any apps you install from the AppExchange.BEST PRACTICE 2
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Best Practices for Implementing Salesforce CRM - Cloud Experts

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