How to Navigate a Successful Salesforce Implementation?

Category: Education

Presentation Description

There are many steps to navigate a Salesforce implementation. Check out this infographic to see How to do it successfully.


Presentation Transcript

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Complexity vs. Value How to Navigate a Successful Salesforce Implementation Dont be Penny wise and pound foolish. Optimize your time and follow the 80/20 rule: Focus on the things that will have the biggest impact on the biggest portion of your user base. Work From the Bottom up Having a Quick conversation with your CRM users can have huge impact on your implementation. Involve your users. They are important too.... Customer Experience Have a conversation with the customer and Dont forget that They are user of the CRM too and their feedback can be invaluable. Process and Technology Define your process before building your solution and leverage outside help. Its important to get opinions from outsiders. Use this opportunity to take control of your database - normalize various field types especially title industry and address fields merge duplicate records and append data to build a more complete database. Define data ownership which includes maintenance responsibilities. Focus on pre-data cleanup but also ensure that your data protected - otherwise it revert back to the huge mess that you spent so much time cleaning up Lastly by employing data enhancement tools and strategies you are ensuring the biggest ROI on CRM and marketing automation technologies. Own Your Data Data Data Data 1 2 4 3 5 6

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