crm01 day 5 - salesforce crm and business intelligence training v0.1
TRANSCRIPT
![Page 1: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/1.jpg)
CRM01: Salesforce CRM and Business Intelligence
Training Session 5: Managing a Salesforce CRM Implementation Project
Presented by: Oyinua Fumudoh BanigoVersion 1.0
![Page 2: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/2.jpg)
2
Our Agenda for Day 5
Project Management Frameworks
Preparing for Success
Creating the user experience
Enabling the user experience with data
Deploying and Empowering your users
![Page 3: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/3.jpg)
WAGILE
SaFE Agile
Decide on a suitable approach for your orgHow do you know which framework to use for Salesforce implementation?
Waterfall
AGILE
Scrum
Lean
Kanban
RUPDSDM
FDD
Crystal
![Page 4: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/4.jpg)
Decide on a suitable approach for your orgHow do you know which approach to use for Salesforce Project Management?
![Page 5: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/5.jpg)
5WAGILE ApproachManaging a Salesforce CRM Implementation Using WAGILE
![Page 6: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/6.jpg)
6Factors to considerDeciding on how to manage a Salesforce implementation project
• Project Scenario• Agency or contractor bidding for a contract
• Internal team• Freelance consulting
• Company size• By staff strength• By customer base
• Implementation resource• Large teams• Few individuals
-
![Page 7: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/7.jpg)
![Page 8: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/8.jpg)
Project Control CycleHow do you ensure that each stage of the project is well managed?
PLAN• Establish scope• Baseline timescales & budget• Understand risks
DO• Initiate work• Allocate resources
CHECK• Progress vs baseline• Quality control• Costs to date, cost forecast
ACT• Control changes• Plan corrective actions• Review emergent risks
![Page 9: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/9.jpg)
9The Salesforce ApproachUse within Implement and Test Stage
• Determine who is involved and how to focus your journey
Step 1: Prepare for Success
• Adapt Salesforce to enable and improve your business processes
Step 2: Create the User Experience
• Import clean data and create valuable reports
Step 3: Enable the User Experience with Data
• Train, support, motivate, and engage your users by driving business outcomes
Step 4: Deploy and Empower your Users
![Page 10: Crm01 day 5 - salesforce crm and business intelligence training v0.1](https://reader035.vdocument.in/reader035/viewer/2022062823/58ce7d641a28ab210a8b4cc5/html5/thumbnails/10.jpg)
10