preparing for success using salesforce
DESCRIPTION
Salesforce is an enterprise level product that will require some investment of time, skill, and/or money to get the most out of it. Learn what you can do to prepare your organization to take best advantage of salesforce CRM.TRANSCRIPT
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Preparing for Success
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• Give your senior management the tools and information they need to drive the project and actively use salesforce crm
• Plan for a dedicated partner or skilled technical resource to implement salesforce
• Dedicate time/budget for training for your designated System Administrator
• Join the user community
• Extend your application and focus on user adoption by creating a training plan
position your organization for
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1. Decide on your implementation strategy
• Find a consulting partner on the AppExchange
• Get a Quickstart
• Implement in-house with staff that have dedicated time to learn and customize salesforce
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2. Develop your training plan(s)
• Develop a training strategy
• Develop your curriculum
• Deploy and deliver your training
* Your strategy might include hiring a consultant to provide training, accessing salesforce.com training or upgrading to Premiere Support to have access to the full salesforce e-training library.
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3. Join the Community
• Join a local user group
• Join the Answers Community
• Join the NPSP Google Group
• Join the HE Chatter Group
• Follow the Foundation social channels
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4. Extend your Application• Enable Mobile Lite (or purchase Full Mobile)
• Develop Chatter best practices for your org
• Set up the Outlook integration or email to salesforce or get an App from the AppExchange for email/calendar integration
• Find other helpful Apps on the AppExchange for things like bulk HTML e-mail, printed mail merges, data cleansing, and de-duping, and payment processing
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5. Focus on Adoption
• Develop a long-term adoption strategy
• Install the free Adoption Dashboards App available on the AppExchange to help you measure and monitor adoption
• Make adoption fun and rewarding
• Use Chatter to further adoption and collaboration
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Thank you!