Salesforce CRM Implementation Guide

Find resources to help guide your organization towards CRM success.

1. Salesforce Overview

• Demo Center
• Setting Your Sights on CRM Success
• Ten Common CRM Mistakes
• Salesforce CRM Implementation Map

• Sales Process Map
• Support Process Map
• Activity Management Process Map
• PRM Process Map

2. Steps to a Successful CRM Rollout

• Building Your Project Team
• Engaging Professional Services
• Project Team Kickoff Meeting
• Gathering Your Requirements
• Modeling Salesforce to Your Business

• Administrator Training
• Customizing Salesforce
• Importing Your Data
• Training Your Team
• Desktop Integration (Outlook, Excel)

3. Managing Your Implementation

• Process Definition
• Change Management
• Data Quality

• Designing a Training Program
• User Adoption

4. Expand Into Advanced Areas

• Google AdWords
• Website Integration
• Customer Self-Service Portal
• Parter Relationship Management
• Innovation Management
• Content Management
• Dashboards

• AppExchange Apps
• Visualforce
• Apex API
• Custom Objects
• Workflow and Approvals
• Formula Fields
• Mobile

Visit www.salesforce.com to learn more about the CRM Software-as-a-Service Solutions available.