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
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
4. Expand Into Advanced Areas
- Google AdWords
- Website Integration
- Customer Self-Service Portal
- Parter Relationship Management
- Innovation Management
- Content Management
- Dashboards
Visit www.salesforce.com to learn more about the CRM Software-as-a-Service Solutions available.



