Process Maps
July 2006
Salesforce Guides
Salesforce CRM Implementation Map
For those who have implemented CRM before you can attest to the fact
that there are lots of moving parts and it can be hard to grasp the big
picture.
The Salesforce CRM Implementation Map identifies who should be involved in your CRM initiative and plots their responsibilities during a typical 45 day rollout. This is a great way to get everyone on the same page and ensure you're building a strong foundation.
Download (PowerPoint File)
Learn more about Salesforce CRM Software as a Service.
Sales and Marketing Process Map
The Sales Process Map provides an overview of how to generate leads, optimize your lead flow, and close more business. You can customize it to fit your business process and use it as a training tool.
(Download the Powerpoint or the PDF version)
Service and Support Process Map
The Service and Support Process Map illustrates how support requests flow through Salesforce from capture through to case resolution. You can see how cases are routed, escalated, and solved.
We've also added a slide on the Customer Portal and Salesforce Ideas two exciting new products for self-service and online community.
(Download the PowerPoint or PDF)
The overview slide below provides a set-by-step illustration of how you can use Salesforce to streamline your service and support organization.
Additional Process Maps: Sales and Marketing, Activity Management, Service and Support, PRM
Event Management Process Map
Richard Hind, a Salesforce.com Sales Engineer from the
UK used the PowerPoint Template to create three new process maps including this map for Event Management. Int includes event management, event execution, and event analysis.
Download (PowerPoint)
