Process Maps
Official Maps
Innovation Management Process Map
Here's an overview of the process behind managing an online community, from launch through implementation of top ideas.
(Download the PowerPoint )
PRM Process Maps
Get real-time visibility into the status of partner-owned opportunities
while empowering partners with direct access to price books and
opportunity information. Salesforce is the single place for updating
deal information, tracking milestones, and recording all
opportunity-related interactions.
(Download the PowerPoint
or PDF)
Put an end to competitive issues and conflicts in your channel sales
and earn partner loyalty and better deals. Distributing the right leads
to the right partners and measuring success is a critical element in
channel programs and partner success.
A best practice for rapid channel growth is to enlist partners to bring new business to you through a deal registration program. This involves partners registering new deals to you, and in return, they gain program benefits such as additional margin.
Additional Process Maps: Sales and Marketing, Activity Management, Service and Support, PRM
Activity Management Process Map
Activity Management is one of the central
building blocks for CRM. It allows you coordinate customer-facing activities
and develop a compete view of the account.
(Download the PowerPoint or PDF)
Whether
you are in account management, sales, or support, this process map answers three
of the most basic questions.
- What do I do when I get a phone call from a customer?
- What do I do when I get an email from a customer?
- How do I manage my tasks and activities?
If you
can get these concepts across everything else starts to fall in place. Reps
realize that there is valuable information inside Salesforce so they login and
keep information up to date. Because the information is up to date managers
can run the reports and dashboards they need and get visibility into their
business. When managers trust the information they begin to manage to the
application, which starts a self-perpetuating cycle.
Additional Process Maps: Sales and Marketing, Activity Management, Service and Support, PRM
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
