Assemble a project team to ensure support and representation from each of the business units that will be affected by your implementation. The size of the team will depend on the scope of your rollout, but the basic roles are always the same.

Executive Sponsor
Every project needs a champion to serve as the CRM driver in your company, rallying support and resources for your implementation.

Steering Committee
Your team should also include a representative from each of your user groups such as end users, managers, executives, and IT. If you don’t take the time to learn what your users want or need before your roll out salesforce.com you’ll definitely hear about it after and jeopardize adoption.

Salesforce Administrator
Finally, identify a system administrator who will be responsible for setting up Salesforce. Because Salesforce is so easy to customize and administer this person does not need to be tech focused. It is much more important that your administrator thoroughly understand your business processes.

Salesforce Developer
If you are planning on integrating Salesforce with other systems you may need to include a web services developer from your IT organization or engage salesforce.com's professional services team. Generally speaking this is only applicable for Enterprise Edition customers with advanced requirements.

Downloads

• Preparing for Success (Breeze Presentation)
• Project Team Worksheet (Word Doc)
• Profile of an Ideal Admin (PDF)