It’s easy to look at salesforce.com as a technology solution, but success also hinges on people and processes.  

• What does the executive team and your managers hope to get out of Salesforce?
• What are the goals of your end users?
• How do the corporate goals align with the business unit goals?
• Are there pre-defined metrics to track attainment of goals?
• How closely do the process and application map to the agreed upon goals?

To answer these questions it’s best that you step away from the computer, grab a white board, and talk it out. If you need a starting point, print out the Business Process Review Worksheet or the Sales Process Map, both of which are available on Successforce.com. The goal is to end with a document or set of documents which aligns the team and sets standardized processes. These documents will be instrumental for training new users and should be kept in the document library so that they can be referenced and updated as needed.

Downloads

• Sales Process Map (PowerPoint File)
• Service and Support Process Map (PowerPoint File)
• Implementation Process Map (PowerPoint File)
• Busness Process Review Worksheet  (Word Document)