The first step in implementing salesforce.com is to gather your project team and conduct a kickoff meeting. This will provide you with an opportunity to make introductions, review the project scope and deliverables, discuss your objectives and critical success factors, define each member’s roles and responsibilities, and set your project timeline. It’s a good idea to prepare a PowerPoint presentation in advance to structure the conversation and set the tone for your implementation.

The outputs of this meeting should include;

• An initital project timeline with milestones identifed
• Defined project roles
• A communication/training plan that will involve and educate your end users
  

Downloads

• Successforce Implementation Map (PowerPoint File)