Salesforce Rollout Guide
Why Reps Love Salesforce
Reps need
an application that makes work easier, not more complicated. With
Salesforce.com successfully deployed, reps should view it as an indispensable
tool which they log into daily, accessing critical information, manage their
activities, and collaborate with colleagues.
Quickly
look up an Account
and see a complete listing of contacts at that account,
activities, open tasks, sales opportunties, and cases. Whether you’re working
on a project team or taking over a new account, in an instant you can find out
just where things stand.
Reps
should have a handful of views
and reports
which they rely on to manage their
day. By sorting on key data points and building personalized dashboards they
can prioritize their day and ensure sure nothing falls through the cracks.
Pipe
in information from a variety of sources
Salesforce.com
can be set up to pipe in relevant information from a number of different
sources, including your corporate website, 3rd party data providers,
or back office systems. The greater the information flow, the more valuable Salesforce
becomes.
The more
people who use Salesforce within your organization, the greater the network
effect. When handing off a sales, support, or billing inquiry, a rep should have
confidence that the task
they assigned will be taken care of. Since all the
background history is visible on account
record, very little explanation is
needed. The use of tasks and activities also gives visibility into the current status
and how the issue was resolved.
Reps that
discover sticky tools such as email templates, mass email, and email tracking,
discover that they are much more productive using Salesforce. Populating
up-to-date marketing collateral, mail merge documents, and FAQ’s inside
Salesforce also leads to increased adoption.
Adapt
Salesforce to the way you work
Salesforce.com
offers online, offline, and wireless access so that your critical business
information is always within reach, whether you’re working from home or on the
road. Salesforce also offers seamless integration with Outlook, allowing users
to work more productively in the applications they use most.
6 Comments
December 2
None of the links are working. They simply say that the Image is not Available.
Please advise
December 13
Images are still broken as of December 13.
December 17
zzzzzzzzzzzzzzzz....
December 21
Sorry, should be fixed now.
March 8
The Implementation Map link on the left margin of the page did not work.
May 8
The Implementation map is still not working it is bring you to an seminar advert!