Salesforce Rollout Guide

Free Best Practice Workshop

Melinda We're pleased to introduce daily Best Practices Workshops exclusively for salesforce.com customers. With thousands of companies using salesforce.com, there are a lot of great ideas out there. This new series is our opportunity to share best practices discovered and developed by customers just like you.

Each day we'll focus on addressing the needs of a specific area: sales, marketing, support, or general administration. These sessions are meant to be interactive, so come prepared to participate; ask questions and share your success stories.

LOGIN INSTRUCTIONS

To attend, login 5 minutes prior to the 11:00 a.m. PST start time using the instructions below.

GETTING STARTED | MONDAYS @ 11:00 a.m. PST | Also available pre-recorded

  • Determine and prioritize your company's objectives
  • Customize salesforce.com to align with your specific needs
  • Learn strategies for introducing users to salesforce.com
  • Understand the resources here to help you

 MARKETING | TUESDAYS @ 11:00 a.m. PST | Also available pre-recorded

  • Generate high quality leads with the best return on investment
  • Distribute and track leads throughout the sales cycle
  • Leverage opportunities in your existing customer base
  • Create and maintain a consistent corporate message

SALES | WEDNESDAYS @ 11:00 a.m. PST |  Also available pre-recorded

  • Ensure that your salespeople use salesforce.com everyday
  • Develop and manage an effective and streamlined sales process
  • Maintain visibility into your sales pipeline and prospects
  • Define and report on critical sales metrics

SUPPORT | THURSDAYS @ 11:00 a.m. PST | Also available pre-recorded  

  • Capture critical customer support information
  • Route support issues to the most available and qualified resource
  • Decrease response time and deliver self-service options
  • Analyze support issues to improve your products and services

BOF (Birds-of-a-Feather)| FRIDAYS @ 11:00 a.m. PST

  • Ad-hoc session where you can bring your questions to the table
  • Discuss Best Practices that are relevant and of interest to you
  • The topic will vary based on audience participation
  • Come prepared to participate and share your success

PRODUCT WEBINARS | Click through for details


7 Comments

Eric Holland
September 6

Is there a best practice venue for Team edition users?

If not, any recomendations?

Thanks,

Eric

Jamie Grenney
September 12

Many of the same best practices apply to Team Edition customers. The class size is usually small enough you can ask the presenter to call out anything that's different in Team Edition.

Rhonda Burgin
April 22

Let me know if you have any more info on the team edition. I have the same one.

niegel
June 1

Do you have any pre-recorded session for ADOPTION?

Nimisha Birmingham
June 11

Hi, I cannot access the pre-recorded support presentation, the link tells me that the page doesn't exist anymore, please can you send me a link to the pre-recorded support presentation?

Thanks

Nimisha

Will
July 5

I take it this web page no longer is up to date? The Pre-recorded links do not work and the "workshops" never have the organizer login.

Will
July 19

The links and sessions are now working. I just finished "Support" and had a good experience.