CRM can add significant value to an organization, but many implementations fail due to a few basic mistakes. This presentation addresses ten of the most common pitfalls companies face and provides guidance to help ensure your CRM rollout is a success.

View Breeze Presentation or download the Power Point Slides.

Many times companies have large files stored on the local network and it’s not practical to use salesforce.com’s document library. These instructions show how you might link from a account or case record in salesforce.com to a local file server.

Erik Yewell (Salesforce.com)

Download Instructions (Word Documnet)

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1. Online Training for Support
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1. Zero to Helpdesk in 60 minutes (Breeze, 42 min)

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1. Pre-Built Service and Support Dashboards (Free)

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Top Pages on Successforce.com

1. Online Training for Sales
2. Sales Process Map
3. Customer Best Practice Presentations from Dreamforce
4. Feature Detail Pages
5. Free Best Practice Workshop (Wendsdays @ 11 PST)

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1. Nurturing Sales Success (Breeze, 10 Min)
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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.

• https://www.gotomeeting.com/join/418660800
• Meeting number: 418-660-800
• Password: crmsuccess
• Dial-in Number  1-866-393-8073 (North America), 7205871473 (International)
• Meeting Number: *2582794*

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

• Salesforce Ideas Weekly Webinar