Salesforce Rollout Guide
1. Setting Your Sights on Success
Before rolling out salesforce.com it’s important to build excitement and have an agreed upon vision of what a successful deployment looks like. This section highlights some of the benefits you should expect for managers and executives, end users, administrators, and IT and developers.
Before rolling out salesforce.com it’s important to build excitement and have an agreed upon vision of what a successful deployment looks like. This section highlights some of the benefits you should expect for managers and executives, end users, administrators, and IT and developers.
Salesforce for Managers and Executives
With
salesforce.com successfully deployed, executives have access to accurate
information allowing them to evaluate their company’s performance without
sifting through out-of-date spreadsheets. For Managers, Salesforce dramatically increases visibility into the activities of their reps
allowing them to direct their attention where it’s needed most. It’s also an
extremely valuable tool for creating structured, scaleable processes, which in
turn increase efficiency and allow you to deliver an unparalleled customer
experience.
Real-time
visibility across your organization
Salesforce empowers business users to create their own reports
and dashboards. Each dashboard
can contain up to 20 elements
providing an at-a-glance overview of your entire business.
Run your business like a well oiled
machine
Salesforce allows you to capture consistent
information and define scaleable, repeatable processes. With workflow
you can
automate things like assignment rules, approvals, alerts and escalations.
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.
Key Benefits For Salesforce Administrators
Our goal
is to make all Salesforce.com administrator’s heros within their
organizations. In a successful deployment, administrators work closely with
each of the business units and identify new ways to increase operational
efficiency and drive stellar user adoption.
Find
ways to be responsive and wow your users
Since Salesforce is easily customizable a good
administrator will seek out opportunities to be responsive to users, adding or removing fields
on the fly, or adjusting page layouts
to reflect the way people
work. They can also take advantage of image fields, formula fields, and free
components from the AppExchange to go beyond what users thought Salesforce was
capable of.
Track
your organization's CRM success using adoption dashboards
Adoption dashboards give you the ability to track
user logins, call activity, and data quality, providing tangible metrics to
measure the success of your deployment. This is a powerful bargaining chip when
trying to enlist the support of managers and executives.
Get inspiration
and answers to questions from the salesforce.com community
Salesforce.com has a thriving community where
you can find other customers solving similar business challenges to your own. Successful
Administrators regularly visit Successforce.com to participate on the discussion
boards, download best practice resources, and read up on advice from product
managers. They also play an active role in their local user group and attend
the annual Dreamforce User and Developer Conference in San Francisco.
How Salesforce Helps IT and Developers
Since
salesforce.com is delivered as a service, Developers and IT should feel like a
weight has been lifted from their shoulders. That’s not to say however that
they should be disengaged. Salesforce.com is much more effective when
integrated with your other business system and with AppExchange, Developers and
IT can consolidate many of the homegrown applications spread across the
enterprise. For example, project management, bug tracking, and recruiting, can
all run as AppExchange Apps. With one data model, one security model, and one
user interface, IT can reduce complexity and gain even control.
Integrate
Salesforce with your other systems
Salesforce.com’s AppExchange platform is built on
the latest standards in Web services integration and there is a thriving
community of developers sharing ideas on the AppExchange Developer Network.
Extend Salesforce
with custom applications
In under an hour you can replace the chaos of
emails, spreadsheets, and desktop databases with your own enterprise
application that has all the collaboration, reporting, and data sharing
advantages that are inherent in salesforce.com’s on-demand model. Browse
applications on the AppExchange directory or build it yourself using
AppExchange builder.
Transform
IT budgets from infrastructure to innovation
Many CIOs are trapped spending their entire budget
on keeping the lights on. Salesforce helps shift the focus to high-value IT
projects where they can impact business performance.