DF2UFL 2012: Planning Matters: Implementation and Beyond
1 like258 views
The document outlines essential planning and implementation strategies for CRM systems, emphasizing the need for clear goals, collaboration, and continuous improvement. Key points include understanding stakeholder needs, defining measurable outcomes, and focusing on building relationships and satisfaction within the organization. It also stresses the importance of communication, training, and adapting processes to manage changes effectively.
![Jennifer Phillips @CRMjen
Orlando User Group Leader
Saleforce.com MVP
[Nerd]](https://image.slidesharecdn.com/pm1-122jenniferphillips-osugplanningmatters-120406133059-phpapp02/85/DF2UFL-2012-Planning-Matters-Implementation-and-Beyond-2-320.jpg)
![Delivered Over & Above [TRUMPET from the mountaintops]
Roadblocks
Communicate. Communicate.
Communicate.
Progress](https://image.slidesharecdn.com/pm1-122jenniferphillips-osugplanningmatters-120406133059-phpapp02/85/DF2UFL-2012-Planning-Matters-Implementation-and-Beyond-15-320.jpg)
DF2UFL 2012: Planning Matters: Implementation and Beyond
- 1. Implementation & Beyond Planning Matters (the first time & every single time after that)
- 2. Jennifer Phillips @CRMjen Orlando User Group Leader Saleforce.com MVP [Nerd]
- 3. Planning Small Slide Body Text
- 4. Mapping Success Business Unit Program Program design development Program execution Measurement and improvement Communications planning Strategy development Software System implementation Technology design deployment Refinement and administration Integration CRM Team Vision Translation Rules Scalable Bravery Measurable
- 5. DREAM WHO? Who has the need? WHAT? Who can toe the line? Who really knows what’s Broken Process? going on (SMEs) New Process? Pilot*? WHY? Collaboration? Expectations Measurability Risk
- 6. DREAM Paul Greenberg Program. NOT Project Culture shock Step Beyond Data-Driven Strategy supported by technology Initiative of Change Focus on building relationships & satisfaction Encourages involvement & education
- 7. DREAM Paul Greenberg Program. NOT Project Culture shock Step Beyond Data-Driven Strategy supported by technology Initiative of Change Focus on building relationships & satisfaction Encourages involvement & education
- 8. BUILD Business Unit Program Program design development Measurement Program execution and Communications improvement planning Strategy development Software System implementation Technology Refinement and design administration deployment Integration CRM Team
- 9. BUILD Universal Truths You. Can’t. Have. All. Three. More Focus = Clearer Picture Sponsorship REQUIRED! Pick two.
- 10. You can’t automate your way out of a bad process.
- 11. BUILD LISTEN & DEFINE EXPLORE Current Systems Other Systems Capabilities Integration Opportunities Service Agreements Duplication of efforts, data Processes Bonus Points for low hanging Pain Points fruit!
- 12. BUILD RESTATE & REFINE DEFINE Need Team Process Scope Risk Expectations Deliver complete (concise) Holistic ‘WHAT’ vision
- 14. Why is this stuff important? Quality of the Solution RIGHT people are invested Reduced risk Communications Cheaper.
- 15. Delivered Over & Above [TRUMPET from the mountaintops] Roadblocks Communicate. Communicate. Communicate. Progress
- 16. BUILD Salesforce.com Helpful Help & Training: Salesforce.com Getting Started Portal Getting Started Workbook 5 Steps to a Successful Implementation The AppExchange CRM-Centric CRM at the Speed of Light http://www.destinationcrm.com/
- 17. TEST, TRAIN, DEPLOY Business Unit Program Program design development Measurement Program execution and Communications improvement planning Strategy development Software System implementation Technology Refinement and design administration deployment Integration CRM Team
- 18. TEST, TRAIN, DEPLOY Demo DOCUMENT UAT Training Best Practices WIIFM Management Tactics Support Feedback Channel Change Management
- 20. SUPPORT & MEASURE Monitor Designed as defined? Next Steps (Future Features, Found Opportunities) Post-Mortem Lessons Learned Champion SMEs Detractors
- 21. How did WE Do?
- 22. If no mistake have you made, yet losing you are…a different game you should play. Crazy happens. Define your process, diligently work to execute within it, and understand that you can’t control external forces. You CAN control your reaction to those forces.
- 23. Thank YOU!