Tips for a successful Salesforce.com implementation
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Successful salesforce.com implementation requires clear leadership, defined business strategies, and effective planning to manage change. Key elements include establishing a vision, building a cohesive team, defining business processes, and ensuring strong communication throughout the organization. Collaboration with solution providers and a focus on user experience documentation are essential for a successful transition.
Tips for a successful Salesforce.com implementation
- 1. Tips for a successful Salesforce.com implementation
- 2. Managing change Leadership Planning Communication
- 3. Leadership "The task of the leader is to get his people from where they are to where they have not been." Henry Kissinger
- 4. Salesforce is a multi-faceted automation solution • CRM solution. – Sales and marketing automation. – Service and support management (customer portal, call center, knowledge base). – Project management. – Contract management. – Content management. • Force.com (custom applications) – Finance and admin. – Financial services. – HR. – Office productivity. – Partner Relationship Management.
- 5. Leadership • Create cohesive vision for automation. • Passionate about need for change. • Promote value of change. • Lead by example.
- 6. Define your business imperative …then you’re ready to consider which Salesforce.com solution(s) will best meet your needs. Once you understand your business strategy, imperative, and goals…
- 7. Define your business strategy • Customer lifecycle strategy. • Partner strategy. • Product/services development strategy. • Other major business areas of focus.
- 8. Define metrics • Understand how you will measure success and failure. • What analytics do you need to engage in forward thinking and planning?
- 9. Build Salesforce Team • Leaders: Management members who will define processes and requirements. – From every impacted functional area. • Users: Members who will take point on championing their business use needs. • Tactical: Business analysts and IT pros who will define and customize the solution. • Trainers: Folks accelerating user adoption.
- 10. Planning “Organizing is what you do before you do something, so that when you do it, it is not all mixed up.” A. A. Milne “Good fortune is what happens when opportunity meets with planning.” Thomas Alva Edison
- 11. Your Salesforce.com solution will only be as good as your defined business processes. If your processes are ill-defined, then all Salesforce will do for you is help you do the wrong thing faster. Define your business processes
- 12. Planning arenas 1. Business process definition. 2. Requirements definition and documentation. 3. Plan for organizational change.
- 13. Phased implementation Consider big picture vision for solution…. …but plan for phased implementation.
- 14. Build strong User Experience documentation • Partner with IT. – Departmental leaders “own” using Salesforce. – IT “owns” implementation. • Write detailed business requirments documentation – If prepared by consultant or internal IT, be sure that business leader provides sufficient detail for a rich understanding of what the user experience needs to be. • Write in plain English – Let IT translate into Requirements technospeak.
- 15. User Experience elements – Business imperative and solution definition. – Process definition (flow charts or other visuals are helpful). – Licensing. – Data fields and tabs. – User experience. – Workflows (validations and triggers). – Reports. – Expected deliverables. – Milestones. – Metrics to be used to evaluate project. • Contents should include:
- 16. Communication "Great leaders are almost always great simplifiers, who can cut through argument, debate, and doubt to offer a solution everybody can understand." — General Colin Powell
- 17. All change is stressful – even positive change.
- 18. Promote Salesforce benefits Make benefits personal… …even if the change is global.
- 20. What to look for in a Salesforce consultant Business strategy/process knowledge – domain expertise in your functional area of interest. Technical expertise. Defined design and implementation process. – Requirements gathering and definition. – Deliverables. – Communication process during design/implementation.
- 21. Summary
- 22. Success factors • Vision. • Commitment. • Planning. • Solution provider collaboration. • Communication. – Between leadership and IT. – Between leadership and employees. • Celebration!
- 23. About
- 24. I’m passionate about helping companies build a better business by energizing transformation.
- 25. My super power? I solve complex problems using original and innovative solutions.
- 26. 26 Centers of Excellence • Project Management: • Collaborative leadership. • Budgeting and forecasting. • Risk management. • Resource planning. • Scheduling. • Quality management. • Vendor management, including offshore developers. • Waterfall and agile. • Enterprise solutions. • Business Consulting: • Business strategy. • Needs analysis. • Business requirements. • Functional spec documentation.