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com/document/145876295/Salesforce-CRM-Implementation-Plan

STEP 1: Plan and Prepare 1 - Single Topic

One of the best investments you can make in your Salesforce CRM success is to have a clear plan.
Just as you would not build a house without a blueprint, you do not want to start with Salesforce
CRM without a plan. A plan will help you to communicate with everyone, to do things in the right
order, identify key resources, and keep a clear end date in mind.

As you plan and prepare to get Salesforce CRM up and running, complete the following steps (in this
order):

 Build your team

 Define and prioritize your goals
 Define your process
 Map your process to Salesforce CRM functionality
 Define the reports you need
 Train your administrator
 Communicate with your users

To help jumpstart your implementation, you can use two worksheets in the MySalesforce Workbook
to come up with and document your decisions. Download the workbook and treat it as a work in
progress. You returned to frequently as you complete the steps in this guide.

Build Your Team 1 - Single Topic

To a small business with limited resources, the term project team may sound intimidate dating, but
it doesn’t take huge team, you just need to cover the following key rules - in fact, the same person
can cover more than one role.

As you plan and prepare to get Salesforce CRM up and running, complete the following steps (in this
order):

 An executive sponsor
 A project owner to get the application up and running
 An administrator to manage salesforce day today
 A power user, who really knows your company's business processes

The executive sponsor lends his or who influence to the project by becoming its champion. Having
that presence full support and participation from the planning stage until the live date and beyond -
is absolutely critical.

The project owner, who leads the implementation project, must understand the organisation’s
business process to map them to Salesforce.
 https://www.scribd.com/document/145876295/Salesforce-CRM-Implementation-Plan

The person who is the designated administrator, manages salesforce day to day and makes new
functionality available. It’s also a good idea to have the administrator involved in the
implementation project. A technical background is not necessary, but may be helpful.

And to make sure that salesforce CRM meets the needs of your and users, is this essential to involve
key power users in the planning process.

Qualities of a Good Salesforce Administrator

Software as a service (Saas) makes system administration much easier than its wars with traditional
software. Setting up customising the application, maintaining it, training users, and turning on the
new features that become available with each release or adjust a few clicks away.

The administrator is one of the most important people when it comes to making sales for CRM is
success. The role of the administrator for a small business not not necessary a full time position. In
the initial stages of the implementation, the role will require more concentrated time. Bracket All
about 50%). After go live, managing soils for CRM day today we require much less time (about 10 to
20%). For the right person for the job and continue to invest that that person professional
development. He are some qualities to look for an administrator.