Recipe for Success

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Define - Identify project team members that represent all affected layers of the organization

Ido Hacohen – VP of sales and Marketing Blat-Lapidot Recipe for Success
The Basic Elements of Success
- Define the Business need
- Executive Sponsorship
- Execute – getting it done!
- Train
- Rollout
- Drive adoption
- Measure
Sponsorship
- Executive sponsor from the business side!
- Project Lead/Manager
- Salesforce.com Admin/Guru
- Get the users involved!!!
Execute
- What are the stages?
Train
- Train the Trainer
- Business users Training
- Admin Training
- Developer Training
Rollout
- Announcements
- Generate Excitement
- The Big Day - Rollout Party
Drive Adoption
- Position Salesforce.com as a Productivity Tool, Not a Chore
- Conduct contests
- On going trainings
- Key Salesforce.com leaders
- Internal Community
- Keep the users informed – Newsletters, Webinars
- Spread the Success
Measure Your Success
- Reports & Dashboards
- Measure ROI – Quantitative