Your Salesforce Experts
TYPICAL CRM CHALLENGES?
SUCCESS FACTORS
Dashboards

Drill-Down
Color Console
HOW?
More than Cloud Experts
CONSIDER INTEGRATING PILLARS OF …
CONSIDER STEP IMPLEMENTATION
PROJECT MILESTONES

Business
Process
Review
(BPR)

Business
BluePrint
Document
(BPD) &
Project Plan

Configure &
Walkthrou...
OUR CHANGE MANAGEMENT VALUE
WHY DIABSOLUT?
LISTEN & PLAN
Road
Map

DO & CONFIGURE
Roles

Change

Flow

TRAIN & REVIEW
People

Process
VALUE FOR MONIES
More than Cloud Experts
roi
Your # 1 Need
Your # 2 Need
Your # 3 Need
ALIGN WITH CHANGE MANAGEMENT

Where do
we want to
go?

How ready
are we to
get
started?

What
practical
steps do
we need t...
5% FINE TUNING RETURN

•
•
•
•

Less Opportunities Lost
Better Operating Balance
Effective Business Intelligence
Happier T...
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
Brief 'How to' 2013 Lessons for Structuring a Successful CRM project
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Brief 'How to' 2013 Lessons for Structuring a Successful CRM project

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CRM is not software. It is your business strategy, your business model. What's required therefore is a planned approach to transform your business model so that CRM tools such as Salesforce can better support your go-to market business model.

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Brief 'How to' 2013 Lessons for Structuring a Successful CRM project

  1. 1. Your Salesforce Experts
  2. 2. TYPICAL CRM CHALLENGES?
  3. 3. SUCCESS FACTORS
  4. 4. Dashboards Drill-Down Color Console
  5. 5. HOW? More than Cloud Experts
  6. 6. CONSIDER INTEGRATING PILLARS OF …
  7. 7. CONSIDER STEP IMPLEMENTATION
  8. 8. PROJECT MILESTONES Business Process Review (BPR) Business BluePrint Document (BPD) & Project Plan Configure & Walkthrough ‘New’ or ‘Update’ Salesforce Design UserAcceptance Training
  9. 9. OUR CHANGE MANAGEMENT VALUE
  10. 10. WHY DIABSOLUT? LISTEN & PLAN Road Map DO & CONFIGURE Roles Change Flow TRAIN & REVIEW People Process
  11. 11. VALUE FOR MONIES More than Cloud Experts
  12. 12. roi
  13. 13. Your # 1 Need Your # 2 Need Your # 3 Need
  14. 14. ALIGN WITH CHANGE MANAGEMENT Where do we want to go? How ready are we to get started? What practical steps do we need to take? How do we manage the journey? How do we keep moving forward?
  15. 15. 5% FINE TUNING RETURN • • • • Less Opportunities Lost Better Operating Balance Effective Business Intelligence Happier Team

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