Salesforce Ideas Implementation Best PracticesPresentation Transcript
Salesforce Ideas Implementation Best Practices
Get Prepared to For Your Rollout
Build Your Project Team.
Executive sponsor, project manager, moderator.
Define Your Objectives and Success Metrics.
Generate 50 ideas a month and deliver on the top 3.
Define the Type of Inputs.
Write up 5-10 sample ideas and set guidelines for what’s not appropriate.
Define Your Audience.
Often times a broader audiences provides better perspective and lively conversation.
Define Your Review Process
Who is held accountable for reviewing ideas and seeing them through?
How are you going to promote your community, recognize users, and communicate progress?
Implement Salesforce Ideas
Customize the App
Setup your categories. (5 min)
Set your half-life. (1 min)
Create a sidebar promo (10 min)
Consider renaming tabs (2 min)
Design custom reports and dashboards
Create Your Email Templates
Self-registration (Customer Portal)
Reset your passwords (Customer Portal)
Quick tour of our new online community (Both)
Customize the Customer Portal Customize the portals colors and tabs (5 min) Add a custom header or logo (5 min) Create a custom homepage (1 hour) Create a custom login page (1 hour) Implement single sign-on authentication (Optional)
Manage Your Community
Market Your Community
Internal marketing (email, web, training)
Market inside the app (sidebar, homepage components)
Kickoff Event (company meeting, webinar)
Monitor Your Community
Re-categorize ideas so the right people see them
Flag duplicate ideas
Drive Broad Adoption
Create timely periodic campaigns to spark conversations
Make sure product owners and experts are active participants adding comments
Create adoption dashboards and recognize your top contributors
Maintain Executive Sponsorship
Create reports and dashboards which are emailed to executives
Gather feedback from key constituents to see what you are able to improve upon
Take Action on Ideas from the Community
Manage Your Top Ideas
Assign categories to individuals
Consider building an idea management app using a custom object to track the status
Setup regular meetings to discuss ideas from the community
Communicate Results Back to the Community
Monthly email newsletter
Salesforce homepage component
Idea In Action blog
Resources to Help You Succeed
Dell’s Best Practice Session
Salesforce Ideas Blog
Some Sample Posts Salesforce Ideas Recorded Demos Salesforce Ideas Breeze Presentation Reporting on Ideas Managing Feature Requests Does Ideas Replace Surveys? How Do You Promote Your Site? How Do you Avoid the Crickets? How Do You Manage Resistance ? How Do I Manage Duplicate Ideas? How Do I Find Someone to Manage My Community? Should We Be Worried About Competitors? McKinsey Article on Innovation Management
Browse Popular Ideas
Vote for Things You Like
Submit New Ideas
Help Us Shape the Product Roadmap http://ideas.salesforce.com/popular/salesforce_ideas