Your Logo Here Plan Your Kickoff Your Logo Here salesforce.com
Your Logo Here Kickoff Planning (Checklist) Create agenda Review topics with Project Team Coordinate team participation Anticipate banana peels Plan training exercises Set follow-up meetings with Project Team
Your Logo Here Kickoff Agenda (Sample) Introduction Day in the Life of a salesforce.com User Goals & Metrics Help! Available Resources Training Exercises Q&A
Your Logo Here Introduction (Executive Sponsor) [Reasons Why We Selected salesforce.com] • [Executive visibility into the pipeline] • [One source of customer information] • [Organize new prospect information] • [Easy administration & set up]
Your Logo Here Day in the Life of a salesforce.com User (CRM Project Mgr., End User) Note: Walk through a [Sales] typical day using the [Support] application, to demonstrate ease of use & [Field Sales Rep] relevancy to their job.
Your Logo Here Goals & Metrics (Business Mgrs., Executive Sponsor) Note: Ingrain good habits Benefits of New Processes early on. Remember your • [Less time spent prepping pipeline data for manager] carrots and sticks. • [Deliver consistent pricing information to prospect] Discuss how new processes Short-term Expectations will help groups alleviate pain • [Sales will track all deals in salesforce.com] points discussed in the BPR. • [All new leads will be entered in salesforce.com] Describe Long-term Expectations measurable short- and long- • [Real-time access to historical sales reports] term expectations for each group.
Your Logo Here Help! Available Resources (Project Manager) Establish guidelines for Online Help who to turn to for help. Salesforce.com Training & Support For example, managers [CRM Project Manager] should address process questions, the [Your Manager] administrator helps with basic navigation or password issues, etc.
Your Logo Here Training Exercises I (Project Manager, End Users) Exercise Goal [Outlook Edition Review] [Show how all emails may be tracked in the application.] [Download Office Edition] [Create relevant mail merge documents and quotes.] [Download Offline Solution] [Show ability to track information without a connection.]
Your Logo Here Training Exercises II (Project Manager, End Users) Exercise Goal [Enter This Quarter’s [Navigation and relevance to daily Opportunities, This Month’s activities.] Tasks and Events] [Create Custom Email [Emailing from within Templates] salesforce.com. Saving time with templates.] [Create Sample Mail Merge [Prevent re-entering of existing Document] information.]
Your Logo Here Training Exercises III (Project Manager, End Users) Exercise Goal [Create Custom Reports] [Personalize the use of salesforce.com. See ease of managing information. Understand real-time nature of what managers see.] [Tips & Hints Worksheet] [Provide end users with hardcopy materials to get up and running quickly.]