These rules are based on learnings and findings of
Xavier Augustin, CEO Y-Axis.com
He made a 100% switch over to salesforce.com as
core system for his 600 employees.

Go for
100%
Makeover
Everyone, Every time,
Everything
Rule #1

Maintain Continuity,
from Start to Finish
Avoid parallel systems when Salesforce can
consolidate most of their functionalities.
Rule #2

All eggs in One
basket
Decide early & firmly on central database.
Hence one source of truth
Rule #3

Be Present on
Salesforce
Get users to log-in pro-actively to Salesforce, and
track it.
Rule #4

Track pugmarks of
customer oriented
service
Define activities and tasks that make a difference
for your customers on Salesforce.com
Rule #5

@Saleschakra
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Carrot & Stick
“What a fine
system”?
Design incentives and fines around Salesforce
usage.
Rule #6

The buzz in
keeping Scores
Salesforce game cannot be played
without a great scoreboard.
Build user adoption dashboards.
Rule #7

Proof is in
the pudding
Let it sell itself with
easiness, effectiveness
and early adopters
Rule #8

Democratize
Salesforce-
plan, build &
adoption
By the users, for the users,
from the users.
Rule #9

My world in
an oyster
Let the performance truth be reflected
publicly on Salesforce management
dashboards. Drive insightful decisions.
Rule #10

@Saleschakra
Company/saleschakra
Find the full article
here.