Salesforce Ideas Implementation Best Practices


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  • Salesforce Ideas Implementation Best Practices

    1. 1. Salesforce Ideas Implementation Best Practices
    2. 2. Get Prepared to For Your Rollout <ul><li>Build Your Project Team. </li></ul><ul><li>Executive sponsor, project manager, moderator. </li></ul><ul><li>Define Your Objectives and Success Metrics. </li></ul><ul><li>Generate 50 ideas a month and deliver on the top 3. </li></ul><ul><li>Define the Type of Inputs. </li></ul><ul><li>Write up 5-10 sample ideas and set guidelines for what’s not appropriate. </li></ul><ul><li>Define Your Audience. </li></ul><ul><li>Often times a broader audiences provides better perspective and lively conversation. </li></ul><ul><li>Define Your Review Process </li></ul><ul><li>Who is held accountable for reviewing ideas and seeing them through? </li></ul><ul><li>Communication Strategy </li></ul><ul><li>How are you going to promote your community, recognize users, and communicate progress? </li></ul>
    3. 3. Implement Salesforce Ideas <ul><li>Customize the App </li></ul><ul><li>Setup your categories. (5 min) </li></ul><ul><li>Set your half-life. (1 min) </li></ul><ul><li>Create a sidebar promo (10 min) </li></ul><ul><li>Consider renaming tabs (2 min) </li></ul><ul><li>Design custom reports and dashboards </li></ul><ul><li>Create Your Email Templates </li></ul><ul><li>Self-registration (Customer Portal) </li></ul><ul><li>Reset your passwords (Customer Portal) </li></ul><ul><li>Quick tour of our new online community (Both) </li></ul>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)
    4. 4. Manage Your Community <ul><li>Market Your Community </li></ul><ul><li>Internal marketing (email, web, training) </li></ul><ul><li>Market inside the app (sidebar, homepage components) </li></ul><ul><li>Kickoff Event (company meeting, webinar) </li></ul><ul><li>Monitor Your Community </li></ul><ul><li>Re-categorize ideas so the right people see them </li></ul><ul><li>Flag duplicate ideas </li></ul><ul><li>Drive Broad Adoption </li></ul><ul><li>Create timely periodic campaigns to spark conversations </li></ul><ul><li>Make sure product owners and experts are active participants adding comments </li></ul><ul><li>Create adoption dashboards and recognize your top contributors </li></ul><ul><li>Maintain Executive Sponsorship </li></ul><ul><li>Create reports and dashboards which are emailed to executives </li></ul><ul><li>Gather feedback from key constituents to see what you are able to improve upon </li></ul>
    5. 5. Take Action on Ideas from the Community <ul><li>Manage Your Top Ideas </li></ul><ul><li>Assign categories to individuals </li></ul><ul><li>Consider building an idea management app using a custom object to track the status </li></ul><ul><li>Setup regular meetings to discuss ideas from the community </li></ul><ul><li>Communicate Results Back to the Community </li></ul><ul><li>Monthly email newsletter </li></ul><ul><li>Monthly meetings </li></ul><ul><li>Salesforce homepage component </li></ul><ul><li>Idea In Action blog </li></ul>
    6. 6. Resources to Help You Succeed
    7. 7. Dell’s Best Practice Session
    8. 8. Salesforce Ideas Blog <ul><li> </li></ul>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
    9. 9. <ul><li>Browse Popular Ideas </li></ul><ul><li>Vote for Things You Like </li></ul><ul><li>Add Comments </li></ul><ul><li>Submit New Ideas </li></ul>Help Us Shape the Product Roadmap