6. Why are Vision and Strategy Important? “ Almost every company that has benefited from a customer relationship management initiative has done so after developing a coherent CRM strategy” -Gartner
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12. Critical Success Factors Defining the vision and strategy through a business case High-touch Deployment Crawl > Walk > Run Continuous Innovation Plan Act Evaluate
22. Daniel Sieff Senior Manager for Sales CRM Matt O’Connor Engagement Manager QUESTION & ANSWER
Editor's Notes
Thank you everyone for joining us today for our Vision and strategy session which is a part of the Best Practices: Global Enterprise track. During this session we will be talking about the importance of defining a clear vision and strategy for your SF initiative and also providing practical, field tested guidance on how you can do this within your organization, so that you can greatly improve your business results, obtain strong ROI on your SF investment and also generally make life easier for you and your teams as you undertake these initiatives. Whether you are planning an initiative, in process w/ one or just completed one – there will be valuable lessons for you to take w/ you back to your company. My name is Matt O’Connor, I’m an engagement mgr w/ SF in our Central region, I’ve been w/ SF for the past 2.5 yrs. During that time I’ve been responsible for some of our larger F500 implementations of SF and have worked w/ Customers on defining a solid vision and strategy as the basis for they SF implementation. Also w/ me is Daniel Sieff from Sprint Nextel. He will sharing the story of how Sprint clearly defined their vision and strategy for CRM and their use of SF for more than 5,000 users and how this has led to tremendous business results for their organization. We are very lucky to have Daniel w/ us today. TRANSITION – but before we dive into that…