The document discusses common CRM challenges and success factors in Salesforce implementation, emphasizing the importance of a well-structured project plan and user acceptance training. It highlights the need for change management and outlines practical steps for aligning business processes with Salesforce capabilities. Ultimately, the goal is to improve operational efficiency and team satisfaction while maximizing return on investment.

1. Your Salesforce Experts

3. TYPICAL CRM CHALLENGES?

8. SUCCESS FACTORS

12. Dashboards
Drill-Down
Color Console

13. HOW?
More than Cloud Experts

15. CONSIDER INTEGRATING PILLARS OF …

16. CONSIDER STEP IMPLEMENTATION

17. PROJECT MILESTONES
Business
Process
Review
(BPR)
Business
BluePrint
Document
(BPD) &
Project Plan
Configure &
Walkthrough
‘New’ or
‘Update’
Salesforce
Design
UserAcceptance
Training

18. OUR CHANGE MANAGEMENT VALUE

19. WHY DIABSOLUT?
LISTEN & PLAN
Road
Map
DO & CONFIGURE
Roles
Change
Flow
TRAIN & REVIEW
People
Process

20. VALUE FOR MONIES
More than Cloud Experts

21. roi

23. Your # 1 Need
Your # 2 Need
Your # 3 Need

24. ALIGN WITH CHANGE MANAGEMENT
Where do
we want to
go?
How ready
are we to
get
started?
What
practical
steps do
we need to
take?
How do we
manage
the
journey?
How do we
keep
moving
forward?

25. 5% FINE TUNING RETURN
•
•
•
•
Less Opportunities Lost
Better Operating Balance
Effective Business Intelligence
Happier Team