The document provides tips for improving end user adoption of CRM systems. It discusses common reasons for poor adoption such as lack of organizational change planning and unrealistic expectations. It recommends establishing executive sponsorship, identifying super users, developing processes and measurements, providing training, and maintaining data quality to increase adoption. Metrics and dashboards should be used to measure results and provide insights to improve performance.
3 Ways to Increase Executive Adoption of SalesforceSalesforce Admins
Companies with top-down acceptance of the Salesforce use case have great results. So, how do you get your Exec team to buy-in to Salesforce, adopt it, and even promote its use amongst the ranks of your organization? Learn immediately actionable tips and tricks to drive executive adoption at your organization.
Webinar reviewing the latest features in Reports and Dashboards and learn how to build reports to power a full service dashboard! We cover topics like bucketing, cross filters, and conditional formatting.
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
Every organization, large and small, struggles with adoption. In this webinar, we’ll talk about the three biggest barriers to adoption and how to overcome them.
Key Takeaways
-You are not alone! Getting other humans to do what you want is hard!
-The three biggest barriers to user adoption and how to overcome them.
-Where to get help, tips, and tricks.
Salesforce Admins live at the center of change within organizations. Whether automating processes or transitioning to Lightning Experience, change management skills will ensure smooth sailing when completing projects and create a better experience for your stakeholders, end users, and you.
We’re excited to share some new resources to help you become a security-minded Admin! We will show you a sneak peek of our new security homepage on trust.salesforce.com, tips on how to become a Trust Trailblazer with our new security badges and trail.
Ready to bring the power of AI to your organization but not sure where to start? Join our webinar! We will be diving into features available in Sales Cloud Einstein, how to evaluate Einstein for your organization, and best practices around rolling out AI to your sales team. This webinar is for Admins who want to learn how to incorporate Einstein into your sales workflows.
3 Ways to Increase Executive Adoption of SalesforceSalesforce Admins
Companies with top-down acceptance of the Salesforce use case have great results. So, how do you get your Exec team to buy-in to Salesforce, adopt it, and even promote its use amongst the ranks of your organization? Learn immediately actionable tips and tricks to drive executive adoption at your organization.
Webinar reviewing the latest features in Reports and Dashboards and learn how to build reports to power a full service dashboard! We cover topics like bucketing, cross filters, and conditional formatting.
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
Every organization, large and small, struggles with adoption. In this webinar, we’ll talk about the three biggest barriers to adoption and how to overcome them.
Key Takeaways
-You are not alone! Getting other humans to do what you want is hard!
-The three biggest barriers to user adoption and how to overcome them.
-Where to get help, tips, and tricks.
Salesforce Admins live at the center of change within organizations. Whether automating processes or transitioning to Lightning Experience, change management skills will ensure smooth sailing when completing projects and create a better experience for your stakeholders, end users, and you.
We’re excited to share some new resources to help you become a security-minded Admin! We will show you a sneak peek of our new security homepage on trust.salesforce.com, tips on how to become a Trust Trailblazer with our new security badges and trail.
Ready to bring the power of AI to your organization but not sure where to start? Join our webinar! We will be diving into features available in Sales Cloud Einstein, how to evaluate Einstein for your organization, and best practices around rolling out AI to your sales team. This webinar is for Admins who want to learn how to incorporate Einstein into your sales workflows.
We understand that complex enterprise organizations, for many reasons, are currently managing multiple orgs. With this, often comes a number of questions about how to best manage a multi-org environment.
Jax, FL Admin Group Presents: Spring '22 Release HighlightsMarc Lester
Join us to get some of the key highlights from the most recent Spring '22 Release that will impact and provide value to most Orgs.
Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce.
Some features in Spring ’22 affect all users immediately after the release goes live, which occurred on Feb 12th for most Orgs. Consider communicating these changes to your users so they understand the updates and know how to best take advantage of them.
Other features require direct action by an administrator before users can benefit from the new functionality.
Learn about some of each of these features and enhancements and which ones will benefit your organization the most.
One Stop Shop: Using Service Cloud for IT Management, Projects and MoreSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Mary Reiman, Butler University
Butler University, focused on swift innovation and growth, has required IT to reevaluate services and work prioritization. Like most IT shops, Butler has historically used several different applications to manage work, making it difficult to have a global view of projects and workload. Their vision is to bring all of these functions under the Salesforce umbrella to provide a seamless work experience.
In June 2016 Butler implemented the Salesforce Service Cloud, using cases to manage service requests and developing the knowledgebase for customer self service. This was followed by custom development and implementation of the Mission Control app.
Join this session to learn how by using Salesforce as a base platform and adding tools found in the AppExchange, they have developed a process for managing work across the department. Salesforce dashboards allow them to manage various workloads ? cases, operational and new projects, and the backlog list. The progress of individual projects and backlog statuses can also be shared with others across campus.
Salesforce delivers innovative experiences and vision to our customers every day. Learn from the Global Innovation Solutions team exactly how they build innovation into our process, product, and culture.
As an Admin, everyday we get requests from users, executives, and stakeholders about what they want you to do to make their jobs easier using Salesforce. It is our job to dig deeper into their request and figure out if what they say they want is actually what the business needs to succeed.
Salesforce Tour Breakout Session: New Features for Salesforce AdminsSalesforce Admins
Admins are the leaders who can guide their businesses to the future. Learn how to leverage the Lightning Experience and new features of Salesforce to drive innovation, tackle inefficiency and increase productivity.
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
Webinar: Cut that Clutter! Maintain a Clean Org and Improve ProductivitySalesforce Admins
If you have hundreds of custom fields on an object, 20+ installed packages and more page layouts than you know what to do with, it’s time to clean your org. #AwesomeAdmin Kelly Bentubo has done just that and will share what it takes to make your org the lean, mean, data-crushing machine you have always envisioned. In this session, we will walk you through identifying problem data types, migrating data, and how to handle the complete process of change management as you clean up your org.
Join Salesforce admin expert Mike Gerholdt (aka ButtonClickAdmin) as he walks you through the top habits and best practices of successful Salesforce Admins. We’ll show you amazing hacks that will make you a more efficient Salesforce Admin, make your users more productive and drive success for you and your business.
Learn how to administer your Salesforce org from anywhere using the SalesforceA mobile app! Join us as we explore the newly redesigned SalesforceA and learn how to get system updates, reset password and/or edit users, freeze & unfreeze users, and even access the Answers community using this incredibly useful app created specifically for Salesforce Administrators.
Salesforce Data Tips, Tricks & Strategy (Dreamforce 15 Session)NetStronghold
Arm yourself with both a strategy & App Cloud tips and tricks to show to your organization the importance of avoiding bad data quality. Learn Platform features and handy tricks that will equip your org to enforce data quality. This presentation provides data quality strategy as well as implementation guidelines
We understand that complex enterprise organizations, for many reasons, are currently managing multiple orgs. With this, often comes a number of questions about how to best manage a multi-org environment.
Jax, FL Admin Group Presents: Spring '22 Release HighlightsMarc Lester
Join us to get some of the key highlights from the most recent Spring '22 Release that will impact and provide value to most Orgs.
Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce.
Some features in Spring ’22 affect all users immediately after the release goes live, which occurred on Feb 12th for most Orgs. Consider communicating these changes to your users so they understand the updates and know how to best take advantage of them.
Other features require direct action by an administrator before users can benefit from the new functionality.
Learn about some of each of these features and enhancements and which ones will benefit your organization the most.
One Stop Shop: Using Service Cloud for IT Management, Projects and MoreSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Mary Reiman, Butler University
Butler University, focused on swift innovation and growth, has required IT to reevaluate services and work prioritization. Like most IT shops, Butler has historically used several different applications to manage work, making it difficult to have a global view of projects and workload. Their vision is to bring all of these functions under the Salesforce umbrella to provide a seamless work experience.
In June 2016 Butler implemented the Salesforce Service Cloud, using cases to manage service requests and developing the knowledgebase for customer self service. This was followed by custom development and implementation of the Mission Control app.
Join this session to learn how by using Salesforce as a base platform and adding tools found in the AppExchange, they have developed a process for managing work across the department. Salesforce dashboards allow them to manage various workloads ? cases, operational and new projects, and the backlog list. The progress of individual projects and backlog statuses can also be shared with others across campus.
Salesforce delivers innovative experiences and vision to our customers every day. Learn from the Global Innovation Solutions team exactly how they build innovation into our process, product, and culture.
As an Admin, everyday we get requests from users, executives, and stakeholders about what they want you to do to make their jobs easier using Salesforce. It is our job to dig deeper into their request and figure out if what they say they want is actually what the business needs to succeed.
Salesforce Tour Breakout Session: New Features for Salesforce AdminsSalesforce Admins
Admins are the leaders who can guide their businesses to the future. Learn how to leverage the Lightning Experience and new features of Salesforce to drive innovation, tackle inefficiency and increase productivity.
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
Webinar: Cut that Clutter! Maintain a Clean Org and Improve ProductivitySalesforce Admins
If you have hundreds of custom fields on an object, 20+ installed packages and more page layouts than you know what to do with, it’s time to clean your org. #AwesomeAdmin Kelly Bentubo has done just that and will share what it takes to make your org the lean, mean, data-crushing machine you have always envisioned. In this session, we will walk you through identifying problem data types, migrating data, and how to handle the complete process of change management as you clean up your org.
Join Salesforce admin expert Mike Gerholdt (aka ButtonClickAdmin) as he walks you through the top habits and best practices of successful Salesforce Admins. We’ll show you amazing hacks that will make you a more efficient Salesforce Admin, make your users more productive and drive success for you and your business.
Learn how to administer your Salesforce org from anywhere using the SalesforceA mobile app! Join us as we explore the newly redesigned SalesforceA and learn how to get system updates, reset password and/or edit users, freeze & unfreeze users, and even access the Answers community using this incredibly useful app created specifically for Salesforce Administrators.
Salesforce Data Tips, Tricks & Strategy (Dreamforce 15 Session)NetStronghold
Arm yourself with both a strategy & App Cloud tips and tricks to show to your organization the importance of avoiding bad data quality. Learn Platform features and handy tricks that will equip your org to enforce data quality. This presentation provides data quality strategy as well as implementation guidelines
Marketing Effectively to Drive Adoption and Compliance Using Flow - Jeremiah ...Salesforce Admins
We actively market to our customers. How often do we think about marketing to our users? As Admins, it's important to keep the lines of communication open with internal customers. Join us as we show you how to use point-and-click development tools to foster internal relationships and drive adoption.
Join Salesforce admin expert Mike Gerholdt (aka ButtonClickAdmin) as he walks you through the top habits and best practices of successful Salesforce Admins. We?ll show you amazing hacks that will make you a more efficient Salesforce Admin, make your users more productive and drive success for you and your business.
Checkout the step-by-step instructions for each of our hacks here: http://www.slideshare.net/awesomeadmin/salesforce-admin-habits-hacks-handout-from-sfwt-nyc
De wereld is veranderd. Mensen en apparaten zijn meer met elkaar verbonden, zorg ervoor dat je klantenservice klaar is voor de toekomst met deze 16 tips.
Just do it - Nienke Bloem, Thought Leader Customer Centricity and Sven van Eg...Salesforce_Benelux
Sven en Nienke hebben beiden een rijk verleden aan zowel de klant- en bureau zijde. In 45 wervelde minuten delen ze zonder commerciële agenda hun
belangrijkste ervaringen in de wereld van klanten, marketing en data. Waarom? Om ervaringen te delen. Positief, uit de heup en in de roos.
Customer experience it is rocket science - Nienke Bloem, Thought Leader Custo...Salesforce_Benelux
Met gezond verstand kom je een heel eind als het gaat over de “Klant Centraal”. Toch krijgen weinig bedrijven het ECHT voor elkaar om een persoonlijke
klantervaring te verzorgen. Aan welke knoppen kan je draaien om de omnichannel customer experience MORGEN te verbeteren? Inspiratie, herkenbare
klantenservice voorbeelden en natuurlijk oplossingen hoe JIJ het verschil maakt. Want customer experience mag dan rocketscience zijn, het kan wel!”
TribeCX: Customer Experience: Today's Business BenchmarkSalesforce_Benelux
GREAT Customer Experience
Customer experience is “a blend of a company’s rational performance and the emo1ons evoked in all the interactions with the customer, across all touch points”
* Consistently great experiences don’t happen by chance
* They are the outcome of deliberately designed customer journeys
*..how do you engage the organization and
make Customer Experience work..?
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
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Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
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Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
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Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
1. Top Tips for Better End User
Adoption
Dreamforce To You Amsterdam, 29th October 2015
Nils Koop
Principal Success Manager
nkoop@salesforce.com
@NilsFKoop
2. Forward looking statement
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize
or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the
forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies
or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology
developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed
and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand,
retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history
reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could
affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly
report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC
Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and
may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are
currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
3. User Adoption is Critical for Success
Reasons for poor CRM Adoption
36%
41%
43%
44%
44%
46%
54%
65%
72%
82%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
IT Perspective not Integrated
Silos/No Horizontal Process View
No Organizational Change Plan
Scope Expansion / Uncertainty
Project Team Lacked Skills
Business Case not Compelling
Poor Project Management
Unrealistic Expectations
Inadequate Sponsorship
Resistance by Employees
Projects
Source: 2013 Deloitte Consulting and Benchmarking Partners
7. Keep the lines of communication open
What needs to be communicated?
• Why are we doing this?
• How do we get there?
• What’s in it for me?
How do we communicate?
• Power of peers
• Chatter
• Solicit ideas & feedback
Regular communication with all stakeholders
9. Develop processes and measurements
Define, document & communicate processes
End user focused & intuitive
Clearly defined & communicated metrics
• Our sales goal for the quarter is
$500K in closed business and we will
be tracking it on our sales dashboard
Dashboards & Reports
• Activities
• Pipeline
Define processes to support the overall vision
10. Measure Results to Provide Insights
Improve insights into how teams are performing
Calls to actions
Identify and model best practices of high
performers
Design Reports & Dashboards that ‘Ask
Questions’
Effective Leaders manage their team
meetings using Salesforce
Track Logins using Salesforce Adoption
Dashboard AppExchange Package
11. Maintain good data quality
Ensure you have a data integrity strategy
• Incent users to keep data clean
• Leverage data cleansing tools
Consider integration with other applications
• Backend applications
• ERP
• Homegrown
Limit the assignment of administrative rights
Enforce the strategy with dashboards
• Blank fields
• Out of date data
Data Quality guidelines
Remember, Garbage In -> Garbage Out
12. Create a Training Program
Training for new and current users
Support multiple roles and learning styles
What’s in it for me?
Measure the success of your training
• Quizzes, knowledge checks, user summarizations
• Post-training feedback
• Dashboard to measure business effectiveness
Leverage Salesforce resources
• Free and fee-based
• Web based training
• Trailhead!!!
Don’t
forget your
Admin!
16. Get information important
to me
The better the data &
history, the better the
sales rep I am
Trending of opportunities,
interests, patterns
Real-time leads sent to me
w/ notification
Integration with Outlook
Create reports &
dashboards to help
manage your day
Access it anywhere,
anytime with Salesforce1
No micromanaging
needed
You and your manager
can see the same data at
the same time, all in
Salesforce
Visibility Productivity Accountability & Process
“I have better visibility
into what’s relevant to
me”
“I can focus on selling” “If it’s not in
Salesforce, it doesn’t
exist”
Salesperson: What’s In It For Me?
“I need Salesforce to be successful”
17. Boost Productivity with Salesforce1
Customized for Every
Company & Employee
Your Custom Branding
Your Reports and Dashboards
Your Files
Your Events
Your Data Offline
Your Accounts & Communities
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Enterprise App
Employees &
Partners
Products
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Devices
World’s Largest Enterprise App Ecosystem
Canvas
CRM ERP/Financials HR 3rd Party
AppsBackofficePartner Apps
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19. Join the Conversation
Over 1,900,000 Members and growing!
Hear from our MVP’s, other customers
and salesforce resources!
Join your local User Group to collaborate
with other customers
Access resources, webinars, people, all
designed to help you achieve success!
To Join:
• Go to our Success Community
Directory
• Select the groups to join
• Use your salesforce credentials
Join your local
User Group
Next meetings:
• Netherlands
12th Nov
• Belgium
25th Nov
21. Create a Risk Severity Matrix
Work with your stakeholders, take each item from your gap analysis and
plot it on the risk severity matrix to assess overall impact.
How
many
people
use it?
5 Major Risk
4
3
Moderate
Risk
2
1 Minor Risk
1 2 3 4 5
How big a deal is it?
22. Conduct a Change Impact Assessment
<Client> Salesforce Implementation
Organizational Change Impact Tracker Impacted Role(s)
Category /
Process
Element
Change Description / Implications
Agent
Recruiter
Manager
Director
Anticipated
Degree of
Change
Stop, Start, Stay
Mitigation Plan / Proposed Approach to
Proactively Prepare Users for Change
Activity
Tracking
- Elimination of paper documentation for call metrics;
sales and recruiting calls and activities will be logged
real-time, directly within Salesforce
- This represents a significant change to process and
behavior for Recruiters that will require some
additional reinforcement to drive adoption. (Current
process is to complete calls, document w/ tally marks
on paper, then manually input data into the system at
the end of the day)
X X M
Stop: Documenting call
metrics on paper
Start: Logging calls real-
time, directly within
Salesforce
Stay: Continue to track
and report on daily
activities
- Incorporate "log a call" process into
hands-on training scenarios
- Provide Managers w/ talking points to
deliver during team huddles to proactively
communicate new expectations around
logging call metrics
- Develop quick reference guide and/or
short training video clip demonstrating
the “log a call” process. Highlight the
value of being able to track activity (input)
vs. performance (output)
• Review future-state Salesforce
functionality summarized by business
process / category
• Discuss and gather SME feedback on
how Salesforce functionality will change
current-state business processes, tools,
ways of working, etc.
Identify
the
anticipat
ed
magnitu
de of
change
Identify roles
that will be
affected by
identified
changes
What will users
stop doing, start
doing, and
continue doing
from a process
perspective?
Proposed action plan for
preparing users for the change
identified