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Improving your company's adoption of Salesforce
- 1. Improving your company’s adoption of Salesforce.com www.insightsquared.com/salesforce
- 2. Agenda • The Adoption Problem • 5 Steps to solving The Problem • Questions and Answers
- 3. Salesforce.com starts out very ...
- 4. ... vanilla http://www.flickr.com/p
- 6. You will tolerate this chaos, until you have a critical event that requires clean data
- 7. You have identified the problem Problem
- 8. Aligned Workflows and easy to understand Opportunities, leads and activities are the foundation.
- 9. Opportunities, leads and activities are the foundation.
- 10. Opportunities, leads and activities are the foundation.
- 11. Opportunities, leads and activities are the foundation. Task Types Event Types
- 13. Let’s talk about 5 steps to start solving the problem
- 14. 1. Validation of your opportunities
- 16. 2. Salesforce Adoption through Lead Management
- 18. 3. Driving adoption by activities
- 22. 5. Alerting
- 23. Setting up alerts ... ... leads to taking action
- 24. Great adoption means great reports: Opportunity Funnel
- 25. Great adoption means great reports: Opportunity Trends
- 26. Questions? Jason Coville VP of Sales Jason@insightsquared (617) 370-8156 http://www.insightsquared.com/salesforce
Editor's Notes
- Why is adoption important…
- Salesforce.com starts out very vanillaIs up to you as a customer to customizeEveryone is an adminNo common goal.There is no common goal and everyone is running in different directions
- Critical eventI start to care about adoption when the DQ sucks and it impacts something that NEEDS to happen.
- Critical eventI start to care about adoption when the DQ sucks and it impacts something that NEEDS to happen.
- You’ve found the turning point. You not only know the problem, but you are feeling the problem.People are far more likely to act to remedy a problem, once you’ve clearly identified it for them AND they’ve experienced pain associated to it first hand.Its time to use it every day.
- Critical event
- Critical event
- Critical event
- Critical event
- Checks and Balances“Its not DQ, its checks and balances”