Salesforce implementation best practices

Salesforce implementation best practi

1. It’s all about your mission.
www.cloud4good.com
Tal Frankfurt
Founder/CEO
[email protected]
@Cloud4Good
Salesforce
Implementation
Best Practices

2. Working with organizations to create and
implement strategic solutions based on cloud
technology.
 Salesforce.com
 Google Apps
It’s all about Your mission.www.cloud4good.com
Cloud for GoodCloud for Good

3. Cloud for GoodCloud for Good
It’s all about Your mission.www.cloud4good.com
Technology
Assessment
Cloud
Implementation
Discovery
.
Design
.
Customization
.
Integration
.
Testing
Data Migration
.
Training
.
Support

4. Sample ClientsSample Clients

5. 5 Star Consulting5 Star Consulting
It’s all about Your mission.www.cloud4good.com

6. Salesforce MVPSalesforce MVP
It’s all about Your mission.www.cloud4good.com
“The Salesforce MVP program recognizes exceptional individuals within the
Salesforce community for their leadership, knowledge, and ongoing
contributions.”

7. It’s all about Your mission.www.cloud4good.com
“I am not sure what we need,
but we need it ready ASAP
and we don’t have a budget for it yet.
So how much will you charge us?”

8. Do Your HomeworkDo Your Homework
It’s all about Your mission.www.cloud4good.com

9. Set Your Vision and GoalsSet Your Vision and Goals
It’s all about Your mission.www.cloud4good.com

10. Set Your Vision and GoalsSet Your Vision and Goals
It’s all about Your mission.www.cloud4good.com
Vision Examples:
•“Build and maintain long-term relationships with
valuable donors by creating personalized experiences
across all touch-points and by anticipating donor
needs and providing customized offers.”
•“Donor loyalty is our highest priority.”

11. Share Your Needs and ExpectationsShare Your Needs and Expectations
It’s all about Your mission.www.cloud4good.com
Pain Points Group Priority
Difficult to track programs'
graduates
Education
3
Unable to track volunteer
registration
Administration
1
Difficult to quantify why
donations are lost
Resource
Development
2

12. Share Your Needs and ExpectationsShare Your Needs and Expectations
It’s all about Your mission.www.cloud4good.com
•Describe and clarify your organization’s (or each
department’s) main goals for Salesforce
•Create use cases
•Prioritize your goals
•What new information needs to be tracked?
•List the top five reports you worry about getting right
•List the top five new reports you need to generate

13. Build Your TeamBuild Your Team
It’s all about Your mission.www.cloud4good.com

14. Build Your TeamBuild Your Team
It’s all about Your mission.www.cloud4good.com
•
xecutive Sponsor - Lends influence to the project by
becoming the champion. Sets the organization's vision
for the implementation.

15. Build Your TeamBuild Your Team
It’s all about Your mission.www.cloud4good.com
•Project Owner - Guides the project to successful
completion. Understands all business processes and
maps them to the Salesforce CRM implementation.
•Database Hero - Gets the application up and running
and manages it day to day - Tips.
•Power User – Serves as a liaison to
the users to ensure that the
design/customization meets daily
needs.

16. You Need a TimeframeYou Need a Timeframe
It’s all about Your mission.www.cloud4good.com

17. Know Your BudgetKnow Your Budget
It’s all about Your mission.www.cloud4good.com

18. Do You Need a Consultant?Do You Need a Consultant?
It’s all about Your mission.www.cloud4good.com

19. Do You Need a Consultant?Do You Need a Consultant?
It’s all about Your mission.www.cloud4good.com
“The quickest way to implement, customize, and extend
the functionality of your Salesforce instance is to use a
service or application partner from the
AppExchange. ”

20. Take Baby StepsTake Baby Steps
It’s all about Your mission.www.cloud4good.com

21. Technology should be adjusted to Technology should be adjusted to
meet your needs and not vice versameet your needs and not vice versa
It’s all about Your mission.www.cloud4good.com

22. Deliver Fast ResultsDeliver Fast Results
It’s all about Your mission.www.cloud4good.com

23. Change is Never EasyChange is Never Easy
It’s all about Your mission.www.cloud4good.com

24. Training is OngoingTraining is Ongoing
It’s all about Your mission.www.cloud4good.com

25. Questions?Questions?
[email protected]@cloud4good.com
@Cloud4Good@Cloud4Good
It’s all about Your mission.
www.cloud4good.com
www.Facebook.com/cloudforgood