Salesforce experts are here to help your business through Covid-19. Learn More.

We use cookies to make interactions with our websites and services easy and meaningful, to better understand how they are used and to tailor advertising. You can read more and make your cookie choices here. By continuing to use this site you are giving us your consent to do this.

Success with Sales Cloud

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Plan

Plan Your Implementation

In this video, you will learn how to:

Determine your key players and consider the type of implementation support you need.
Prioritize your business objectives and understand the ways to measure your success.
Determine the best way to gather feedback.

Overview

Watch this video series to help you plan your implementation. The first chapter will focus on two key topics:

Sharing guidance on choosing your key and supporting players
Discussing considerations when choosing your implementation path—you can take on the implementation project yourself or partner with a third party

We’ll also link you to a Salesforce CRM Getting Started Workbook that provides examples and helps you in documenting pain points, objectives, and more. We’ll also provide additional resources on helping you successfully implement using a partner engagement, as well as anything else that may help you.

Chapter two (the second video) will discuss ways to gather feedback to drive a successful implementation. We’ll also provide guidance on developing a communication plan to get the word out. Communication is one of the most important aspects of ensuring successful implementation because it helps drive adoption.

Chapter three (the third video) will help you identify and prioritize your business objectives and manage your success. Your company has purchased Salesforce to achieve a certain business purpose, so you’ll want to define that purpose, as well as how to measure and prove results. This means identifying pain points and capturing and prioritizing goals in a document. Once you’ve done this, you’ll want to create a plan to measure all of this. This helps you pinpoint what’s working well and identify areas in need of improvement.

Our final video, Chapter four, will demo the concepts we’ve discussed in the previous chapters. We’ll show you the Getting Started Workbook and how it helps you track important aspects of your project. We’ll also show you how to measure progress against your business goals. Finally, we’ll show you how to create a Chatter group to use for collaboration on your project.


Additional Resources

Resources from the Plan Your Implementation video.

DOWNLOAD NOW
PREMIER

Premier engagement to help setup Salesforce.

book now

Hands-on workbook to plan your implementation.

DOWNLOAD NOW

Use a Salesforce implementation partner.

Learn More

Interactive discussion on planning a successful launch.

Register Now
TAP TO SEE MORE RESOURCES See more arrow

Got Questions? Join our Trailblazer Community

JOIN NOW