It's all about your mission.
Tal Frankfurt Founder/CEO [email protected] @Cloud4Good
Salesforce Implementation Best Practices
It’s all about your mission. www.cloud4good.com
Cloud for Good 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 Good Cloud Implementation
Technology Assessment
Discovery
.
Design . Customization . Integration . Testing Data Migration . Training . Support
It’s all about Your mission.
www.cloud4good.com
Sample Clients
5 Star Consulting
It’s all about Your mission.
www.cloud4good.com
Salesforce MVP
“The Salesforce MVP program recognizes exceptional individuals within the Salesforce community for their leadership, knowledge, and ongoing contributions.” www.cloud4good.com It’s all about Your mission.
“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?”
It’s all about Your mission.
www.cloud4good.com
Do Your Homework
It’s all about Your mission.
www.cloud4good.com
Set Your Vision and Goals
It’s all about Your mission.
www.cloud4good.com
Set Your Vision and Goals 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.”
It’s all about Your mission.
www.cloud4good.com
Share Your Needs and Expectations Pain Points Difficult to track programs' graduates
Group Education
Unable to track volunteer registration
Administration
Difficult to quantify why donations are lost
Resource Development
Priority 3 1
2
It’s all about Your mission.
www.cloud4good.com
Share Your Needs and Expectations • 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
It’s all about Your mission.
www.cloud4good.com
Build Your Team
It’s all about Your mission.
www.cloud4good.com
Build Your Team • Executive Sponsor - Lends influence to the project by becoming the champion. Sets the organization's vision for the implementation.
It’s all about Your mission.
www.cloud4good.com
Build Your Team • 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.
It’s all about Your mission.
www.cloud4good.com
You Need a Timeframe
It’s all about Your mission.
www.cloud4good.com
Know Your Budget
It’s all about Your mission.
www.cloud4good.com
Do You Need a Consultant?
It’s all about Your mission.
www.cloud4good.com
Do You Need a Consultant? “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. ”
It’s all about Your mission.
www.cloud4good.com
Take Baby Steps
It’s all about Your mission.
www.cloud4good.com
Technology should be adjusted to meet your needs and not vice versa
It’s all about Your mission.
www.cloud4good.com
Deliver Fast Results
It’s all about Your mission.
www.cloud4good.com
Change is Never Easy
It’s all about Your mission.
www.cloud4good.com
Training is Ongoing
It’s all about Your mission.
www.cloud4good.com
Questions? [email protected] @Cloud4Good
It’s all about Your mission. www.cloud4good.com www.Facebook.com/cloudforgood
Salesforce Implementation Best Practices
It’s all about your mission. www.cloud4good.com
Cloud for Good 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 Good Cloud Implementation
Technology Assessment
Discovery
.
Design . Customization . Integration . Testing Data Migration . Training . Support
It’s all about Your mission.
www.cloud4good.com
Sample Clients
5 Star Consulting
It’s all about Your mission.
www.cloud4good.com
Salesforce MVP
“The Salesforce MVP program recognizes exceptional individuals within the Salesforce community for their leadership, knowledge, and ongoing contributions.” www.cloud4good.com It’s all about Your mission.
“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?”
It’s all about Your mission.
www.cloud4good.com
Do Your Homework
It’s all about Your mission.
www.cloud4good.com
Set Your Vision and Goals
It’s all about Your mission.
www.cloud4good.com
Set Your Vision and Goals 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.”
It’s all about Your mission.
www.cloud4good.com
Share Your Needs and Expectations Pain Points Difficult to track programs' graduates
Group Education
Unable to track volunteer registration
Administration
Difficult to quantify why donations are lost
Resource Development
Priority 3 1
2
It’s all about Your mission.
www.cloud4good.com
Share Your Needs and Expectations • 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
It’s all about Your mission.
www.cloud4good.com
Build Your Team
It’s all about Your mission.
www.cloud4good.com
Build Your Team • Executive Sponsor - Lends influence to the project by becoming the champion. Sets the organization's vision for the implementation.
It’s all about Your mission.
www.cloud4good.com
Build Your Team • 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.
It’s all about Your mission.
www.cloud4good.com
You Need a Timeframe
It’s all about Your mission.
www.cloud4good.com
Know Your Budget
It’s all about Your mission.
www.cloud4good.com
Do You Need a Consultant?
It’s all about Your mission.
www.cloud4good.com
Do You Need a Consultant? “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. ”
It’s all about Your mission.
www.cloud4good.com
Take Baby Steps
It’s all about Your mission.
www.cloud4good.com
Technology should be adjusted to meet your needs and not vice versa
It’s all about Your mission.
www.cloud4good.com
Deliver Fast Results
It’s all about Your mission.
www.cloud4good.com
Change is Never Easy
It’s all about Your mission.
www.cloud4good.com
Training is Ongoing
It’s all about Your mission.
www.cloud4good.com
Questions? [email protected] @Cloud4Good
It’s all about Your mission. www.cloud4good.com www.Facebook.com/cloudforgood
