Phase 3: Performance dashboards, business leader collaboration, processes embedded in salesforce.com
Who benefits from CRM Peak Performance?
Companies that find value in this program:
Experience low user adoption and frequent user complaints
Need to avoid adding new headcount to support salesforce.com
Perform significant manipulation of data in spreadsheets instead of automated reporting
Have changed processes, people, KPI goals, sales quotas, reporting and other, perhaps significantly, since the initial implementation of salesforce.com
Are staffed for data maintenance, not performance tuning
Cannot keep up with the need for salesforce.com configuration changes
Need to, but cannot take advantage of salesforce.com new feature upgrades
How does the program work?
CRM Evangelist has developed a flexible 10-point methodology for managing change in salesforce.com. Rooted in our experience with hundreds of implementations, but customized for your particular business, CPP delivers low-risk, constant, incremental improvements. Your CRM Evangelist will spend time with you and your team throughout the year to assess changing needs and update your salesforce.com instance. Together, we will ensure that salesforce.com continues to deliver the agility, productivity, and relevance you need.
What is the timeline? What are the deliverables?
Deliverables occur throughout the year and include:
Ongoing configuration updates to your salesforce.com installation
Report and dashboard creation
Data quality analysis and reporting
Business process analysis
User feedback monitoring and analysis
Custom analysis of the latest salesforce.com upgrades, AppExchange applications, and which ones enable progress on your business roadmap
“Tips and tricks” workshops addressing your users’ questions
And much more, based on your situation and our team of experts.