1313 Live team will work with client and provide information around how to prepare for your implementation, how to accomplish key tasks required for basic setup, how to engage users, and ways to extend your deployment.

One of the best investments you can make in your CRM success is to have a clear plan. Just as you wouldn’t build a house without a blueprint, you don’t want to start using Salesforce CRM without a plan. A plan will help you to communicate with everyone, to do things in the right order, identify key resources, and keep a clear end date in mind. As you plan and prepare to get Salesforce CRM up and running, we will help you to plan and develop the following:

  • Define your company’s vision
  • Define and prioritize your goals
  • Develop your rollout plan
  • Define key aspects of your process and diagram the process flow
  • Map your process to Salesforce CRM functionality
  • Decide which reports you need
  • Train your administrator
  • Communicate with your end users

Begin tracking customer issues by on boarding the customer service team and using cases. Launch forecasting to the sales team.

Here are the steps to a successful implementation:

  • 1. Plan and prepare
  • 2. Set up and customize
  • 3. Deploy Salesforce CRM
  • 4. Drive adoption
  • 5. Continuously improve

Understand Key Salesforce CRM Terminology

Leads – A lead is any person that may be interested in your products or services; for example, someone you met at a conference or who filled out a form on your website is a lead. If a rep qualifies a lead and decides to pursue it, the lead is “converted,” which automatically transforms it into three objects: an account, a contact, and an opportunity.

Accounts – An account is an organization, individual, or company that you want to track in Salesforce CRM. An account can include customers, competitors, partners, or any other entities that make sense for your business. An account record contains—or connects to—all information about your interactions with the company, such as in progress and completed opportunities, your points of contact, and records of past interactions.

Contacts – The contact object stores information about people who work at the companies represented by the account object. A contact record contains all relevant information about the person, such as phone numbers, titles, and role in a deal, and much more. With contacts, you can capture all the personal information you need to develop the relationships that are so important in sales. When a sales rep converts a lead, the information in the lead is automatically transferred to the contact. As your engagement with the company widens and your reps meet more people, they can keep creating additional contacts associated with the corresponding account.

Opportunities – The opportunity object contains the information for every deal you’re tracking, such as deal size and expected close date. The opportunity object is at the core of your sales process. By adding an opportunity, you build a “pipeline” you can use for forecasting.

Activities –
Activities consist of the tasks, events, calls, and emails that make it possible to track every customer interaction.

Process Overview

The goal of this step is to come up with a visual overview of your processes. Here’s an example of a sales process: