![]() Salesforce IoT Cloud Salesforce Products: 1. Let’s dive deep and discuss each Salesforce product and its significant capabilities.īefore we delve in depth into the features and benefits of these Salesforce products, let’s have a high-level overview on what these clouds represent.ġ0. Today, some of the best Salesforce products widely used by businesses are Salesforce Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot, Revenue Cloud, and Nonprofit Cloud.ĭemandBlue being a Salesforce certified partner for decades, understands the importance and role that each Salesforce product plays in transfiguring your business value. ![]() With each Salesforce product specifically designed to serve its purpose, it’s easier for businesses to choose the ones that solve their unique requirements and technology bottlenecks. The topical outline included in the Playbook gives you the key topics to discuss for each of the areas such as Account and Contact Management, Lead Management, Opportunity Management, Campaign Management and Territory Management.Salesforce is a top-rated CRM that offers businesses a diverse range of products to enhance their business model and operations. Ask better questions: Going into the project prepared and with a good overview of the process, you’ll be able to ask better questions during workshops, allowing you to work more effectively with your internal team and your implementation partner.Making sure you’ve covered every step: Have you thought about all the steps necessary to get through the implementation without major problems and ensure a smooth go-live? Use the Playbook as your baseline to ensure you’ve not missed anything which will bite you later.Instead of building a project plan from scratch, you simply use the included project plan and adjust it to your specific project, which will save you lots of time! Getting started and building your roadmap: One of the hardest things in projects like these is - surprise, surprise - getting started: Setting up the project, building a schedule, involving the right people, the kick-off etc.Add any steps specific to your organization here, whether it is communication, decommissioning of your legacy system or anything else. Post Go-Live: The schedule includes the typical post-go live steps such as support and handover to support/operations.Activities include the preparation of a communication to organization but also migration activities. Go-Live preparation: This implementation schedule covers the key steps for preparing the actual go-live several weeks before the “big date”.Do not underestimate the training effort, and try to plan training related activities such as preparing documentation as well as training sessions early in advance. Training: Switching to a cloud-based CRM solution like Salesforce can be quite a change (and challenge) for your end-users.The importance of careful testing is also reflected in this implementation schedule, and the schedule foresees at least two rounds of user acceptance testing (UAT) as well as data migration tests. User Acceptance Testing: The greater the testing effort, the less you have to worry about go-live and post-go-live issues.Data migration: This workstream covers all migration-related activities, such as the preparation of scripts, data cleansing and the actual migration into Salesforce.The build phase follows the agile methodology, where features (such as Accounts management, Leads, Contact management and Campaigns) are rolled out across several sprints. Key users/end users should be engaged continuously throughout this period, because the implemented processes and features need to be tested and refined. Requirements and user stories serve as input for this activity, which is carried out by the technical team. Salesforce Technical Buildup: In this phase, the Salesforce implementation partner performs the technical customization and preparation of your Salesforce instance.Legal and compliance requirements for customer data management should also be looked at in this phase. In this phase, we also define the migration approach with respect to the specific source system that is used. User stories are informal descriptions of transactions and steps carried out by an end user. Requirements and design: This phase covers the gathering of requirements via workshops and the development of user stories for all common usage scenarios.Project initiation closes with the project kickoff meeting. Project initiation: General steps for setting up your project, including establishing a project organization, developing the schedule, risk assessment and other activities.Activities are broken down into the following phases:
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