Crm01 day 5 - salesforce crm and business intelligence training v0.1
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Transcript of Crm01 day 5 - salesforce crm and business intelligence training v0.1
CRM01: Salesforce CRM and Business Intelligence
Training Session 5: Managing a Salesforce CRM Implementation Project
Presented by: Oyinua Fumudoh BanigoVersion 1.0
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Our Agenda for Day 5
Project Management Frameworks
Preparing for Success
Creating the user experience
Enabling the user experience with data
Deploying and Empowering your users
WAGILE
SaFE Agile
Decide on a suitable approach for your orgHow do you know which framework to use for Salesforce implementation?
Waterfall
AGILE
Scrum
Lean
Kanban
RUPDSDM
FDD
Crystal
Decide on a suitable approach for your orgHow do you know which approach to use for Salesforce Project Management?
5WAGILE ApproachManaging a Salesforce CRM Implementation Using WAGILE
6Factors to considerDeciding on how to manage a Salesforce implementation project
• Project Scenario• Agency or contractor bidding for a contract
• Internal team• Freelance consulting
• Company size• By staff strength• By customer base
• Implementation resource• Large teams• Few individuals
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Project Control CycleHow do you ensure that each stage of the project is well managed?
PLAN• Establish scope• Baseline timescales & budget• Understand risks
DO• Initiate work• Allocate resources
CHECK• Progress vs baseline• Quality control• Costs to date, cost forecast
ACT• Control changes• Plan corrective actions• Review emergent risks
9The Salesforce ApproachUse within Implement and Test Stage
• Determine who is involved and how to focus your journey
Step 1: Prepare for Success
• Adapt Salesforce to enable and improve your business processes
Step 2: Create the User Experience
• Import clean data and create valuable reports
Step 3: Enable the User Experience with Data
• Train, support, motivate, and engage your users by driving business outcomes
Step 4: Deploy and Empower your Users
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