Salesforce adoption webinar slides 11 20 (updated images)

Improving your company’s adoption of Salesforce.com

www.insightsquared.com/salesforce

Agenda

• The Adoption Problem• 5 Steps to solving The Problem• Questions and Answers

Salesforce.com starts out very ...

... vanilla

http://www.flickr.com/photos/madaise/

You will tolerate this chaos, until you havea critical event that requires clean data

You have identified the problem

Problem

Aligned Workflows and easy to understand

Opportunities, leads and activities are thefoundation.


Task TypesEvent Types

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Let’s talk about 5 steps to startsolving the problem

1. Validation of your opportunities

2. Salesforce Adoption through Lead Management

3. Driving adoption by activities

4. Frequent, TransparentCommunication

5. Alerting

Setting up alerts ...

... leads to taking action

Great adoption means great reports:

Opportunity Funnel

Great adoption means great reports:

Opportunity Trends

Questions?

Jason CovilleVP of SalesJason@insightsquared(617) 370-8156

http://www.insightsquared.com/salesforce

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