Review the 7 Domains of Success for both Strategy and Roadmap to identify best practices and how to achieve them. Create and publish a firm 6 month roadmap and softer 12-18 month list of features / integrations to deploy including the title, short description, priority, business owner, Admin team owner, dev/testing/training/deployment dates, etc. As you begin to define and formalize key business goals and KPIs, it is important to map them to Salesforce capabilities and an implementation timeline. Hence, the overall roadmap should be reassessed and updated as these business goals/KPIs are defined.
To help drive the success, growth, and adoption of Salesforce, consider naming a sole Salesforce sponsor and owner who can be the single point of escalation and decision making, who will advocate for the growth of the platform and resources. This individual can champion Salesforce in the enterprise roadmap and enforce adoption.
Here are five small actions that you and other leaders in your company can take to help drive adoption:
Program Governance is an important element in ensuring the success of a Salesforce program. A good program will include:
It is ideal to have at least one certified Salesforce Admin to direct and oversee partners and ensure configuration changes are done optimally. Encourage some one to obtain certification(s) and budget time for this. Certification ensures that resources and consultants are current with Salesforce capabilities, as well as with changes with each Salesforce release. Verify certification for consultants or partners.
Leverage free Trailhead modules, paid in-class Salesforce University courses or the free online courses available through Premier Success.
Premier and Premier Plus Success provides a valuable added resource to support your Salesforce teams. As you move forward with your Salesforce program, consider how these added resources could help you be more successful:
Leverage as many of the Premier offerings as you can, including Premier+ Admin Services and Developer Support. For training end-users, adapt Salesforce University training materials for your users to save you time and/or use Trailhead for training users!
Coordinate with IT to review the Security Best Practices & Workbook to ensure the right settings are configured. As a Salesforce best practice, it is important to implement security safeguards such as Single Sign On (SSO). Salesforce also recommends:
Review the Salesforce SSO documentation when you are at a point of moving from Salesforce Authentication to an SSO solution.
Following is guidance on 360 degree view on your Sales Cycle.
Read more about Campaign Influence and Campaign Hierarchies and determine if grouping campaigns in hierarchies is beneficial. Track Campaign ROI in Salesforce.
Review Pardot and Salesforce Campaign Best Practices Guides and leverage recommendations.
Good articles for KPIs:
From an Analytics perspective, here are key recommendations:
Attend the Circle of Success on Engaging More with Communities. Leverage a partner who specializes in Community Implementations for driving your project and instilling best practices and recommendations on when to customize vs. when to use templates. Understand pros/cons of using Salesforce templates. Ensure that your partner explores all content types and any access restrictions which need to be in place. Consider using Private Chatter groups in Community for any content which cannot be shared with the entire community audience. If you use a templated community approach, obtain additional Community components from the AppExchange and the Success Community’s Component Building Group.
Build content in standard Salesforce objects which are typical in communities (objects beyond just cases). Consider starting a Knowledge Base, creating Knowledge articles which can initially be used by Support Reps when responding to cases, and which can then be exposed in a Salesforce Community for customer self-service.
To drive usage and adoption, please consider the following recommendations: