Preparation Overview
One of the best investments you can make in your Salesforce 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 with Salesforce CRM without a plan. A plan will help you to communicate with everyone, do things in the right order, identify key resources, and keep a clear end date in everyone’s mind.
The following topics are relevant to project preparation:
- Picking your project team
- Administrator qualities and training
- Your vision and goals
- Business process definition and mapping
- Reports
- User notification
- You can use the worksheets in the MySalesforce Workbook to come up with and document your decisions for these topics. Download the document and treat it as a work in progress that you return to as you complete your implementation.
