SALESFORCE END-TO-END IMPLEMENTATION HANDBOOK a practitioner's guide for setting up programs and projects to deliver superior business outcomes /

Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs Key Features Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples Discover common issues and strategies for mitiga...

Descripción completa

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Jørgensen, Kristian Margaryan (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: [S.l.] : PACKT PUBLISHING LIMITED, 2023.
Edición:1st edition.
Temas:
Salesforce (Online service)
Sales management.
Customer relations > Management.
Salesforce (Serveur)
Ventes > Gestion.
Customer relations > Management
Sales management
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)
Tabla de Contenidos:
  • Cover
  • Title Page
  • Copyright and Credits
  • Contributors
  • Table of Contents
  • Preface
  • Part 1: The Pre-Development Phase
  • Chapter 1: Creating a Vision for Your Salesforce Project
  • Introducing the life cycle of Salesforce implementations
  • An overview of the pre-development phase of your Salesforce project
  • Key milestones of the pre-development phase
  • Activities in the pre-development phase
  • Introducing the Salesforce taskforce
  • Duration of the pre-development phase
  • Understanding your company's imperative for change
  • Introducing our scenario company
  • Packt Manufacturing Equipment (PME)
  • Your company's environment, situation, and challenges
  • Introducing the basics of strategy analysis
  • Summarizing your company's strategic situation
  • Defining the vision for your Salesforce project
  • Why now?
  • Creating a vision for your Salesforce project
  • Iterating in the pre-development phase
  • Summary
  • Chapter 2: Defining the Nature of Your Salesforce Project
  • Defining the capabilities to be supported by your Salesforce solution
  • Understanding business capabilities
  • Determining your high-level business processes
  • Determining the required technical enablers to support the identified business capabilities
  • Summarizing the capabilities to be supported by your Salesforce solution
  • Determining the high-level technical scope of your Salesforce solution
  • The high-level technical scope
  • Iterating in the pre-development phase
  • Summary
  • Chapter 3: Determining How to Deliver Your Salesforce Project
  • Choosing your delivery methodology
  • Enterprise projects
  • Common terminology used in Salesforce projects
  • Understanding delivery methodologies
  • Project phasing approaches
  • Determining your change management strategy
  • Introducing change management
  • Degrees of change in Salesforce projects
  • Identifying stakeholders impacted by change
  • Timing your change management activities by Salesforce project phase
  • Using a change management framework
  • Envisioning your Salesforce Center of Excellence
  • Understanding the purpose of a Salesforce Center of Excellence
  • Drafting the charter for your Salesforce CoE
  • Determining the structure and responsibilities of your Salesforce CoE
  • Creating a roadmap for your Salesforce program
  • Iterating in the pre-development phase
  • Summary
  • Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners
  • Creating a business case to secure funding
  • Determining KPIs and targets for your required business capabilities
  • Creating the business case for your Salesforce project
  • Presenting your Salesforce project business case
  • Engaging with Salesforce and implementation partners
  • Engaging with Salesforce
  • Engaging with implementation partners
  • Iterating in the pre-development phase
  • Summary

Ejemplares similares