Salesforce.com: Which individuals, teams or departments will be involved in Salesforce.com?

Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce.com Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce.com related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

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The Toolkit contains the following practical and powerful enablers with new and updated Salesforce.com specific requirements:

STEP 1: Get your bearings

Start with…

The latest quick edition of the Salesforce.com Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 619 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce.com improvements can be made.

Examples; 10 of the 619 standard requirements:

How will the group know that the solution worked?
What went well, what should change, what can improve?
How will you know that you have improved?
We picked a method, now what?
Which individuals, teams or departments will be involved in Salesforce.com?
What are the basics of Salesforce.com fraud?
Will it solve real problems?
What business benefits will Salesforce.com goals deliver if achieved?
Are the units of measure consistent?
How important is Salesforce.com to the user organizations mission?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

The workbook is the latest in-depth complete edition of the Salesforce.com book in PDF containing 619 requirements, which criteria correspond to the criteria in…

Your Salesforce.com self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

The Self-Assessment Excel Dashboard; with the Salesforce.com Self-Assessment and Scorecard you will develop a clear picture of which Salesforce.com areas need attention, which requirements you should focus on and who will be responsible for them:

Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
Gives you a professional Dashboard to guide and perform a thorough Salesforce.com Self-Assessment
Is secure: Ensures offline data protection of your Self-Assessment results
Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Salesforce.com projects with the 62 implementation resources:

62 step-by-step Salesforce.com Project Management Form Templates covering over 6000 Salesforce.com project requirements and success criteria:

Examples; 10 of the check box criteria:

Project Schedule: Did the final product meet or exceed user expectations?
Human Resource Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Salesforce.com project?
Procurement Audit: Were any additional works or deliveries admissible, without recourse to a new procurement procedure?
Human Resource Management Plan: Does the Resource Management Plan include a personnel development plan?
Quality Management Plan: Do trained quality assurance auditors conduct the audits as defined in the Quality Management Plan and scheduled by the Salesforce.com project manager?
Roles and Responsibilities: What should you do now to ensure that you are exceeding expectations and excelling in your current position?
Schedule Management Plan: Is the IMS used by all levels of management for Salesforce.com project implementation and control?
Executing Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
Activity Duration Estimates: Write a one- to two-page paper describing your dream team for this Salesforce.com project. What type of people would you want on your team?
Responsibility Assignment Matrix: All CWBS elements specified for external reporting?

Step-by-step and complete Salesforce.com Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Salesforce.com project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Salesforce.com project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Salesforce.com project Scope Statement
2.7 Assumption and Constraint Log
2.8 Work Breakdown Structure
2.9 WBS Dictionary
2.10 Schedule Management Plan
2.11 Activity List
2.12 Activity Attributes
2.13 Milestone List
2.14 Network Diagram
2.15 Activity Resource Requirements
2.16 Resource Breakdown Structure
2.17 Activity Duration Estimates
2.18 Duration Estimating Worksheet
2.19 Salesforce.com project Schedule
2.20 Cost Management Plan
2.21 Activity Cost Estimates
2.22 Cost Estimating Worksheet
2.23 Cost Baseline
2.24 Quality Management Plan
2.25 Quality Metrics
2.26 Process Improvement Plan
2.27 Responsibility Assignment Matrix
2.28 Roles and Responsibilities
2.29 Human Resource Management Plan
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Probability and Impact Assessment
2.34 Probability and Impact Matrix
2.35 Risk Data Sheet
2.36 Procurement Management Plan
2.37 Source Selection Criteria
2.38 Stakeholder Management Plan
2.39 Change Management Plan

3.0 Executing Process Group:

3.1 Team Member Status Report
3.2 Change Request
3.3 Change Log
3.4 Decision Log
3.5 Quality Audit
3.6 Team Directory
3.7 Team Operating Agreement
3.8 Team Performance Assessment
3.9 Team Member Performance Assessment
3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

4.1 Salesforce.com project Performance Report
4.2 Variance Analysis
4.3 Earned Value Status
4.4 Risk Audit
4.5 Contractor Status Report
4.6 Formal Acceptance

5.0 Closing Process Group:

5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Salesforce.com project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Salesforce.com project with this in-depth Salesforce.com Toolkit.

In using the Toolkit you will be better able to:

Diagnose Salesforce.com projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
Implement evidence-based best practice strategies aligned with overall goals
Integrate recent advances in Salesforce.com and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Salesforce.com investments work better.

This Salesforce.com All-Inclusive Toolkit enables You to be that person: