The purpose of this document is to help guide and inform IT project teams to the correct integration platform for projects. Note that this is only a guide, as there can be multiple options based on the integration activities. Use the matrix in this document in conjunction with input from the Enterprise Architecture Review Board (EARB) to select the appropriate technology.
A dashboard is a collection of components that graphically displays your custom report data and gives you a snapshot of key metrics and performance indicators. Dashboards allow users to consume large amounts of information in a simple, easy to understand, graphical view. Research has shown that our brain can interpret graphical representations of data, such as graphs and charts, much more easily than large rows and columns of data.
One of the top reasons companies purchase Salesforce.com’s CRM Cloud is to derive clear quantitative metrics on their business. Reports in Salesforce are lists, summaries, and analyses of your data, which you can display on screen or print. They consist of a set of data that can be filtered, grouped, and displayed in a customizable graphical chart.
You might be surprised to learn how many companies start training their employees on salesforce.com without determining their long-term training strategy. Training is so crucial to user adoption. To increase adoption, you must be able to provide training to employees in a way that involves them intimately with your implementation strategy.
Change Management is the very necessary process that your company uses to ensure growth without chaos. With Salesforce, change could result from any number of things, such as: organizational changes, business process changes, adding or removing processes, modeling modifications, new Salesforce releases, introduction of new custom applications, or integrations. Whatever causes the need for change, the change must be managed through the process of change management. Your Salesforce Administrators need to identify, prioritize, assign, execute, and communicate change to your employees to ensure orderly success.
To consistently ensure high data quality, you need to create a data quality culture. The key to implementing a data quality culture is to focus on the right things at the right time. Initially, it’s all about user adoption. Over time you need to understand usage trends, adopt standards, and then train on common best practices.
Measuring user adoption is key to the success of your Salesforce implementation. Otherwise, how do you know if users are really getting the most from the Salesforce application? It is also a good indicator of the effectiveness of your Salesforce deployment and provides insight into how the application is being used.
Whether your company is small or large, I can’t stress the need for an executive sponsor enough. The executive sponsor is typically the person who takes the lead on a specific Salesforce initiative, such as the sales strategy, and is often the key beneficiary of the resulting ROI.
One feature that a lot of Salesforce users love to use is the Tracking HTML Email feature. It’s a powerful tool that can help sales and sales development professionals understand if they’re reaching their target audience effectively. Unfortunately, this simple tool can cause a lot of head scratching if not properly understood.