Here are the notes from the last meeting held at the Institute of Directors on 26 June
I'm looking for more feedback on tracks 2 and 3, so please feel free to post your comments
Track 1: Managing stakeholder expectations of your salesforce.com Programme:
- Identify the key stakeholders
- Recognize their needs and tailor the approach accordingly
- Develop a process of receiving feedback and prioritize which modifications will make the strongest impact on the business
- Develop a benchmark to begin monitoring the effectiveness of your efforts to quantify the value being received.
- Communicate. Identify common goals, especially with global rollouts, so the team stays on pace with the objectives.
- Relay back progress to stakeholders by documenting the projects and benefits being received by sfdc.
- Leverage the case functionality in salesforce.com to track end user requests.
- Develop and document the project plan and include the business benefit.
- Ideas for communicating change or obtaining feedback from your user community:
- Leverage banners on the homepage
- Provide incentives, like a working lunch, to present a new process or object in salesforce.com.
Track 2: Finding & Selling to the Business the Right functionality to meet your business needs
- Start by function: Sales, Marketing, Support
- Keep on refining the process
- Keep it simple – avoid over-engineering
Track 3: Providing executives with the information they need to champion the programme.
- Visibility
- Activity tracking
- Business Intelligence – opportunity tracking, forecasting, marketing
- Metrics
- Ensure goals are aligned to key performance indicators.