CRM01: Salesforce CRM and Business Intelligence

Training Session 5: Managing a Salesforce CRM Implementation Project

Presented by: Oyinua Fumudoh BanigoVersion 1.0

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Our Agenda for Day 5

Project Management Frameworks

Preparing for Success

Creating the user experience

Enabling the user experience with data

Deploying and Empowering your users

WAGILE

SaFE Agile

Decide on a suitable approach for your orgHow do you know which framework to use for Salesforce implementation?

Waterfall

AGILE

Scrum

Lean

Kanban

RUPDSDM

FDD

Crystal

Decide on a suitable approach for your orgHow do you know which approach to use for Salesforce Project Management?

5WAGILE ApproachManaging a Salesforce CRM Implementation Using WAGILE

  

6Factors to considerDeciding on how to manage a Salesforce implementation project

• Project Scenario• Agency or contractor bidding for a contract

• Internal team• Freelance consulting

• Company size• By staff strength• By customer base

• Implementation resource• Large teams• Few individuals

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Project Control CycleHow do you ensure that each stage of the project is well managed?

PLAN• Establish scope• Baseline timescales & budget• Understand risks

DO• Initiate work• Allocate resources

CHECK• Progress vs baseline• Quality control• Costs to date, cost forecast

ACT• Control changes• Plan corrective actions• Review emergent risks

9The Salesforce ApproachUse within Implement and Test Stage

• Determine who is involved and how to focus your journey

Step 1: Prepare for Success

• Adapt Salesforce to enable and improve your business processes

Step 2: Create the User Experience

• Import clean data and create valuable reports

Step 3: Enable the User Experience with Data

• Train, support, motivate, and engage your users by driving business outcomes

Step 4: Deploy and Empower your Users

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