Preparing for Success

• Give your senior management the tools and information they need to drive the project and actively use salesforce crm

• Plan for a dedicated partner or skilled technical resource to implement salesforce

• Dedicate time/budget for training for your designated System Administrator

• Join the user community

• Extend your application and focus on user adoption by creating a training plan

position your organization for

#S

UC

CES

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1. Decide on your implementation strategy

• Find a consulting partner on the AppExchange

• Get a Quickstart

• Implement in-house with staff that have dedicated time to learn and customize salesforce

2. Develop your training plan(s)

• Develop a training strategy

• Develop your curriculum

• Deploy and deliver your training

* Your strategy might include hiring a consultant to provide training, accessing salesforce.com training or upgrading to Premiere Support to have access to the full salesforce e-training library.

3. Join the Community

• Join a local user group

• Join the Answers Community

• Join the NPSP Google Group

• Join the HE Chatter Group

• Follow the Foundation social channels

4. Extend your Application• Enable Mobile Lite (or purchase Full Mobile)

• Develop Chatter best practices for your org

• Set up the Outlook integration or email to salesforce or get an App from the AppExchange for email/calendar integration

• Find other helpful Apps on the AppExchange for things like bulk HTML e-mail, printed mail merges, data cleansing, and de-duping, and payment processing

5. Focus on Adoption

• Develop a long-term adoption strategy

• Install the free Adoption Dashboards App available on the AppExchange to help you measure and monitor adoption

• Make adoption fun and rewarding

• Use Chatter to further adoption and collaboration

Thank you!