New to Salesforce?
If you are implementing on your own, here are a few steps to help your organization get started with salesforce.com. You can also engage the services of a consulting partner to help you implement. Need help finding a partner?
11 Steps to Salesforce Success
1. Get Ready
• Prepare your organization for success by completing our Getting Ready Playbook:
- Clarify the Why: Why it’s important to understand your end game
- Understand What You’re Getting Into: Four key expectation areas and success factors
- Get Expert Help: Save yourself headaches and get good guidance
- Plan for Change/Focus on Adoption: Key ingredients for strong user adoption
- Focus on Your Data: Starting with strong data and staying vigilant about it
- Make Some Key Initial Decisions: Avoiding confusion from some early decisions you may face
- Start with the Basics: Laying a solid foundation and building in phases
- Invest in Your Own Expertise: Why you need to prioritize training, learning, and support
- Iterate: Why your system must continuously evolve along with you
- Let the Data Make You Smarter: Back to the ‘why’ — how strong investment in your CRM can increase your impact
2. Take Training
• Overview of your success resources
• Login to your salesforce ORG and click the Help & Training link to open the Help & Training portal. Then click the links below to access this series of free Getting Started e-learning modules from salesforce.com:
- Getting Started: Administering Salesforce
- Getting Started with Managing Data
- Getting Started: Administering the Nonprofit Starter Pack
- Getting Started with Reports & Dashboards
- Getting a Head Start with Chatter
3. Structure Salesforce for the way your organization works
• Understand how to control access and visibility
4. Make Salesforce work for your specific needs
• Customize and add fields, objects, and define page layouts so that users can get the data they need.
5. Get your records ready for Salesforce users
• Add your existing contacts and organizations and other data to Salesforce so that your end users can see the value of Salesforce as soon as they login.
• Data importing video overview playlist from salesforce.com
• Import data into the Nonprofit Starter Pack
6. Bring the rest of your organization on board
• Adding and managing users
7. Get set to track your impact
• Set up reports and dashboards to measure your impact in real time.
8. Socialize your team and work smarter
• Set up Chatter and use it to communicate and collaborate.
9. Make it easy to work with Outlook or other email integrations
• Set up Salesforce for Outlook so users can seamlessly sync their work and records in both systems.
• Or use an App from the AppExchange to connect Gmail or other email programs to Salesforce.
11. Join the Salesforce Community
• Get an answer or find resources in the Power of Us Hub
• Attend a nonprofit user group meeting
• Sign into the Power of Us Hub and join the higher education Chatter group