Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce Service Cloud Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce Service Cloud related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Salesforce Service Cloud specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Salesforce Service Cloud Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 824 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce Service Cloud improvements can be made.
Examples; 10 of the 824 standard requirements:
- How do we keep the momentum going?
- Is there a small-scale pilot for proposed improvement(s)? What conclusions were drawn from the outcomes of a pilot?
- How do you use Salesforce Service Cloud data and information to support organizational decision making and innovation?
- What tools do you use once you have decided on a Salesforce Service Cloud strategy and more importantly how do you choose?
- Risk factors: what are the characteristics of Salesforce Service Cloud that make it risky?
- What baselines are required to be defined and managed?
- Has anyone else (internal or external to the group) attempted to solve this problem or a similar one before? If so, what knowledge can be leveraged from these previous efforts?
- Is there a recommended audit plan for routine surveillance inspections of Salesforce Service Clouds gains?
- What is it like to work for me?
- Where is our petri dish?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Salesforce Service Cloud book in PDF containing 824 requirements, which criteria correspond to the criteria in...
Your Salesforce Service Cloud self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Salesforce Service Cloud Self-Assessment and Scorecard you will develop a clear picture of which Salesforce Service Cloud areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Salesforce Service Cloud Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Salesforce Service Cloud projects with the 62 implementation resources:
- 62 step-by-step Salesforce Service Cloud Project Management Form Templates covering over 6000 Salesforce Service Cloud project requirements and success criteria:
Examples; 10 of the check box criteria:
- Change Request: How does a team identify the discrete elements of a configuration?
- Probability and Impact Assessment: Will there be an increase in the political conservatism?
- Responsibility Assignment Matrix: Does the contractor use objective results, design reviews, and tests to trace schedule?
- Planning Process Group: Are there efficient coordination mechanisms to avoid overloading the counterparts, participating stakeholders?
- Lessons Learned: If you had to do this Salesforce Service Cloud project again, what is the one thing that you would change (related to process, not to technical solutions)?
- Activity Duration Estimates: Is the cost performance monitored to identify variances from the plan?
- Roles and Responsibilities: Authority: What areas/Salesforce Service Cloud projects in your work do you have the authority to decide upon and act on those decisions?
- Risk Audit: Is the customer technically sophisticated in the product area?
- Stakeholder Analysis Matrix: Do recommendations include actions to address any differential distribution of impacts?
- Human Resource Management Plan: Is the Salesforce Service Cloud project schedule available for all Salesforce Service Cloud project team members to review?
Step-by-step and complete Salesforce Service Cloud Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Salesforce Service Cloud project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Salesforce Service Cloud project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Salesforce Service Cloud project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Salesforce Service Cloud project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Salesforce Service Cloud project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Salesforce Service Cloud project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Salesforce Service Cloud project with this in-depth Salesforce Service Cloud Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Salesforce Service Cloud projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Salesforce Service Cloud and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Salesforce Service Cloud investments work better.
This Salesforce Service Cloud All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.