Salesforce CRM Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce CRM Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce CRM 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 CRM specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Salesforce CRM 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 999 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 CRM improvements can be made.

Examples; 10 of the 999 standard requirements:


1. Do the employees, mainly the ones who work directly with customers, have the necessary information to improve customer relationship?
   
   

2. Which tradition do you have to adopt if as well is as it is necessary to fall under traditions of ideological cleavage?
   
   

3. Do the employees understand that the task of registering data about relationships with customers adds value to job?
   
   

4. Has there previously been a vendor providing Salesforce related implementation services for your organization?
   
   

5. Will all contacts in contact builder be restricted to just the data available in the business unit?
   
   

6. Are causal measurement models better than correlated or non causal ones at finding useful patterns?
   
   

7. How well does the service provider engage clients and develop client communities around Salesforce?
   
   

8. What about calculations for what the entire program and its line items are going to cost all told?
   
   

9. How effectively were issues able to be resolved without impacting the Project Schedule or Budget?
   
   

10. How do you effectively interact with the new digital consumer across different digital channels?
    
    


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 CRM book in PDF containing 999 requirements, which criteria correspond to the criteria in...


Your Salesforce CRM 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 CRM Self-Assessment and Scorecard you will develop a clear picture of which Salesforce CRM 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 CRM 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 CRM projects with the 62 implementation resources:


• 62 step-by-step Salesforce CRM Project Management Form Templates covering over 1500 Salesforce CRM project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Schedule Management Plan: Are there any activities or deliverables being added or gold-plated that could be dropped or scaled back without falling short of the original requirement?
   
   

2. Project Scope Statement: Was planning completed before the Salesforce CRM project was initiated?
   
   

3. Initiating Process Group: Just how important is your work to the overall success of the Salesforce CRM project?
   
   

4. Procurement Management Plan: Have lessons learned been conducted after each Salesforce CRM project release?
   
   

5. Human Resource Management Plan: Are trade-offs between accepting the risk and mitigating the risk identified?
   
   

6. Responsibility Assignment Matrix: Contemplated overhead expenditure for each period based on the best information currently available?
   
   

7. Quality Management Plan: What is your organizations strategic planning process?
   
   

8. Schedule Management Plan: Are all attributes of the activities defined, including risk and uncertainty?
   
   

9. Human Resource Management Plan: What areas does the group agree are the biggest success on the Salesforce CRM project?
   
   

10. Risk Audit: Should additional substantive testing be conducted because of the risk audit results?


 
Step-by-step and complete Salesforce CRM Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Salesforce CRM project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Salesforce CRM 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 CRM 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 CRM 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 CRM 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 CRM project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Salesforce CRM project with this in-depth Salesforce CRM Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Salesforce CRM 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 CRM 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 CRM investments work better.

This Salesforce CRM 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.