Allen Lovett, SVP North American Sales Lucid LLC: How can CRMs best deliver ROI?

The $ TRILLION problem

The $ TRILLION problem

Sean Ouimette, Salesforce Practice Leader at Mastersolve: Why Have a Center of Excellence?

Sean Ouimette, Salesforce Practice Leader at Mastersolve, 20x Salesforce Certified and Center of Excellence expert, explains the benefits of having a COE. These include clarifying policy and strategy, improving creativity, and identifying organization bottlenecks. He talks about how a COE is a communication vehicle, and way to clarify process. Steps to creating a COE include getting buy-in, engaging all users, mapping applications to goals and analyzing effectiveness of technology architecture.

Jeff Susich, Salesforce Consultant: Lessons from 200+ Implementations

Jeff Susich, Salesforce Consultant and trainer, shares the lessons from completing over 200 Salesforce implementations. Key lessons for creating and maintaining an outstanding Org are 1. Get senior buy in 2. Don't over complicate it 3. Do great training 4. Ask users the right questions, such as "What do you want Salesforce to do for you?". He also gives great practical tips for Org design.

Matt Blocha, Salesforce Consultant:Best Practices for an Outstanding Org

Matt Blocha, Salesforce Consultant and trainer, shares his vast experience of Salesforce implementations and consulting projects to recommend a range of best practices for creating your own outstanding org.

Best practices:

1. Documentation and config knowledge
2. Have well-qualified Admin/Org owner/Architect
3. Have a center of excellence
4. Have a steering committee for implementations
5. Ensure leadership buy-in
6. Delete things in Org that are unused
7. Do great training
8. Exploit the platform as much as possible. Put everything you can into Salesforce
9. Have consistent naming conventions
10. Use all possible Salesforce tools
11. Utilize a sandbox
12. Use expert consultants
13. Do great testing