A key success factor for any Salesforce CRM or sales force automation (SFA) project is making sure to plan out the project ahead of time.
Just like you wouldn’t build a house without a blueprint, you don’t want to start with Salesforce CRM without a plan. A plan will help you communicate with everyone, to do things in the right order, identify key resources, and know when you’re done.
As you plan and prepare to get Salesforce CRM up and running, complete the following steps (in order):
1.Build your team
2.Define and prioritize your goals
3.Define your process
4.Map your process to Salesforce CRM functionality
5.Define the fields you need
6.Define the reports you need
7.Train your administrator
8.Communicate with your users