Success with Salesforce eBook

Understand what is important in the implementation process, and how to avoid common pitfalls.

How do you successfully implement salesforce? The answer to this question may vary depending on who you ask, but we have written this book to share the best practices uncovered from our own experiences helping clients with implementation. Use this document as a jumping-off-point when newly implementing Salesforce in your organization, and feel free share this with your team. We hope that it helps you decipher the complications of implementing and running Salesforce—but don't hesitate to contact us with questions, we're always here to help.

 

The 10-page ebook is broken up into 7 "chapters": 

  • Chapter 1: Getting Started
  • Chapter 2: Understand Your Purpose
  • Chapter 3: Define Your Users
  • Chapter 4: Import Your Data
  • Chapter 5: Using Salesforce's Built-In Tools
  • Chapter 6: Leveraging Third Party apps
  • Chapter 7: Org Health and Data Management

Download your eBook today.