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Plan Your Kickoff

Kickoff Planning (Checklist). Create agendaReview topics with Project TeamCoordinate team participationAnticipate banana peelsPlan training exercisesSet follow-up meetings with Project Team. Kickoff Agenda (Sample). IntroductionDay in the Life of a salesforce.com UserGoals

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Plan Your Kickoff

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    1. Plan Your Kickoff salesforce.com

    2. Kickoff Planning (Checklist) Create agenda Review topics with Project Team Coordinate team participation Anticipate banana peels Plan training exercises Set follow-up meetings with Project Team

    3. Kickoff Agenda (Sample) Introduction Day in the Life of a salesforce.com User Goals & Metrics Help! Available Resources Training Exercises Q & A

    4. Introduction (Executive Sponsor) [Reasons Why We Selected salesforce.com] [Executive visibility into the pipeline] [One source of customer information] [Organize new prospect information] [Easy administration & set up]

    5. Day in the Life of a salesforce.com User (CRM Project Mgr., End User) [Sales] [Support] [Field Sales Rep]

    6. Goals & Metrics (Business Mgrs., Executive Sponsor) Benefits of New Processes [Less time spent prepping pipeline data for manager] [Deliver consistent pricing information to prospect] Short-term Expectations [Sales will track all deals in salesforce.com] [All new leads will be entered in salesforce.com] Long-term Expectations [Real-time access to historical sales reports]

    7. Help! Available Resources (Project Manager) Online Help Salesforce.com Training & Support [CRM Project Manager] [Your Manager]

    8. Training Exercises I (Project Manager, End Users)

    9. Training Exercises II (Project Manager, End Users)

    10. Training Exercises III (Project Manager, End Users)

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