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DOI: Implementing the Salesforce Enablement Playbook: A Guide to Best Practices and Organizational Success
Saikat Kumar Dutta , Principal Architect, Boston Consulting Group Wixom, Michigan, USAAbstract
This paper touches upon the best practices for implementing the Salesforce Enablement Playbook and achieving organizational success. The article highlights the importance of aligning business drivers; setting a vision, defining the target state, and creating an action plan through a deep dive into the customer journey and CRM upstream business processes. Organizations can realize potential ROI elements such as predictable revenue, customer 360, increased agent productivity, and cost optimization by following these guidelines. CRM Transformation Timeline and Milestones scheme is presented as well. The efficiency percentage is also provided. The article concludes with a discussion on the value additions of Salesforce products and features, emphasizing the importance of smarter service, personalized marketing, and faster decision-making.
Keywords
Salesforce Enablement Playbook, CRM implementation, Greenfield Salesforce implementation
References
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Copyright (c) 2024 Saikat Kumar Dutta
This work is licensed under a Creative Commons Attribution 4.0 International License.
Authors retain the copyright of their manuscripts, and all Open Access articles are disseminated under the terms of the Creative Commons Attribution License 4.0 (CC-BY), which licenses unrestricted use, distribution, and reproduction in any medium, provided that the original work is appropriately cited. The use of general descriptive names, trade names, trademarks, and so forth in this publication, even if not specifically identified, does not imply that these names are not protected by the relevant laws and regulations.