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Adoption: Get on the Right Track, Right Away Susan Perdew, salesforce.com Cheryl O’Connor, Analog Devices, Inc. Steve Settelmayer, Neff Rental, Inc. Admin I: Getting Started

Safe Harbor Statement ,[object Object],[object Object],[object Object]

Introduction – Adoption: Get on the Right Track ,[object Object],Adoption Strategy???

Introduction – Adoption: Get on the Right Track ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Cheryl O’Connor Worldwide CRM Strategy Manager

All About Analog Devices, Inc. INDUSTRY: High Tech Semiconductor EMPLOYEES: 9000 GEOGRAPHY: Global PRODUCT(S) USED: Salesforce SFA, Successforce Support, AppExchange # USERS: 800 (live Nov 2003) Leading Semiconductor manufacturer 800 users on five continents $2.5B Annual Revenue NYSE ADI

Adoption Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Best Practices for User Adoption ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Best Practices for User Adoption, cont’d ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Best Practices for User Adoption, cont’d ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Don’t ask until you are ready to act ! (then go for low hanging fruit first – fast and easy) Tool Tip: www.Surveymonkey.com low cost, easy-to-use, QUICK!

Dashboards – Adoption/Use Basics – logging in? creating opps? More Basics – When? At the right time? New features being used? How? Who? Where? Data Integrity and Freshness – Error free? Up to date?

Dashboards For Users Create Reports and Dashboards that filter and display info the way that type of user thinks and works…

Users hooked on Excel? Add custom field for Salesforce URL to link directly from Excel reports! ,[object Object],2. DOWNLOAD Report with the Opportunity URL field to Excel

Adoption Best Practices – Results (so far…) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Users seeing vision that Salesforce may one day be called crack force at ADI

Steve Settelmayer VP, Sales & Marketing

All About Neff Rental, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],Top ten US provider of construction equipment for professional contractors

Adoption Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object]

Best Practices for User Adoption ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Best Practices for User Adoption, cont’d ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Best Practices for User Adoption, cont’d ,[object Object],[object Object],[object Object],OR

Adoption Best Practices – Results ,[object Object],Inheritance Performance Plateau

Imagine it. Learn it. Use it. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Imagine it. Learn it. Use it.

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],We strive to improve, t hank you for filling out our survey. ,[object Object],[object Object]

Cheryl O’Connor Worldwide CRM Strategy Manager Steve Settelmayer VP, Sales & Marketing Susan Perdew, salesforce.com Customer Success Manager QUESTION & ANSWER SESSION

A G S005 Perdew 091807

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