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Engineering and Technology OPEN ACCESS

Implementing the Salesforce Enablement Playbook: A Guide to Best Practices and Organizational Success

Saikat Kumar Dutta
Principal Architect, Boston Consulting Group Wixom, Michigan, USA
tajet 2024
VOL. 6 / NO. 07 JULY
VOLUME 6
ISSUE 07
YEAR 2024
PAGES 13-23

Abstract

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

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References

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