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

Saikat Kumar Dutta
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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.
实施 Salesforce Enablement Playbook:最佳实践和组织成功指南
本文介绍了实施 Salesforce Enablement Playbook 并取得组织成功的最佳实践。文章强调了调整业务驱动因素、设定愿景、定义目标状态以及通过深入研究客户旅程和 CRM 上游业务流程制定行动计划的重要性。企业可以通过遵循这些准则来实现潜在的投资回报率,例如可预测的收入、客户 360、提高代理生产力和成本优化。此外,还介绍了客户关系管理转型时间表和里程碑计划。还提供了效率百分比。文章最后讨论了 Salesforce 产品和功能的附加值,强调了更智能的服务、个性化营销和更快决策的重要性。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
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