Sales and Marketing Process Map

The Sales Process Map provides an overview of how to generate leads, optimize your lead flow, and close more business. You can customize it to fit your business process and use it as a training tool.

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Service and Support Process Map

The Service and Support Process Map illustrates how support requests flow through Salesforce from capture through to case resolution. You can see how cases are routed, escalated, and solved.
We've also added a slide on the Customer Portal and Salesforce Ideas two products for self-service and online community.

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Activity Management Process Map

Activity Management is one of the central building blocks for CRM. It allows you coordinate customer-facing activities and develop a compete view of the account.

 

Whether you are in account management, sales, or support, this process map answers three of the most basic questions:

If you can get these concepts across everything else starts to fall in place. Reps realize that there is valuable information inside Salesforce so they login and keep information up to date. Because the information is up to date managers can run the reports and dashboards they need and get visibility into their business. When managers trust the information they begin to manage to the application, which starts a self-perpetuating cycle.

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PRM Process Map

Get real-time visibility into the status of partner-owned opportunities while empowering partners with direct access to price books and opportunity information. Salesforce is the single place for updating deal information, tracking milestones, and recording all opportunity-related interactions.

Put an end to competitive issues and conflicts in your channel sales and earn partner loyalty and better deals. Distributing the right leads to the right partners and measuring success is a critical element in channel programs and partner success.

A best practice for rapid channel growth is to enlist partners to bring new business to you through a deal registration program. This involves partners registering new deals to you, and in return, they gain program benefits such as additional margin.

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Innovation Management Process Map

Here's an overview of the process behind managing an online community, from launch through implementation of top ideas.

Typically we'll fine an executive sponsor who decides the organization needs an application like this to help them become a more responsive, innovative company. The implementation process can be very fast, because it is often a greenfield. You need to think about what you want to accomplish, and who you need to involve. You need to customize the application to match your website and create a back end process for managing ideas.

When you launch your community, you might open it up to employees or customers and partners. You can start simple, but we also support the ability to create lots of communities for different topics, departments, or customer segments. The basic premise is that a customer or employee submits an idea, creating a virtual meeting place to discuss the idea. Picture every idea within your organization having a unique identifier. Once it's out there in the public domain, the community can discuss the idea, add comments, and can vote it to the top.

Salesforce has very robust tools for managing the community, and reporting on the top ideas. Since everyone logs in to submit ideas and can be tied back to their identity, you can run reports on who your top contributors are, and what type of customers voted for a given idea. You will also want to create a review process, so that the top ideas from the community are reviewed. The best ideas will be assigned to project teams who will see them through to fruition, and report on their status.

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Salesforce for Google AdWords Process Map

This one slide process map distills how Salesforce and Google AdWords work together to help you generate leads and close more business.

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Salesforce CRM Implementation Map

For those who have implemented CRM before you can attest to the fact that there are lots of moving parts and it can be hard to grasp the big picture.

The Salesforce CRM Implementation Map identifies who should be involved in your CRM initiative and plots their responsibilities during a typical 45 day rollout. This is a great way to get everyone on the same page and ensure you're building a strong foundation.

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