Salesforce Platform

Design a Center of Excellence

Establish a center of excellence to better manage your Salesforce environment.

The Center of Excellence Accelerator will guide you through the process of establishing a center of excellence to better manage your Salesforce environment based on your current challenges.

Contact your account executive or success team today. Learn how we can help you accelerate your CRM success.

What it can do for you

  • Improve business/IT alignment
  • Improve process effectiveness and efficiency
  • Reduced release cycle time

How it works

Certified Specialists will guide you through the process over a predetermined timeframe (typically 3–4 weeks):

Discovery

  • Study and analyze your current governance framework
  • Identify current challenges and business goals
  • Agree on quantifiable success goals

Analysis

  • Assess and map out existing roles and responsibilities
  • Map out business process requirements

Outcomes

  • Published center of excellence charter, membership list, and communicate plan across key stakeholders
  • Identify skill gaps and associated plan of action
  • Defined map of primary processes, core responsibilities, and launch plan
  • 30-, 60-, and 90-day plan to implement the top processes to address your top challenges

Who should use it

Intended User

You want to effectively govern your Salesforce solutions.

Prerequisites

  • Executive sponsor who will confirm business objectives and champion this initiative
  • Committed cross-functional resources for Salesforce rollout and ongoing change management
  • Top Salesforce challenges to be addressed by establishing the right framework

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