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Getting Your Users Addicted without them Knowing Courtney House, Envision Telephony Suzette Godwin-Romer, ADP Daryl Spreiter, salesforce.com Admin II: Sneak Attack
Safe Harbor Statement ,[object Object],[object Object],[object Object]
Today’s Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Sneak Attack ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Impact of User Adoption on Business Performance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Readying the forces… Courtney House Project Manager Suzette Godwin-Romer Manager, Sales Technology How would someone want to  use this tool ? How will  Salesforce  help them  all day every day ? How can I  engage  my  users  and make them  more productive ?
Courtney House Project Manager / Salesforce.com Administrator Envision Telephony, Inc. [email_address]
All About Envision ,[object Object],[object Object],[object Object],[object Object],[object Object],Envision is a global software company that utilizes the "voice of the customer" to improve agent, call center and enterprise performance to deliver legendary customer experiences.
What is User Adoption for Envision ,[object Object],[object Object],[object Object],[object Object],[object Object]
Envision’s Journey to Adoption Implemented professional services into Salesforce User Adoption: ~98% 2007 Downloaded multiple apps from the AppExchange & implemented Monthly Salesforce Newsletter to users. User Adoption: ~95% 2006 Implemented Service & Support & started internal Salesforce Committee User Adoption: ~85% 2005 Focus on data integrity, customization and integration.  User Adoption: ~80% 2004 New Salesforce Administrator Hired  User Adoption: ~65% April 2003
Web Link Integrations ,[object Object],[object Object],[object Object]
Monthly Newsletter to Drive User Adoption ,[object Object],[object Object],[object Object],[object Object],[object Object]
Automate Processes
Dashboards to Track Corporate Goals ,[object Object]
User Adoption – Beyond Statistics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Courtney House Project Manager / Salesforce.com Administrator Envision Telephony, Inc. [email_address]
Manager, Sales Technology ADP National Account Services Suzette Godwin Romer [email_address]
World Class Service Fortune 200  NYSE: ADP More than 570,000  clients worldwide 2006 and 2007 Payroll Provider of the Year (HROA) 1 of 5 companies AAA rated by Standard & Poor’s and Moody’s 40,000  ADP associates Founded in 1949 ADP is the largest provider of mission-critical, cost-effective transaction processing and information-based business solutions.
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],PRE- EMPLOYMENT SERVICES HUMAN RESOURCES BENEFITS ADMIN PAYROLL & BACK-OFFICE ADMIN TIME  &  LABOR MGMT RETIREMENT OTHER
ADP and SFDC ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Getting Our Users Addicted to Salesforce ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
One Stop Shop for Sales SFDC Targeted Client &  Prospect Demographics Marketing Campaigns Campaign Effectiveness/ROI Eloqua Integration Opt Outs    Undeliverables Lead Capture & Qualification Lead Assignment & Routing Alliances – Lead Referral &    Tracking Pipeline Reporting Competitor & Win/Loss Analysis Excel Integration Manager Dashboards Data Integrity   Dashboards Account Intelligence Contact Management OneSource Integration Billing Information Bubble Up/Down Acquisition Migrations Quarterly Updates    with D&B Marketing Automation Reporting & Analytics Team Selling/ Communication Opportunity Management Lead Automation Account &    Contact    Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Account & Sales Teams Territory Realignment Activity Management Cross B/U Data Sharing Inside Sales Team Outlook Integration Notes & Attachments Got It! Submissions Product Incident   Reporting
Save them time Frequent announcements on Salesforce Home Page Central hub to other internal & external websites Easy access to frequently referenced information
Save them time Post tip sheets & training links Send them to Salesforce to get files, instead of clogging their Blackberries with large attachments Post policy documents for easy reference
Leverage & Integrate Existing Tools NAS was an existing OneSource client Integrated OneSource to Salesforce using Account Intelligence AppExchange application
Leverage & Integrate Existing Tools NAS was an existing Miller Heiman client Integrate Miller Heiman Blue Sheets to Salesforce using SAM AppExchange application
Reduce Administrative Burden Eliminate Need to Manually Populate Data into Forms by leveraging the Office edition
Reduce Administrative Burden
Use Workflow to Automate Manual Processes
Monitor Data Quality Create Data Quality Dashboards
Monitor Data Quality Create Data Quality Dashboards Link to internal systems
Monitor Data Quality Create Data Quality Dashboards Link to internal systems Utilize third-party vendors
Monitor Data Quality Create Data Quality Dashboards Link to internal systems Utilize third-party vendors Create a Data Stewards team “ According to a report from the Seattle-based Data Warehousing Institute, poor data quality cost U.S. businesses more than $600 billion annually.  Business data decays at a rate of 1.5% to 3% every month. “ www.searchcrm.com
Embed Salesforce into your Sales Process
Get them trained from the start – and keep them there
Leverage Force.com Mobile ,[object Object],[object Object],[object Object],Make them effective and productive – wherever they are!
Lessons Learned ,[object Object],[object Object],[object Object],[object Object],[object Object]
Manager, Sales Technology ADP National Account Services Suzette Godwin Romer [email_address]
It doesn’t have to be an uphill battle! ,[object Object],[object Object],[object Object],[object Object],[object Object]
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]
Courtney House Project Manager Suzette Godwin-Romer Manager, Sales Technology Daryl Spreiter Customer Succcess Manager QUESTION & ANSWER SESSION

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Aan003 Spreiter 091707

  • 1. Getting Your Users Addicted without them Knowing Courtney House, Envision Telephony Suzette Godwin-Romer, ADP Daryl Spreiter, salesforce.com Admin II: Sneak Attack
  • 2.
  • 3.
  • 4.
  • 5.
  • 6. Readying the forces… Courtney House Project Manager Suzette Godwin-Romer Manager, Sales Technology How would someone want to use this tool ? How will Salesforce help them all day every day ? How can I engage my users and make them more productive ?
  • 7. Courtney House Project Manager / Salesforce.com Administrator Envision Telephony, Inc. [email_address]
  • 8.
  • 9.
  • 10. Envision’s Journey to Adoption Implemented professional services into Salesforce User Adoption: ~98% 2007 Downloaded multiple apps from the AppExchange & implemented Monthly Salesforce Newsletter to users. User Adoption: ~95% 2006 Implemented Service & Support & started internal Salesforce Committee User Adoption: ~85% 2005 Focus on data integrity, customization and integration. User Adoption: ~80% 2004 New Salesforce Administrator Hired User Adoption: ~65% April 2003
  • 11.
  • 12.
  • 14.
  • 15.
  • 16. Courtney House Project Manager / Salesforce.com Administrator Envision Telephony, Inc. [email_address]
  • 17. Manager, Sales Technology ADP National Account Services Suzette Godwin Romer [email_address]
  • 18. World Class Service Fortune 200 NYSE: ADP More than 570,000 clients worldwide 2006 and 2007 Payroll Provider of the Year (HROA) 1 of 5 companies AAA rated by Standard & Poor’s and Moody’s 40,000 ADP associates Founded in 1949 ADP is the largest provider of mission-critical, cost-effective transaction processing and information-based business solutions.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24. Save them time Frequent announcements on Salesforce Home Page Central hub to other internal & external websites Easy access to frequently referenced information
  • 25. Save them time Post tip sheets & training links Send them to Salesforce to get files, instead of clogging their Blackberries with large attachments Post policy documents for easy reference
  • 26. Leverage & Integrate Existing Tools NAS was an existing OneSource client Integrated OneSource to Salesforce using Account Intelligence AppExchange application
  • 27. Leverage & Integrate Existing Tools NAS was an existing Miller Heiman client Integrate Miller Heiman Blue Sheets to Salesforce using SAM AppExchange application
  • 28. Reduce Administrative Burden Eliminate Need to Manually Populate Data into Forms by leveraging the Office edition
  • 30. Use Workflow to Automate Manual Processes
  • 31. Monitor Data Quality Create Data Quality Dashboards
  • 32. Monitor Data Quality Create Data Quality Dashboards Link to internal systems
  • 33. Monitor Data Quality Create Data Quality Dashboards Link to internal systems Utilize third-party vendors
  • 34. Monitor Data Quality Create Data Quality Dashboards Link to internal systems Utilize third-party vendors Create a Data Stewards team “ According to a report from the Seattle-based Data Warehousing Institute, poor data quality cost U.S. businesses more than $600 billion annually. Business data decays at a rate of 1.5% to 3% every month. “ www.searchcrm.com
  • 35. Embed Salesforce into your Sales Process
  • 36. Get them trained from the start – and keep them there
  • 37.
  • 38.
  • 39. Manager, Sales Technology ADP National Account Services Suzette Godwin Romer [email_address]
  • 40.
  • 41.
  • 42. Courtney House Project Manager Suzette Godwin-Romer Manager, Sales Technology Daryl Spreiter Customer Succcess Manager QUESTION & ANSWER SESSION