Salesforce Operational Excellence Handbook: A Guide to Getting the Most ROI from Salesforce

“Slowing down is sometimes the best way to speed up.” – Mike Vance

The world has been collectively asked to slow down, and we’re navigating the uncertainty of this time by finding the silver linings where we can. This inadvertent gift of time is the perfect opportunity to restrategize and further integrate Salesforce with your business and operations — whether you just started building your Salesforce foundation or are simply looking to get more from the investment you already made.

With our Salesforce Operational Excellence Handbook, you’ll learn how establishing a Salesforce Center of Excellence (COE) can help businesses get the most bang from their investment. Topics covered include: 

  • Team roles and structure

  • Delivery standards and processes 

  • Change management 

  • End-user support 

  • Education and growth 

This handbook was developed based on content from our recent COE blog series and research from our Project to Program Best Practices report. For more Salesforce-focused content, we invite you to view our “Ask the Expert” webinar series.

Categories: Articles, eBooks

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