So I’ve just been given a new role at work and am now the Salesforce admin. The company I work for has just gone through a merger (of three companies), and we need to put together a CRM to help manage the business.
There are three main items we are interested in;
- Sales Cloud – For our sales related tracking
- Service Cloud – For tracking our customers issue tracking
- Pardot – For enhancing our marketing efforts
Now I’ve used SugarCRM and Microsoft Dynamics in the past (Albeit some years ago), so I have a pretty good understanding of how a CRM works and basic things to watch out for. I have to say Salesforce hasn’t been hugely different. That said I also haven’t implemented a CRM for a multinational business. My initial observations however have been that there is very little in the way of a definitive “Getting start” guide. Sure there are plenty of articles on how to get started, but that’s sort of the problem. There are so many of these articles, its incredibly hard to see the forest for the trees.
After we have our CRM set up, I’ll be putting together a document covering our experience, and I plan to include a list of resources I wish we had before we started. Watch this space…