These rules are based on learnings and findings of

Xavier Augustin, CEO Y-Axis.com

He made a 100% switch over to salesforce.com as

core system for his 600 employees.

Go for

100%

MakeoverEveryone, Every time,

Everything

Rule #1

Maintain Continuity,

from Start to Finish

Avoid parallel systems when Salesforce can

consolidate most of their functionalities.

Rule #2

All eggs in One

basket

Decide early & firmly on central database.

Hence one source of truth

Rule #3

Be Present on

Salesforce

Get users to log-in pro-actively to Salesforce, and

track it.

Rule #4

Track pugmarks of

customer oriented

service

Define activities and tasks that make a difference

for your customers on Salesforce.com

Rule #5

@Saleschakra

Wait a sec.

Want details?

Its here.

Carrot & Stick

“What a fine

system”?

Design incentives and fines around Salesforce

usage.

Rule #6

The buzz in

keeping Scores

Salesforce game cannot be played

without a great scoreboard.

Build user adoption dashboards.

Rule #7

Proof is in

the pudding

Let it sell itself with

easiness, effectiveness

and early adopters

Rule #8

Democratize

Salesforce-

plan, build &

adoption

By the users, for the users,

from the users.

Rule #9

My world in

an oyster

Let the performance truth be reflected

publicly on Salesforce management

dashboards. Drive insightful decisions.

Rule #10

@Saleschakra

Company/saleschakra

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here.