Salesforce Service Cloud: What went well, what should change, what can improve?

Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce Service Cloud Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce Service Cloud related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

https://store.theartofservice.com/Salesforce-Service-Cloud-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce Service Cloud specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Salesforce Service Cloud Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 881 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce Service Cloud improvements can be made.

Examples; 10 of the 881 standard requirements:

  1. At what moment would you think; Will I get fired?

  2. What do we do when new problems arise?

  3. Is maximizing Salesforce Service Cloud protection the same as minimizing Salesforce Service Cloud loss?

  4. What went well, what should change, what can improve?

  5. How will we know that a change is improvement?

  6. What about Salesforce Service Cloud Analysis of results?

  7. What are internal and external Salesforce Service Cloud relations?

  8. Have changes been properly/adequately analyzed for effect?

  9. What is the range of capabilities?

  10. Are there different segments of customers?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Salesforce Service Cloud book in PDF containing 881 requirements, which criteria correspond to the criteria in…

Your Salesforce Service Cloud self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Salesforce Service Cloud Self-Assessment and Scorecard you will develop a clear picture of which Salesforce Service Cloud areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Salesforce Service Cloud Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Salesforce Service Cloud projects with the 62 implementation resources:

  • 62 step-by-step Salesforce Service Cloud Project Management Form Templates covering over 6000 Salesforce Service Cloud project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: What should you drop in order to add something new?
  2. Cost Management Plan: Have all documents been archived in a Salesforce Service Cloud project repository for each release?
  3. Project Portfolio management: What are the four types of portfolios on which a PMO must focus?
  4. Lessons Learned: How well were Salesforce Service Cloud project issues communicated throughout your involvement in the Salesforce Service Cloud project?
  5. WBS Dictionary: Detailed schedules which support control account and work package start and completion dates/events?
  6. Schedule Management Plan: Is the IMS used by all levels of management for Salesforce Service Cloud project implementation and control?
  7. Human Resource Management Plan: Is there a requirements change management processes in place?
  8. Activity Duration Estimates: How many different communications channels does a Salesforce Service Cloud project team with six people have?
  9. Stakeholder Management Plan: Is there a requirements change management processes in place?
  10. Probability and Impact Assessment: Are there new risks that mitigation strategies might introduce?

 
Step-by-step and complete Salesforce Service Cloud Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Salesforce Service Cloud project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Salesforce Service Cloud project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Salesforce Service Cloud project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Salesforce Service Cloud project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Salesforce Service Cloud project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Salesforce Service Cloud project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Salesforce Service Cloud project with this in-depth Salesforce Service Cloud Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Salesforce Service Cloud projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Salesforce Service Cloud and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Salesforce Service Cloud investments work better.

This Salesforce Service Cloud All-Inclusive Toolkit enables You to be that person:

 

https://store.theartofservice.com/Salesforce-Service-Cloud-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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