CSU Counterparts Conference: What To Expect When You’re Expecting Salesforce

Brian Shea and Shaun Gummere (SVP, Research and Design Strategy, Cantina Consulting) recently spoke to the Cal State University Marketing Directors’ Counterparts group. The title of their presentation was “What To Expect When You’re Expecting Salesforce”, key topics were:
 

1. Prioritizing Customer Experience: The importance of optimizing customer-facing experiences ahead of back-end processes (i.e. back office processes exist to serve customer-facing experiences, not vice versa).
2. The 6 Pitfalls to Avoid: How to avoid the pitfalls that lead to unsuccessful Salesforce projects
3. The 6 Pitfalls to Avoid: How to avoid the pitfalls that lead to unsuccessful Salesforce projects
4. Desirable / Feasible / Viable Framework: A series of questions to help your organization plan and prioritize your Salesforce roadmap.

 
You can view the presentation slide deck here: What To Expect When You’re Expecting Salesforce
 

 

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