You have done your research and you’re all set for Salesforce implementation in your organization – except you’re not sure where or how to begin!
From the time Salesforce started, it has steadily grown towards becoming world’s #1 Cloud solution with its impeccable features and seamless adoption. Today, over 88% of the Fortune 100 companies use at least one Salesforce offering.
One of the biggest reasons why Salesforce made it to the top is its ease of implementation and maintenance. However, you cannot optimize Salesforce to its fullest unless you’re prepared and have adequate expert consultation and support to guide you through the process.
Thus, to help you out, we have prepared a well-researched “Salesforce Implementation Checklist” so that you leverage the true benefits of Salesforce and its features for your business.
But before we begin, let us give you a glimpse at what might happen if you dive directly into Salesforce implementation without planning it out.
As a Salesforce partner, we have assisted many organizations in their Salesforce adoption journey and have identified a few steps that optimize the implementation process.
In this blog, we are going to share those tips and help you make the most of the Salesforce platform.
Set Clear Goals
Before you start the implementation process, you need to introspect and find out the following –
Understanding the purpose for your decision would lead you to setting realistic goals for
your team. You need to keep in mind that technological transition is a gradual process and having a clear intent would help your team in accelerating the Salesforce adoption process.
Pro tip: The smaller the goals, the better. Divide your plan into smart, achievable targets.
Salesforce implementation process is a collective journey. Before you zero down any goals, timelines or targets, discuss with the key leaders of your organization. Take into consideration their suggestions and doubts. If you have the nod of approval from the leaders, it will be easy for you to introduce Salesforce and reap its benefits.
As we have mentioned earlier, Salesforce implementation and integration requires the support of the entire organization and hence, it is important that you communicate clearly with all the stakeholders and get their approval before you begin.
Having them onboard would translate into smooth transition and better response from employees at all levels.
Having an expert Salesforce Consulting Partner by your side will help you choose the best course for your organization. There’s so much more to the process – you can customize Salesforce as per your requirements, there are updates to keep up with and your team needs to be trained.
A right Salesforce Partner will take care of these tasks and ensure that your Salesforce implementation is a success.
Salesforce implementation cannot be hasty. The integration process, data migration, team training and transition will take months to complete . Thus, you need to have a clear discussion with the experts to determine an achievable timeline along with the budget required for the entire process.
Salesforce can be tailored to suit your unique needs – and that is why it rules the Cloud industry. Salesforce can help you unlock your marketing potential like never before with its multiple facets like the Community Cloud which leverages social media for conversion or Customer 360 that can help you unify all the customer information on a single profile.
Unfortunately, many organizations are unable to delve deeper into it and get the best out of Salesforce in the absence of guidance and knowledge. So, it is important that you communicate with your Salesforce team about your organizational needs and desired results so that they can customize Salesforce accordingly. Get to know the tool more, you will be surprised to find out what it holds in store.
Salesforce can do wonders to the efficiency of your organization – all you require is trained professionals who can help you optimize its use.
Make sure that you set in place a training program for all the team leads so that they can pass on the knowledge to their team.
Keep an open door policy for any doubts and questions. And most importantly, be prepared for hiccups initially; it may take some time but a trained team will make Salesforce adoption simpler and successful.
Salesforce has new updates thrice a year – winter, summer and spring. They’re seamless and automatic without any downtime. But you need to be aware of what changes they bring so that you can prepare your team and update your software accordingly.
Your Salesforce tool will need updates and maintenance. So, it is crucial that you choose a partner who can provide you ongoing support and help you achieve success through Salesforce.
Salesforce implementation can be the best decision you make for your business – but you will need a roadmap to make it happen. We hope that you are now on the first step of your Salesforce implementation journey and our checklist has helped you initiate the process.
However, should you find yourself in a dilemma, do drop us a quick message and we will come to your rescue!