Looking to Implement Salesforce? Here are Some Tips to Get You Started

April 17, 2018

 

Salesforce is the leading CRM platform that is used by many organizations and enterprises across the globe. From enhancing team collaboration to building customer loyalty, companies use Salesforce for a wide variety of reasons.

More and more corporations are looking to adopt the software for its incredible advantages. According to Salesforce’s blog, Salesforce implementation led to a 25 percent increase in revenue for businesses in 2017.   

Whether you are a small non-profit or a large multi-national, you might want to adopt Salesforce.     

Here are some tips for smooth and seamless Salesforce implementation:

 

 

Do Your Research

Before you dive into Salesforce implementation, you need to do your homework. For this, you might want to consult with other team members and read all the relevant publications.

You should clearly define your goals and know exactly what you want to achieve with Salesforce implementation.

 

 

 

Create a Team

 

For Salesforce implementation, you might need to form a team. This might sound intimidating, especially if you are a small business, but forming a team is not as difficult as it might sound.

Here are some key roles that you might have to fill:

Executive SponsorThe executive sponsor is the entity that will provide complete support to the implementation project.

Project ManagerThe project manager will be the one responsible to guide the implementation towards its completion. He/she will be accountable for the any glitches.

Tech Administrator The systems administrator will be responsible for the day-to-day requirements of the implementation.

 

 

 

Have Your End-Users Look at Your Plan

 

The end-users, or your employees who will be using Salesforce every day, should have a say in how the software will operate.

Make sure you are consistently sharing the workflow with your team and are taking their feedback.   

You can also engage your customers and take their feedback as well.

 

 

 

Launch it in Phases

 

Implementing Salesforce altogether might not be a good approach. What you can do instead is dole it out in phases.

This will ensure that your employees have ample time to adjust to the changes.

 

 

 

Know what to do Post-Implementation

 

Even after implementation has been carried out, your job is not done yet.

After complete implementation, make sure you have a solid post-implementation plan in place as well.

 

The post-implementation plan should address all kinds of concerns that users might have. Also, it should include real-time support.

 

With a team of tech gurus, we at Systems for Good provide Salesforce consulting services. From accounts management to maintenance and updates, our Salesforce experts provide many useful services.   

 

 

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