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Though Salesforce is a relatively simple tool to use, its implementation and deployment by a company do require certain processes to be followed. This is just to ensure that the process is a hit, doesn't get plagued with road bumps, and is not a big failure for so many reasons. To have a smooth journey from A to Z, we have put together a simple guide to shine the torch on the entire process of Salesforce implementation services.
The planning and preparation phase. The first step is to prepare a comprehensive plan on the roadmap to deployment. Since the implementation is best done by a Salesforce implementation services company like Codleo Consulting, allow them to study, engage, and question all relevant stakeholders (such as managers and teams). Based on this interactive and intensive engagement, the Salesforce implementation services team can plan to identify the deficits & issues and find the right solutions. Goals have to be pinpointed and prioritized.
Budgeting. Please note that with Salesforce, the higher the levels of personalization and customization, the higher the costs. So, if you wish to use the basic version and not tamper too much, it can be quite economical. However, the more tools and features you wish to add/customize, the more costs start rising. Engagement with the Salesforce implementation partner helps to formulate the costs/budgets and try to stick to them as far as possible, along with the intended timelines
Create a salesforce project team. This includes leadership, managers, and representatives from different departments who work with the Salesforce implementation partners at every stage of the way. Top leaders must be designated as executive sponsors, as it ensures that they are in the loop, that all creases are ironed out along the way, and that adoption is not an issue.
Project execution, testing, and collaboration. At this stage, the Salesforce implementation services vendor starts implementing the project, with testing happening in a sandbox with improvements being suggested by a team of users deployed to test and give feedback. Collaboration testing and communication ensure everything is smooth and on track.
Deployment happens on the big day and your company's salesforce edition is launched, After all, glitches and issues have been addressed in the sandbox testing stage with Salesforce implementation services.
The next step is training for all departments. Training that is relevant, engaging, fun, and hands-on with real-time examples ensures better adoption. Customization of training as per the needs of each department has to happen to ensure smooth adoption. Refresher training courses by the Salesforce implementation partner every few months keep up the momentum.
Documentation and support services. Written documentation on the entire project needs to be prepared and handed over to the client. This acts as reference material or a guide. A support services contract is an option to ensure Salesforce runs smoothly at all times and no glitches hamper work or 'downtime'. Most companies opt for this so that they can get cost-effective support at all times and focus on their work, instead of hiring or being bogged down by minor/major issues related to Salesforce.
Looking for Salesforce implementation services? Contact us today!
Also read: FIND THE BEST SEQUENCE OF SALESFORCE IMPLEMENTATION SERVICES?
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About the Author
Mohit Sharma
Mohit is Practice Lead, 15x Certified Salesforce Consultant, Salesforce trainer, blogger, writer, and full-time husband. With over 8 years of experience implementing Salesforce, and an obsession for innovation, ready to tackle any new project that comes his way.
