BEST PRACTICES FOR SALESFORCE IMPLEMENTATION

Publish date:

• 2nd November, 2023

If your business is making up its mind to onboard the Salesforce CRM tool for its tech stack, then it’s important for you to be aware of the best practices that need to be followed. This is mandatory for a smooth & seamless deployment that will benefit your company in multiple ways over the years. Let’s see what some of the Best practices for Salesforce Implementation are as per feedback from the Salesforce Implementation Service team of Codleo.

Why do businesses need Salesforce CRM Implementation Service?

1. Reduction by over 30% in prospect conversion duration

2. 150% increase in email click-through rate

3. 30% saving in the service team’s time

4. 70% increase in service team satisfaction score

5. 70% increase in marketing production time

Codleo helps in Salesforce implementation services and customisation to fit the specific business requirements of a firm. Our Salesforce implementation services include configuration, customisation, migration, integration, and support for various industries. Codleo, as a Salesforce implementation company, will understand your business in detail and provide the right Salesforce implementation services with minimum risks and complexities to make your business process efficient. Through our cost-effective Salesforce implementation services, we provide economical solutions for businesses of all sizes.

Below are listed the best practices for a successful Salesforce Implementation:

1. Obtain feedback from stakeholders on a regular basis, from all levels. Without the same being done, any modifications or enhancements will not happen. This can lead to a flawed system in place or disconnect of the users leading to non-adoption by them. It’s imperative that structured feedback-seeking mechanisms are in place for this to be institutionalised. Best left in the hand of the Salesforce Implementation Service firm like Codleo.

2. The project team for implementation must be diverse and representative of all stakeholder teams of the company. The team that will oversee the project of Salesforce Implementation must be decision-makers from each department. This will ensure success and the business goals are met. Different perspectives, ideas, and needs are factored into the customisation of the Salesforce platform.

3. Detailed roadmap with timelines, work allocation, and so on. A documented approach to the Salesforce implementation is much needed. It is a document that is used to ensure everything happens on time, as needed, within timelines, and the allocation of roles/work to a concerned person or team is defined.

4. Assign a fixed budget for the project. Based on the budget, the customisation of the tool can be carried out. As we know, the more customisation a business seeks, the cost of the project goes. Therefore, budgeting should be mandated and a strict eye on it to ensure it doesn’t overshoot leaving everyone in angst.

5. Appoint a Salesforce implementation services partner like Codleo. Professionals are needed for the job and it’s the right way to undertake a tech project even if it is low code or no code. Less complications and less stress for the team & management who can focus on growing & consolidating the business.

Also Read: HOW TO ENSURE A SMOOTH & EFFICIENT SALESFORCE IMPLEMENTATION?

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About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.