Publish date:

• 13th January, 2022

“It’s amazing to consider that no matter what size customer we were pitching, or where in the world we were selling, a singular idea drove all our accomplishments: we never sold features. We sold the model and we sold the customer’s success.” ―  Quote from Marc Benioff, Behind the Cloud book and CEO of Salesforce Inc 

Good to know you have decided to onboard the leading CRM in the world – Salesforce. The decision is the first step on the road to success. In this blog, we are looking at some critical ways for a business to get maximum “ juice “ out of the implementation. Let’s read this short blog to find out how. 

These are some critical elements in How to get the most out of your Salesforce implementation: 

• Detailed brainstorming and conversations with regard to end goals as well as a structured action plan. The business management and stakeholders in the project must have a series of meetings on their own (and preferably with a Salesforce-licensed vendor such as us) to list the objectives that need to be achieved via the implementation. Similarly, a detailed road map with timelines/schedules needs to be drawn up, Without these two being jotted down, the implementation is like “a body with no brain” and is setting itself up for failure.  More conversations, mean everything is discussed leaving no scope for ambiguity.  

• A team of representatives from different departments must be set up and led by a project manager designate / senior person with decision-making authority. Each department must allocate team member(s) who will represent their viewpoints, test the developments, give feedback, and be active participants. A project manager from the business needs to take charge, lead the project, coordinate, and make decisions (or report to the decision-makers in the business) to ensure speed is maintained at all times. 

• Use the services of an experienced and certified Salesforce vendor. To avoid any issues cropping up and diverting the attention of the employees, tying up with a vendor is the best way forward. Not only is a company saving finances, time, and energy, it is also ensuring that best practices, protocols, and tech are used to implement Salesforce. Doing it solo on your own is never a good idea. You never know when things can go astray, and unless you are in the know–how, you can flounder and the implementation as well. 

• Testing and responding to feedback. Constant testing in a sandbox environment and making adjustments based on responses from the set of initial users / “ guinea pigs “  will ensure a smooth implementation, with a little leeway for road bumps and issues cropping up. 

Certain protocols and best practices keep everyone on track especially when it comes to the implementation of Salesforce CRM within the organization. The above-listed suggestions ensure just the same. We are sure they will help you when you are ready to embrace Salesforce for your staff.