WHY DO SALESFORCE PROJECTS FAIL?

Publish date:

• 26th October, 2023

Do you know a sizeable chunk of Salesforce implementation projects fail? Mostly during and after deployment. Why? We have listed some of the problems below as part of our knowledge base. It will help companies, small or big, be better prepared for the journey of Salesforce implementation services.

Here are the top reasons why Salesforce implementation services projects fail:

1. No defined goals and no planning for the project. Lack of planning leads to a slowdown in the implementation schedule and the project budget being exceeded over time. Without a plan in motion or schedules mapped out, businesses must contend with surprise roadblocks and bear extra financial expenses, leading to implementation failure. Plus, faulty or lack of planning can lead to incomplete or inaccurate Salesforce data migration. Without proper planning, firms may not configure their Salesforce org as per their requirements. The result is below-par system configuration, low efficiency, & poor user adoption. To avoid such scenarios, it’s important to have an implementation plan designed by a Salesforce partner. It’s also important to have clearly defined business goals/objectives discussed and finalized. Without it, the project is “ headless “. This won’t do. For anything to succeed, you need to have a target, a goal, and a need to address. Make sure your company defines theirs when you decide to opt for a CRM tool or cloud-based products from the multiverse that is Salesforce.

2. IT architecture that is out of sync.  The problem of incompatible IT architecture in companies poses a challenge to data integration. If Salesforce is unable to integrate with current tools & systems, data silos lead to erroneous reporting and lower efficiency. No correct architecture leads to poor system performance. If both the hardware and software infrastructure are not in harmony with Salesforce, companies face snail pace load times, regular system crashes, and other performance issues, resulting in lower efficiency. This is where Salesforce Implementation Services firms like Codleo play an invaluable role.

3. Communication silos between teams and overall. Poor communication leads to misplaced expectations between stakeholders, leading to frustration and dissatisfaction. Poor user training is also a consequence. If there is the absence of clear & consistent communication about the Salesforce org, the platform may not deliver the results that it is intended to as user adoption is low, and its benefits remain hidden. Communication silos also results in users not providing feedback & companies unable to identify sectors of improvement, resulting in lower efficiency.

4. Do it your self-concept of companies. Many businesses go for the DIY model to save costs. The opposite happens when calamity strikes during the implementation thanks to this erroneous concept. Therefore, it’s always advisable for businesses to partner with reliable & reputed Salesforce Implementation Services firms like Codleo. They ensure a smooth implementation allowing the employees of the business to focus on growing their business.

5. Lack of training for end-user teams. Unless personalised training sessions are provided for each team the project is doomed. This ensures the users are comfortable with the new system and they are likely to adopt it for use daily.

Also Read: HOW SALESFORCE HELPS IN IMPROVING SALES

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.