5 Points to Consider When Implementing Salesforce

Salesforce promotes itself as the #1 CRM software in the world—and data shows that this is completely true. Salesforce represents 19.5% of the CRM revenue market share and it’s no surprise that more businesses adopt the application every year.

“Putting the customer at the center of everything that we do,” which is the Salesforce mantra, has a great ring to it—and the Salesforce customer base can vouch for its truth. Around 150,000 companies (including 99 firms out of the Fortune 100 list) benefit from the CRM’s numerous advantages. Such numbers are a testament to the application’s success and provide ample reason to trust that the software can benefit all types of businesses. But before rushing off to the nearest Salesforce provider, keep reading to ensure that you take the necessary steps for making the most out of your investment.

Plan for Success Before Implementing Salesforce

1. Defining Clear Goals

Your business decided to implement Salesforce. Now what? Salesforce maintains the importance of starting with a very specific vision: this means clear-cut goals with measurable (and realistic) outcomes. Make sure to have detailed answers to each question below.

  • What do you want to achieve with Salesforce?
  • Which business domains will you migrate to Salesforce?
  • What will your implementation strategy be?
  • Which systems will be integrated with Salesforce and how?
  • Is there any need for third-party consulting services or products?
  • What is your deadline for going live?
  • What is your budget for this implementation?

2. Planning Your Implementation

Build your team and start working on the implementation process. We’ve provided a simple, 7-step roadmap as guidance to the sequence of processes. Keep in mind that these steps are subject to change depending on your business type, scale of integration, and IT team. Map out what resources you have and consult with your Salesforce representative for an estimate on how many man-hours will be required.

3. Recognizing the Risks 

Why are you planning on implementing Salesforce? Most likely, your motivations are boosting customer satisfaction and increasing revenue. Let’s look at the risks that may hinder these two objectives.

Cost Is Too High

Salesforce has a variety of editions depending on business size and needs. These editions vary in functionality and capability. While it may be tempting to opt for all the shiny and exciting features, choosing a reasonable plan that fits your needs (and budget) is important. Stay away from features that aren’t relevant to your organization. Make a list of what you need and what will benefit your customers. Otherwise, you may end up with a bill that’s greater than your revenue.

Delayed Implementation

A lengthy implementation delays ROI and will cost you valuable resources. Make sure to compare your developments with your timeline throughout the implementation process. If any phases are overdue, determine the reason for this delay. Evaluate whether you underestimated the duration of some tasks. If needed, adjust your timeline so that your goals are realistic.

Unhappy Customers

Be mindful of user experience. Introducing a CRM software that is needlessly complicated will result in a low adoption rate, making for an ineffective investment. If you’re planning to introduce numerous complicated features that might intimidate your customers, split the implementation into several processes. Start with more basic functionalities and add the complex features later.

4. Importing Your Data

Ensure the accuracy and completeness of your data.

  • Is there any duplication?
  • Are there any empty fields or faulty data that doesn’t match the overall format?
  • Is your data up to date?

Hopefully, you’ve answered “Yes” to all of the above. If not, get cracking. Consult with your implementation provider or your IT team for the best-suited method of data migration.

5. Providing Training and Support 

Ensuring user adoption is a key step. If your customers aren’t using Salesforce, what was the point? Make sure to train users extensively and provide support—through your Salesforce service provider or a training specialist—when they face difficulties. As users become more comfortable with Salesforce, user adoption will increase and so will their sales (which will increase user adoption even more!) It’s a win-win cycle.

Wrapping Up

Once you’ve adequately addressed all the issues we mentioned, we’re confident that your Salesforce implementation will prove successful. Get ready to enjoy your newfound increase in sales and customers. But there’s one more thing before we wrap this post up: what happens after you implement Salesforce? Have you thought about integration options with your existing systems?

Whichever Salesforce edition you opt for, our out-of-the-box CPI Salesforce Adapter allows you to easily exchange data between your Salesforce platform and existing systems, both SAP and non-SAP. The adapter uses Bulk API v2.0, which enables fast upload or download times for large amounts of data. Salesforce will process your loading batches in the background while you work on other things. You can handle your bulk messages at the convenience of your CPI platform and benefit from a simple, user-friendly experience.

Write to us now for simplifying your integration to Salesforce.