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Three Tips for a Successful Salesforce Implementation



Implementing Salesforce can be lucrative for businesses and organizations, but it also comes with risks. To ensure a successful implementation with a return on investment, businesses look for a functional system that provides time/labor savings. However, this can be a stressful situation as the success of the implementation is critical for the business.


From the business perspective, it is important to ensure the implementation process goes as smoothly and efficiently as possible. You’re trying to ensure that the amount of money, time, and effort that you’re putting into having Salesforce implemented is worth you and your employees’ time, as well as something that will ultimately bring more profit via returns. How can everything go as planned? Is it possible to do that 100% of the time? No, but in this blog, we will explore three tips to help mitigate potential complications.


What Makes a Salesforce Implementation Bad?

There are quite a few reasons why a Salesforce implementation can go wrong. Here are some common reasons why:

  • Unclear Plans

  • Lack of Support

  • Bad Data

  • Poor User Adoption

  • Lack of Training

  • Unrealistic Expectations

Traits that show what could be considered as a bad Salesforce implementation

Aiming for Success

1. Plan Ahead

Before a Salesforce implementation, you should set expectations and have plans already in place. It is very easy to be consumed with the mass amount of customization, scope, and the sheer complexity of Salesforce. Having a level of expectation and planning will provide you with the groundwork to begin setting up your teams and organization for the implementation of Salesforce. Also, before deciding to customize your Salesforce experience, you should confirm that the infrastructure in place is solid and does not need to be fixed down the road with layers of customization on top of it.


2. Good Data Management

Something that seems so simple to avoid yet can absolutely ruin everyone’s experience of Salesforce is the utilization of bad data. Whether it is bad data that was transferred from your old systems to Salesforce, duplicate records or inaccurate data, it is an easy way to ultimately prevent people from using Salesforce. This is something that can be rectified, however, it can take a significant amount of time to fix any data issues. To avoid this, confirm that your data is accurate and clean.


3. Accountability and Transparency

Salesforce plays a crucial role in a business, affecting everything from sales to data management. This will promote accountability and prevent confusion that can lead to team issues and implementation setbacks. Make sure your teams know their roles and responsibilities to ensure that the implementation goes smoothly.


Conclusion

While a Salesforce implementation may seem risky for many businesses, it can be lucrative and lead to success. However, you need to ensure that you’re aiming for that success. If you enter Salesforce with no planning, it may, unfortunately, be very costly, time-consuming, and lead to no return on investment. Verify that you’re planning accordingly, using data that will be efficient and that your teams know what they’re doing.


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