8 Fundamentals Of Successful Salesforce Implementation

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8 Fundamentals Of Successful Salesforce
Implementation
The statement holds true for almost everything,
Salesforce too. There is not even an ounce of
doubt regarding what a brilliant technology it
is. However, it remains of little or no use till
the time it is properly integrated and
implemented with your business model. In this
blog, we are here to guide you through the key
steps you need to take to decide the future of
Salesforce project in your organization. Over
the previous decade, Salesforce has been a
standout amongst the most vigorous and prominent
platforms on the CRM advertise. In addition to
this, the CRM solution has acquired in excess of
1,000 companies who have deployed Salesforce and
the size of these organizations range from the
new businesses to Fortune 100 companies. Let us
take a look at the advantages of Salesforce
implementation before we actually move on to the
steps of implementation. 8 Key Aspects Of
Salesforce Implementation Salesforce
implementation is very tricky to accomplish and
that is why you need to be extra careful while
implementation is happening. Here are some key
aspects that you should necessarily take into
consideration while planning your Salesforce
implementation.
1. Create A Blueprint
Plan your implementation. Create a blueprint of
the things that you want and the goals that you
wish to achieve. Outline all the essential
implementation responsibilities and
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estimate their timeline. Take a pen and jot down
everything that has to happen in order to reach
the objectives and other things defined in your
blueprint.
2. Implement In Bits And Pieces
Many experts have suggested that you can either
implement everything in one small department or
buy small or limited versions and licenses for a
given department so that you can first optimize
Salesforce within this small trial group and then
move on to expand it across the entire business
channel enterprise.
3. Evaluate And Hire A Salesforce Implementation
Partner
Implementing Salesforce is very complex and is
quite capable of easily getting you derailed. An
implementation partner and his team will dedicate
around the clock focus to accelerate your
vision, from a mere concept to a bright reality,
and this provides you with a good leadership as
well as process management after your Salesforce
implementation goes live.
4. Educate Your Team.
Salesforce is new and technical. You cannot just
expect your team to be at the pace with it right
from the beginning. This gap between Salesforce
and your team can lead to a huge shortfall in
the entire business system. Therefore it is
necessary for you to train and educate your team
about the changes that would follow right from
the initiation of the very first steps of
implementation.
5. Allocate And Define Responsibilities
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For a successful and productive implementation,
you need to allocate clear-cut responsibilities.
Make a chart, circulate it within your team
networks. Implementation is tricky as well
lengthy. Therefore, it is important for an
enterprise to continue running its operations in
the front end whereas Salesforce implementation
goes on in the back end.
6. Plan To Handle Updates
The secret of Salesforces success is that it is
periodically updated. Salesforce releases
triannual updates which mean that you get new
features three times in a given year. This is
why you need to have a plan of action to handle
these updates because you may or may not want
all the features of the update. Whenever the new
releases come out, you need to prioritize what
all characteristics can be most useful for your
particular business model.
7. Communicate Key Changes
The key to a good Salesforce implementation is
communicating all the key changes to all the
teams in your company. At any cost do not make
the mistake of assuming that theyll see the
crucial changes and also execute them
accordingly. Use your companys regular
communication channels or interactive sessions to
effectively and clearly communicate all the key
changes, by explaining why they were necessary,
why they have been made and how they are
required to adjust their Salesforce workflow.
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8. Data Cleansing
Make sure that you put a good amount of effort in
data cleansing and task your teams with the
process of data cleanup. There will definitely be
a good amount of data that you will not require.
Integrate only the data which is necessarily
required. For this, you can keep the data that
your trams rule out as unnecessary outside of the
Salesforce system. This way you are on the safe
side of not losing the important data that may
seem unimportant.
Advantages Of Salesforce Implementation
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According to the Forbes reports and many other
market surveys, Salesforce has emerged as the
most innovative company in the world for the past
2 years in continuity. This is absolutely no
surprise at all for those who are familiar with
the Salesforce CRM (Customer Relationship
Management Software) software as they know what a
wonder it is to meet the rapidly changing
customer needs. Here is a list of advantages that
it presents to the enterprises who have
implemented it properly and successfully.
High Return On Investment
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Salesforce enables the organizations that are
using it to experience higher rate return on
their technology investments as compared to many
other CRMs. It does so by maximizing resources
while reducing costs at the same time. According
to a report published by the Salesforce during
the Quarter 2 of 2014, IT recruitment and
infrastructure costs were highly reduced among
several companies that had implemented the
Salesforce1 Platform.
Saves Time
Salesforce has proven to save some really
valuable time for many teams and executives under
its umbrella. The speed of completing the tasks
or having the small ones being completely taken
care of means that the teams can focus more and
better on their organizations bottom line.
Just imagine if an account executive can save
just 15 extra minutes every day by using
Salesforce, then the executive gains almost an
extra 75 minutes per week.
Synchronized Data Across Multiple Systems
Salesforce optimizes data sync across various
channels. This clarity helps the teams in
avoiding confusion, enhances collaboration, and
stimulates the free flow of information, thus
leading to efficient and inexpensive processes.
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Automated Routine Procedures
Automation saves a lot of time and money at the
same time. Every feature of your business model
can be very easily automated and managed in the
Salesforce system. You can automate functions
like your accounting, HR, marketing, IT, sales
and much more.
Conclusion In the end, it is but obvious that
Salesforce implementation is very necessary as
well as tricky. There are a lot of things that
you are required to take care of. We hope that
this article broadens your viewpoint on
Salesforce implementation and will help you in
the right way towards achieving your
goals. Reference-https//www.rswebsols.com/tutor
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implementation