Steps to Consider before Considering Salesforce Implementation Steps to Consider before Considering Salesforce Implementation

9 steps to consider before you start integrating Salesforce

9 steps to consider before you start integrating Salesforce
Author : Binny Vyas   Posted :

Salesforce is a powerful platform that offers numerous business possibilities for enterprises. It also helps you discover opportunities that are often left unexplored. No wonder, Salesforce has evolved over time and become one of the best CRM tools in the industry. Also, it offers a lot of creative products for businesses.

Lead capture and management plays a crucial role in the success of your business. At the same time, it is also important to earn potential customers. The Salesforce CRM solution improves your business performance while connecting you with consumers.

Businesses often face several challenges in terms of their finances, rising prices, workforce, supply chain, etc. They also need support to run steady and smooth operational processes. In scenarios like this, Salesforce is one such tool that helps businesses increase their efficiency and productivity yet stay cost-efficient.

Although, Salesforce is a well-equipped and easy to deploy platform, companies still need to create a complete Salesforce implementation strategy. To assist you, we have identified some common challenges that you may face when planning to implement Salesforce.

Let’s discuss the Salesforce challenges and solutions:

1. Estimating the cost

Cost estimation is a key challenge for many companies. The cost of implementing Salesforce can be overwhelming for any organization. That is why it makes sense to understand the key considerations before investing. In the absence of proper consultation, the estimation of implementation costs, licensing costs and other similar costs can make things complex. Therefore, it is crucial to understand beforehand how custom Salesforce products will help you meet your business goals.

2. Choosing the right partner

Since Salesforce is a combined platform for sales, marketing and customer service departments, you would want to carefully plan your implementation process. There may be a detrimental effect on your operational efficiency if the implementation is not executed correctly. Therefore, it is wise to select a Salesforce consultant who can guide you about the technology and its true capabilities efficiently.

3. Lacking internal experts

Hiring Salesforce experts has become the need of the hour as they know the platform and can carry out a seamless implementation process. In fact, it would be difficult to map the existing business process without their involvement. Therefore, it is recommended to involve a project manager and an administrator from the time of consultation as their involvement will ensure a smooth and successful launch.

4. Dealing with data migration

Migrating data can be tedious and painful as it requires the mapping of data from one system to another. This is where most companies go wrong if they do not have the right expertise. Be it managing user IDs, duplicating data, adding custom fields or maintaining access control, they are all part of the challenge. Hence, it is better to let Salesforce experts help you manage your data.

5. Integrating Salesforce

Salesforce does not operate in a silo and the maximum benefit of Salesforce can only be leveraged when it is integrated with other business applications in your organization. Propagating incorrect data and misunderstanding real-time integration are some of the common challenges faced by companies. However, when you get this right with the help of the right experts, you can experience awesome benefits such as improved real-time visibility, process efficiency, increased sales and valuable data collection.

The global salesforce services market is predicted to expand at a stupendous CAGR of 14.4% to reach a valuation of US$ 33.5 Bn by 2029.
-Future Marketing Insights

6. Implementation of Salesforce

Implementing Salesforce CRM can turn out to be very challenging if its features and capabilities aren’t well understood.



7. Delivering consistent training

User training is an important aspect to tap into opportunities provided by the Salesforce platform. Lack of training will bring your Salesforce implementation to a stagnant level but understanding the entire platform and utilizing it appropriately will help you to create wonders.

8. Managing centralized records in Salesforce

Maintaining the Salesforce platform after its implementation can be quite a challenge. If your team continues to use spreadsheets or phone reminders to achieve targets, then you have missed out on utilizing Salesforce as a singular platform. The main purpose of Salesforce is to empower you with tracking, monitoring and executing capabilities to manage your organizational processes.

9. Searching for ongoing support

Last but not the least, the search for ongoing support remains a critical challenge. For many organizations, maintaining the updated Salesforce environment requires continuous support from an experienced Salesforce team. Experts can help you optimize and automate several processes for continuous improvement. They have the right skillsets for modifications like setting automation rules, customizing business processes and solving your storage and encryption needs as per your organizational requirements.

Take away!

Salesforce offers a lot of products and services, so it requires careful planning and preparation for a smooth implementation. Integrating it with your technology systems has numerous advantages. Once you integrate Salesforce, you will realize that it is very rewarding in terms of the competencies that it brings to your company. You can use your enterprise data and Salesforce together to empower your company for better business growth.

Our Salesforce specialists have all the knowledge and experience to support you throughout all the stages of Salesforce implementation right from strategy, planning to development and deployment. We render a complete set of service clouds with a team of Salesforce certified developers to infuse best practices for implementing Salesforce CRM. Are you planning to implement Salesforce in your business? Do you need assistance with Salesforce implementation? To discuss your project, connect with our experts now.

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