Key Steps to Build a Winning Strategy for Salesforce Implementation

Salesforce needs no introduction when discussing the market leader in SaaS-based services. However, Salesforce is one name that always comes up whenever a company plans to implement a CRM solution, but implementing it is not child’s play. You need a Salesforce implementation partner to implement the solution correctly so that you can acquire all benefits of the CRM functionalities for your business. 

Salesforce implementation aims to integrate the Salesforce solution with your business, helping you optimize all your communications and workflows. It lets you get a complete view of all your customer data and business operations within a single view. 

For medium to large businesses, for which it becomes difficult to track customer information in bulk, it becomes essential to have a solution enabling the team to get a combined view of everything within a single frame. But implementing a Salesforce solution is not easy, and you need to have a thorough understanding of the platform to implement it right and make it work for the business. 

Many companies and individuals make the mistake of following the do-it-yourself approach to implementing the solution within their organization. But what they end up missing out on is that there is a lot that they need to know to make sure it is implemented right. There are real downsides to implementing the solution by yourself. For example:

1. Not implementing the solution the right way can cause decreased system performance. The platform’s efficiency and speed make it so popular, but that entirely depends on how skilled the individuals are who are implementing the solution. If the implementation is not conducted by an expert, chances are the person would miss out on implementing it right and aligning it with the business.
2. One of the major difficulties that come when implementing Salesforce is defining a roadmap that will be followed to set up the solution for the business and make it fit right. Making any mistake in that might lead to errors in the mapping and make you miss out on Salesforce features that could complement the business. 
3. Also, if the person implementing the Salesforce solution has limited expertise, there would likely be errors in the Salesforce implementation that might affect your business efficiency, restricting you from making the Salesforce implementation a successful one.

More such issues likely occur if you don’t get the assistance of Salesforce implementation services to implement the Salesforce solution.  

But let’s leave out the mistakes and downsides and focus on actually building a winning strategy for your Salesforce implementation. 

Steps to Build a Winning Salesforce Implementation Strategy

We have listed a few steps for you following which you can achieve successful Salesforce implementation. Here are the steps that you need to follow to make sure your Salesforce implementation does the expected work for your business. 

1. Hire an Experienced Salesforce Partner

The first right decision for your business when considering implementing Salesforce is to hire an experienced Salesforce implementation company that can plan all the stages of the implementation and execute them right. These professionals will analyze the current business architecture and implement the Salesforce solution in a way that could complement the business and help it grow. 

1. Set the Goals and Requirements

You need to make sure to define all the goals that you want to achieve with Salesforce. You need to make sure that you set your daily goals, operations, tasks, and activities that you want to streamline with Salesforce. This involves having the right idea about the short-term and long-term goals that you want to achieve by using Salesforce within your organization. Also, you need to have all your requirements set that you need for Salesforce implementation that would enable you to reach your unique goals and expectations. 

1. Get Insights from the Potential End Users

You need to gain insights into the expectations of the end users so you can know what results the users expect from the Salesforce implementation and how they could be achieved correctly. It is essential to keep in touch with potential users throughout the Salesforce implementation process to understand the kind of support they need and ensure all their concerns are eliminated. 

You need to make sure to get insights from the potential users during the Salesforce implementation, as their feedback is very necessary to find out the way you’ll be optimizing the workflow of the solution. 

1. Maintain Data Efficiently

To ensure successful Salesforce implementation, you need to make sure that there is proper data transfer, following all standards and rights. If you don’t focus on proper maintenance, you’ll work with inconsistent data, which might lead to unsuccessful or compromised Salesforce implementation.

Also, if there is repetitive data in the system, it can adversely affect the quality of the data in the system, hence affecting the performance of the Salesforce solution. So, you must ensure that your data is clean, free from redundancies, and safely migrated to Salesforce to ensure successful implementation. 

1. Review the Process

To make sure your CRM implementation is going the right way, you need to keep a check on the process constantly. You have to constantly review all aspects of Salesforce implementation and make sure every milestone planned is achieved. You should also ask for the feedback of users who are working on the solution and see if they are able to use it efficiently and also how much Salesforce is helping to overcome their previously existing challenges. 

Also, you have to check if the complete team is switching to Salesforce, as only then can the efficiency of Salesforce be evaluated. 

1. Ensure Maintenance of the Solution

You need to know that the scope of Salesforce implementation decided might not be followed when it is actually launched. It is a continuous process to keep upgrading the solution to make it more efficient for the business. Also, updates and releases are a common aspect of Salesforce and thus make it necessary to keep updating the solution over time. 

Make sure to test your workflows regularly and constantly work on improving the system to keep it scalable for business growth. As your business keeps changing and growing over time, you need to be able to manage your solution, too, keeping it scalable and efficient to work with for your growing business. This will help to make your solution more competitive, helping you to derive the existing results from the solution. 

Implement Salesforce Successfully with a Reliable Partner 

With all the information given above, it can be clearly said that Salesforce implementation can entirely change the way a business works but getting it right takes a lot of work. To implement Salesforce right, following a DIY approach might not be the most suitable way of working. Instead, hiring a professional who can create a roadmap for Salesforce implementation and follow it to ensure successful implementation is the right way to go for. 

The right Salesforce implementation partner would focus on post-implementation maintenance and keep the solution updated and scalable for the business. Get in touch with experts at 360 Degree Cloud and discuss your requirements. Certified Salesforce professionals would make sure to implement the Salesforce solution that could align with your business goals and help you achieve the intended objectives.