Salesforce, the world’s leading CRM, gives you the ability to better connect with your customers with its cloud-based software. Salesforce has a cloud for each of your business processes. You name it, and Salesforce has it. For your sales teams and service agents, it has the Sales Cloud and the Service Cloud, respectively. To streamline your marketing efforts, it has a Marketing Cloud. And similarly, it has Revenue Cloud, Commerce Cloud, Finance Cloud, and so much more.
But buying Salesforce software is not enough. The real deal is its implementation. Here, you need to know how to adapt the CRM software to your needs. No two businesses are the same. What has worked for someone else might not work for you. So, how can one achieve a successful Salesforce implementation for their unique enterprise needs? Let’s dive in to know!
How to Achieve a Successful Salesforce Implementation?
If you’re considering doing a Salesforce implementation by yourself, then it’s a big No. And, not because we are a registered Salesforce implementation partner. But as a matter of fact, the implementation process is very tricky and can mess up a lot of things. You may find it a little tempting to do things on your own because of the scalable and user-friendly backend that Salesforce offers. However, if you’re new to Salesforce, it isn’t something that you should be doing.
Then, the question remains the same. How to ensure you have a successful Salesforce implementation?
All you need is someone that has the right expertise, years of practice, and proven success. You need Salesforce partners. This is something that we would recommend. You can anyway book your Salesforce consultation with a partner and ask them how to go about things, and they will help you.
How Does A Typical Implementation Process Look Like?
- Defining the goals: For implementation, you first need to know what you want to do. What are the pain points? What do you want to accomplish? What tasks do you need to ease down? Here, you need to tell the implementation partner whatever things you want to emphasize.
- Requirement gathering: Now that you’ve defined your goals, the broad objectives that you want to accomplish in the end. You need to precisely define the requirements. What exact things would the implementation partners do? No unnecessary information, requirements should be short.
- Development: This is the point at which the actual work starts. The implementation partners at this point of the process will start building things to suit your requirements.
- Testing: Now that the functionality has been built in the Sandbox, it’s time to test everything. Make sure you ask your implementation partner to record a demo video for you to see if everything works.
- Deployment: Once you are satisfied with the development and testing, this is the final stage. Here, the implementation partners would deploy their solution to make everything up and running.
Top Tips For A Successful Implementation
- Hire Salesforce partners with the right experience. Ensure that they have worked for the same or similar industry before. Go through their previous work, case studies, or take a demo call.
- Set clear expectations. Tell them what you are expecting at the end of the project so that they can work accordingly.
- Take time to gather your requirements, make them short and to the point.
- Test for as long as you’re not confident enough with the work.