Salesforce CRM Implementation – Your Business Success is Just 5 Steps Away

Workflow! Efficiency!

What are we talking about?

If you are an entrepreneur, you must have got it. And, if you did not, relax!

Let us not hold your patience more. We are talking about the pivotal elements of a successful business model. There are many more elements that are responsible in giving the wings to your business including better collaboration and consolidation, accurate forecasting, broad visibility and automated workflow. Now, you must be wishing to attain all of these. But, how?

Don’t scratch your head. The reason being, there exists a platform that can give all solutions at one destination. Any guesses?

Well! It is none other than Salesforce. Though, you got the answer to all your questions. But it does not mean that simply implementing Salesforce will give you the path to success. Instead, Salesforce implementation needs a lot of considerations and if done without it, you should not expect a rising success graph.

So, here we are going to talk about the sterling ways you must considered while Salesforce implementation to attain success in business.

Keys to Successful Salesforce Implementation

Step 1 – Map and Prepare

The first and foremost thing is to analyze the company’s goals, vision, metrics tools, resources and dependencies. Identifying these will help you saving your crucial time and heading towards the goal.

  • Organize the team size and scope of your rollout that will help determining, how much resources you would need.
  • Always try carving simple goals that can be attained easily and will let you winning the achievements.
  • Understanding data is important while moving from one CRM to another. It becomes bottleneck, if not reviewed properly.
  • Try choosing implementation approach. You can choose among widely used approaches, that is, “waterfall” and “scrum”.
  • Once, you are done with choosing implementation approach, craft the project timeline. 

Step 2 – Setup and Customize

Once requirements, implementation method and data are defined, you can proceed to set up and customize the Salesforce. Keep the initial implementations simple and prefer using “click-not-code” in contrast to Apex. However, you can enhance the application using the tools later on the basis of customer’s feedback and requiremen

You can follow the following steps to set up and customize Salesforce CRM.

  • Define security settings
  • Customize the applications
  • Create the reports

Step 3 – Deploy

Mind that your timeline should have deployment phases and associated schedule. Create and add user, load data and train users to give the kick start to the first stage. Let your users know about the changes, so communicate early. Considering the benefits to the company and users, try communicating with the executive sponsor. Once, you are about to reach the deployment, outline the deployment plan including users training and support.

Step 4 – Stimulate Adoption

Once you are going with the flow and about to reach the goal, it is immensely crucial for you to get the users on board. So, always measure adoption, support users and encourage adoption. Initially, the sponsor should clear the enthusiasm and expectations. Further, track the usage using dashboards and exception reports as that will help you understanding the need of enforcement or encouragement.

Step 5 – Manage Releases

Bingo! Successfully, your Salesforce CRM will get live, but what’s next? You need to start with the new cycle of planning for the next phase. It is required to make the new functionality available to add value and respond user requests.

So, pin the point that release management should take place after the initial deployment. This practice would help the end users to know that you are addressing their request and requirements.

Summing Up

Undoubtedly, it can be stated that Salesforce CRM is facile to set up, but a little wisdom of considering running, planning and preparing will pave you to the path of  successful implementation and ultimately the elevated business growth.

Get started with securing the executive sponsorship to maintain the support. Proceed with setting up and customizing the application to attain the company’s goals. Keep the process up with continuously revisiting and optimizing the application, building and refining the metrics.  

Above all the concerns, always mind end users and overall vision. And, another good news is, whether it is before, during or after the implementation, SFDC will assist you with a plethora of resources all the way to your success.

HyTechPro, as a Partner

HyTechPro is one of the leading Salesforce service provider firm serving varied enterprises including healthcare, insurance, banking and finance across the globe. We have built a series of custom frameworks to help enterprises with their digital transformation journeys. Our experts will let you identify where do you stand in the marketplace, what does your enterprise need and what will be your transformation journey map.

Our other expertise are:

  • Business Intelligence
  • Digital Transformation

Come forward with your idea, if you have any or let us give an opportunity to develop a provoking solution for your enterprise.

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