Steps for Smooth Implementation of Salesforce Solution

Salesforce is a complex CRM platform with many different products and an almost limitless capability for customization. That’s why planning and getting input from the system’s future users is important for building the right platform for your organization’s needs and achieving software ROI on the investment.

Here is a 6-step framework for organizations to follow to help support a successful Salesforce implementation project:

1. Identify what you need (and want) from Salesforce

Start by asking each department to compile a list of their responsibilities, recurring tasks, sales processes, and workflows. Based on the answers, you can determine which areas of the organization can benefit from implementing Salesforce and what they need Salesforce to do for them.

2. Create a budget

Salesforce implementation costs vary widely, so your strategy will depend largely on your budget. Now that you have an idea of what you want to get out of Salesforce, you can begin to research the different options and costs.

3. Find the right expert for your needs

Official Salesforce implementation partners aren’t just experts when it comes to Salesforce; they each have their own industry expertise that will influence what they offer organizations. Look for a partner who has experience implementing organizations of your size within your industry.

Trailhead has a 10-minute course on choosing a Salesforce implementation partner that can help you jump-start your search with key skills to look for and a list of useful questions to ask.

4. Plan your organizational change management strategy

Getting your entire workforce comfortable with a new CRM can be difficult, so it’s your responsibility to ensure employees have everything they need to adapt to the new system. If you want to give your organization the best chance of success, putting effort into your organizational change management strategy is vital.

Start by actively seeking out your employees’ opinions via surveys and setting up a system so employees can ask questions and submit feedback as early in the change implementation process as possible. For the most honest feedback, make sure it’s an anonymous system. From there, strategize your Salesforce implementation roll-out and your communication plan.

5. Migrate your CRM data

To get your new Salesforce CRM up and running, you’ll need to move any data you want to have access to into the new system.

6. Provide proper CRM maintenance & support

Salesforce implementation is an ongoing process. There will always be updates and changes, so plan to maintain your CRM. Your Salesforce implementation partner will likely help you set up your organization’s ongoing maintenance. You’ll also need to do regular reviews of your processes and workflows in order to make changes as needed.

QR Solutions a leading Salesforce partner offers a strong hand to many businesses around the world in fuelling their revenues by helping them to integrate & implement a top-notch Crm systems, such as Salesforce.