5 Things you Should know before Implementing Salesforce SalesCloud

Salesforce is known as the world’s #1 CRM application. This powerful customer relationship management solution is intuitive, flexible, scalable, and complex and it’s constantly getting better.

You can oversee business operations, sales, marketing, finances, and more with Salesforce. Connect every department to create a cohesive system. Meet your clients where they are by giving each team a complete view of every customer. Increase revenue, delight and retain your customers, and identify new growth opportunities. While Salesforce has the potential to help grow your business exponentially over time, you need to prepare before implementing to set your business up for ongoing success. If you don’t, your Salesforce implementation will probably fail (like most CRM projects).

In this guide, we’ll cover the ten crucial steps to take before your Salesforce implementation. Following this process will empower your team to set the right expectations, adapt to necessary changes, and establish the groundwork to facilitate growth and efficiency across your organization.

Before implementing Salesforce cloud, you need to have a clear understanding of your business objectives. This will help you determine the features and functionalities you need from the platform and the specific requirements of your business. It’s important to identify what you want to achieve with Salesforce cloud, such as increasing sales, improving customer satisfaction, or streamlining processes.

Salesforce cloud is a robust platform that integrates with a variety of systems and applications. However, migrating your data to Salesforce cloud can be challenging, especially if you have a large amount of data. Before implementation, you need to consider your data migration strategy and ensure that your data is structured in a way that is compatible with Salesforce.

Salesforce cloud is highly customizable, which is both a strength and a challenge. While you can tailor the platform to meet your specific needs, this also means that you need to plan for customization and integration. You may need to work with a Salesforce implementation partner to help you configure and customize the platform to meet your needs.

Salesforce cloud is only effective if your users adopt it. To ensure user adoption, you need to provide adequate training and support to your users. You may also want to consider incentivizing users to use the platform and actively promote its benefits to your team.

Salesforce cloud is a powerful platform, but it requires ongoing maintenance and upgrades to stay up to date and maintain optimal performance. Before implementation, you need to budget for ongoing maintenance and upgrades to ensure that your platform continues to meet your needs in the long term.

Understanding what problems need to be solved and what your organization needs to work better will help you stay on track for a successful Salesforce implementation. Many organizations fail to understand that it takes many resources to implement a highly customized Salesforce solution. This is why a devoted team of specialized Salesforce professionals can help your implementation be more effective.  They can help you build and customize Salesforce to automate processes and workflows for driving better outcomes.

Often Salesforce implementation teams focus on the new features, leaving data clean up and integration as a low-priority task. In reality, this move might cause delays during implementation. Duplicate or dirty data in your system will lead to incorrect forecasts and insights that will confuse your sales team and cause unnecessary downtime to resolve. Working with a Salesforce professional can ensure data auditing and clean-up is addressed before implementation to achieve the best results.

A successful Salesforce implementation depends on adequate employee training. Salesforce is a powerful solution, but you won’t capitalize on the benefits if users don’t know how to use the system. Make sure that your employees receive proper training and are familiar with all of the latest Salesforce features. Conducting online sessions, in-person events, and providing Salesforce training videos will help employees understand how they can use the system for their day-to-day tasks.

This is one of the most common Salesforce implementation mistakes that might hamper your organization’s success. Most organizations tend to think that when Salesforce is implemented, it will run successfully on its own. But post-implementation plans are crucial for long-term success. After implementation, appointing an administrator who can continuously monitor and ensure that data remains clean and users are adopting the system is vital.

Salesforce is marketed as an out-of-the-box CRM, but realistically you need the right expertise to build Salesforce to meet your organization’s unique needs. Trying to do everything on your own with an in-house team might not help you get the results you want. Even if your organization is already using Salesforce, you need an experienced partner like Speridian to provide advice and support for an implementation or upgrade.

Salesforce Sales Cloud can truly aid businesses in smoothening their operational and sales processes and empower the entire sales team to focus on attracting more customers to their business. With its specialty of offering lightning experience, Sales Cloud Implementation will allow businesses to take full advantage of the platform, its latest features, functionality, integration, and add-ons, which can retrospect sources of getting a real return on investment.

Variance Infotech is one of the certified salesforce implementation partners, has been there for all its clients who are set to adopt Salesforce as their primary CRM platform. And those unsure whether to take Salesforce, we have a qualified Salesforce Consultant to canvas your business’s issues. Whatever your business needs are, we are here to cater to them you. You only need to schedule a call with our experts today.