A Checklist for Successful Salesforce Implementation

Customer Relationship Management (CRM) has grown into a core platform for every business. Finding the right CRM system for your business is a daunting task. You need to ensure that the system not only delivers data to the right people for analysis of customer behavior, but it also enhances the business rather than hinders it. One of the typical goals of a CRM implementation is to improve your sales process, and therefore increase sales. However, how can you ensure that your sales team is maximizing the benefits of your CRM system? Here are five tips on implementing Salesforce CRM to improve business efficiency.

1.Define Your Goal

If you have decided to implement Salesforce CRM, you need to set goals for your business and your sales team. Ask yourself the following questions.

  • What needs will I address through Salesforce?
  • What do I want to accomplish through Salesforce? 
  • What problems will Salesforce solve?
  • How does the platform solve these problems?

Keep your goals as tangible and as exciting as possible so that your sales team will have something to look forward to daily.

Make sure that they have some form of measurement, so that you can accurately define them as achieved or not. SMART goals are always helpful here.

2.Build Your Team

Having a vision is only part of the journey. It would help if you built the right team to implement Salesforce CRM successfully. First, hire the right people. Instead of struggling with unwilling and unethical employees, select a motivated and intelligent workforce from the beginning. You also need an executive sponsor to lend his influence on Salesforce implementation. Appoint a project owner to lead the implementation.

The project owner should understand your business to help you integrate Salesforce CRM successfully. You should also select a system administrator to oversee the day to day running of Salesforce. Lastly, you need to identify your power users to meet the needs of the end users.

Having these people identified and engaged early helps with not only scoping out the platform, but is also critical with adoption. After all, if this core group of people don’t feel included, how are the rest of the business going to engage?

3.Data Integrity is Everything

Salesforce Sales Cloud will provide the best results when fed with the right data. Having insufficient or irrelevant data goes against the point of implementing any CRM system. Data can become compromised in several ways. People can make errors during data entry, changes can occur during transfers, viruses can alter data, and hardware can crash.

You need to consider your current data sources, such as spreadsheets, and assess them for errors. It is also essential for you to review your data needs and determine how often you interact with specific data sets. Salesforce provides an enormous array of data fields, but capturing each field is time-consuming. By prioritizing your data, you will eliminate irrelevant data sets.

Making the right data easy to find is one of the key benefits that a CRM offers, after all garbage in = garbage out.

4.Knowledge is Power

Your business will reap the benefits of Salesforce if you understand how to use it. Your teams should familiarizes themselves with the system and the benefits of what a CRM offers. Have your employees attend webinars and conferences where they will receive training on using Salesforce.

Alternatively, you and your team can use Trailhead, Salesforce’s online training program ran by Salesforce experts. Trailhead offers a HUGE amount of resources for everything from the basic, to the most complicated. All divided into learning streams to make things easy (and fun) to find and complete.

Lastly, you can partner up with Cloud Industry for training and advice for your staff on how to maximizing Salesforce. This may also include face to face, remote, or guidance through Trailhead as appropriate.

5.Communicate with Your End Users

Communication is critical for successful implementation. After launching and implementing Salesforce, you need to get feedback from the team interacting with the software every day.

Their feedback will help you understand how they are implementing the CRM and if they are responding positively to the change. Be sure to address everyone’s concerns by selecting an IT team that anyone can approach openly. By creating an environment where all queries are relevant, your employees will respond positively to the change and open their minds to learning.

Cloud Industry for Salesforce CRM

Finding an industry leader to implement Salesforce for your business is a sure bet for success. Thanks to Sales Cloud, you can now access Salesforce as a Software as a Service (SaaS). Sales Cloud further secures your data and also provides access through a mobile app. Contact us today – Cloud Industry, your guide through the maze that is CRM.

2019-12-17T14:20:57+00:00December 17th, 2019|
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