How to Develop Salesforce Rollout Strategies 

 

Salesforce rollout might be challenging and a smart strategy can ease out the pressure as well. No enterprises want to complete Salesforce implementation process without a rollout strategy, if they do that, it can be disastrous. A well-planned rollout strategy helps enterprises avoid unwanted pitfalls. 

Salesforce rollout Phases and Guidance

Salesforce rollout strategy has three phases such as plan, execute, and evaluate.

Enterprises should establish a neat and clear objective right before spending money in purchase of Salesforce products. Having a detailed roadmap will help any company and all its sections to meet its goals. The Salesforce implementation team has a responsibility to run a complete audit in collaboration with an outside consultant to identify the current status of their business processes. Before starting implementation process, they should understand current state of their system. When you have deep insights over business roadblocks, you can overcome the challenges and come out of troubles during the implementation process.

Phase 1:

  • Import data, accounts and existing pipeline for common account and opportunity management

  • Establish a chatter group for CRM of Salesforce training and project interactions

Phase 2:

  • Upload existing opportunities, leads and start tracking leads from all the sources

  • Establish campaign management to track each touchpoints

  • Establish competitive chatter groups

Phase 3:

  • Start tracking client or customer issues by onboarding the service team.

Enterprises may refer Salesforce Getting Started Workbook, which is useful for their rollout strategy.

All the Salesforce CRM users must have an experienced implementation partner when they go for implementing Salesforce successfully. The Salesforce implementation partner will take the complete responsibility of rollout plan after getting complete data about their current data storage and what the new Salesforce product to do. If enterprises try to complete a rollout plan by its own, it takes time to finish off.

Enterprises have to follow above-mentioned phases in order to avoid unwanted issues in the rollout and implementation processes respectively. 

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