Some Challenges in Salesforce implementation

 

Without a doubt, Salesforce is known as one of the best CRM platforms available for all kinds of business. However, like with any other tool or software, companies may face several challenges when implementing and integrating CRM into their IT environment. In this article, we’ll cover the most common issues and challenges faced in the Salesforce project and how to avoid them.

Salesforce Implementation Challenges

Costs

The price of implementing any software has always been one of the biggest concerns of any business owner. Will this investment pay off quickly? Is it worth using this tool at this particular price? To answer these and other questions make sure to learn more about Salesforce before consider applying it to cover your needs. It is worth addressing all of your concerns to Salesforce consultants to get a full picture.

Choosing your Salesforce Integration Partner

Even though Salesforce has a great number of out-of-the-box solutions, we think they might not be as efficient as the individually customizable ones. Find a perfect Salesforce partner to walk you through all the pros and cons of CRM, as well as to tell you more about the options available for your specific requirements.

Implementation Problems

As soon as you’ve found the right partner, it’s time to talk about the implementation of the new software. CRM implementation can be challenging due to a great number of functionalities and tools available within a single platform. Not all of these features are needed for your particular business case and there is no point to pay for something you won’t even utilize. Customization plays one of the biggest roles in this case as it allows you to pick only functionalities that are beneficial to your company.

Salesforce Integration Challenges

Integration with the company’s existing software and other third-party systems could be challenging. Enable seamless integration between Salesforce and other tools used within your organization to exchange valuable data and get extra functionality. Make sure to come up with a proper integration strategy with your partner to decide whether any of the existing software will be used even after the Salesforce setup is finalized. This particularly concerns paid tools. No need to overpay for a tool whose functionality is fully covered by the new CRM.

Data Migration and Data Quality Issues

Salesforce is a cloud-based solution which means that all of the data is stored in the cloud. If your company’s information has been previously stored on physical hard drives and servers, the first step would be to migrate all of this data to the cloud. If you are switching to a new CRM, proper migration should also be executed by data migration specialists. Make sure that all of the data is complete, and there is no duplicate data in the system. In this case, a dedicated team of data experts will help you to prepare data for migration and make sure no information is lost.