Steps to Take Before Fully Engaging in a Salesforce Implementation

 

Implementing Salesforce is a notoriously complex process that has a reputation for humbling even the most skilled teams. 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 in the investment.

In fact, CRM implementation projects are known for having a failure rate of anywhere from 30 to 70%. But you have the power to make your software implementation and rollout a success. How you approach planning, implementing, and training will all impact the success of your CRM implementation project.

Enterprises undertaking a Salesforce implementation should plan carefully, invest in the right partner(s), and include the needs and concerns of their end-users in change management process as much as possible — including all affected employees in the planning and roll-out will increase your chances of a successful Salesforce implementation.

What are the 8 steps for a successful Salesforce implementation project?

  • Identify what you need (and want) from Salesforce

  • Create a budget

  • Find the right experts for your needs

  • Plan your organizational change management strategy

  • Migrate your CRM data

  • Roll out features gradually

  • Invest in employee training

  • Provide proper CRM maintenance & support


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