5 Tips for Launching a Successful Salesforce Implementation

April 20, 2018by Shreshth Tiwari

Digital revolution is transforming every industry. Enterprises are facing technological changes whose impact is revolutionary. A Gartner report says that 72% of customer interactions will evolve around emerging technologies like AI, chatbots, IoT & applications. As customers are more connected than ever before, not working or optimizing your CRM is no longer an option. A poor CRM is a missed business goal. Customers are more open to communicating with service providers through technology. So, if you don’t develop a sound CRM foundation, your customers will pass you by.

Wherever you are in your Salesforce journey, ensuring that your implementation process is powered by top-notch architectural practices is extremely crucial. The blend of features and functionalities highlighted in the release roadmap represents more than just business requirements. This must reflect how everyone in the team should work together in order to transform the customer experience. Salesforce consultants offer strategic and technical guidance on successful Salesforce implementations. This article will not only consider points which will help an organization successfully implement Salesforce, but also the groundwork that propels innovation.

Data: The Foundation Which Drives Innovation
Having a central view of your customer data across business units, localities, specialties, and real-time interactions is no longer a CRM dream. Beyond managing your customer data in a technically sound and scalable manner, you must identify ways to map business value to org design, duck technical debt, and develop for the future needs.

Aim High: Start Small
To achieve bigger milestones, start small. Adopt innovative technology, and increase productivity. Enterprises need a clear roadmap in order to implement Salesforce and evolve platform governance and contemporary development practices at an enterprise level. The implementation goal must be to deliver solutions with speed and flexibility.

From securing executive sponsors and managing architectural reviews, driving change management can decide the success of an implementation project. Salesforce consultants can help you identify the right stakeholder engagement models to drive adoption and maximize platform ROI faster.

Even if you have the capability to deploy a large set of features and functionality at a time, you shouldn’t do this. Prepare a roadmap for roll-outs. Discuss with the stakeholders and understand how they can pick things up. A phased development and implementation process can unify your digital goals.

Organizational Collaboration
If you want to achieve quick values from your Salesforce implementation, you need wider operational changes that influence organizational collaboration & culture. Salesforce consultants can help you understand how cross-LOBs collaboration & Salesforce integrations drive transformative organizational changes.