Tag: salesforce implementation


Top Five Reasons Why your Salesforce Project Might Fail

Today, Salesforce is one of the top business-critical applications for various enterprises. The world’s #1 CRM platform has been helping businesses of every size to connect their customers in a whole new way across sales, customer service, marketing, communities, apps, analytics, and more with Salesforce Customer 360. 

To get the most out of your Salesforce investment, you need to take some precautionary measures before & during the implementation process. To be precise, you should have a team of certified Salesforce experts who understands the Salesforce system, how it works and how it can help your business thrive. Platform expertise and industry experience will certainly make the implementation easy and error-free. 

Talking about the platform, Salesforce is one of the most flexible & easy-to-use tools. But it’s quite surprising to hear stories around failed Salesforce projects. It’s easy to blame the Salesforce system and not analyzing what went wrong during the implementation or how well the people working around understood your business needs. 

With over a decade of experience in the Salesforce ecosystem & over 80% Salesforce certified professionals, CEPTES has been one of the pioneers in offering seamless Salesforce implementation solutions to leading enterprises. We have worked with businesses of every size and successfully helped them get the highest ROIs by nailing down the reasons for project failures. After working with over 150 customers, we have listed out the top 5 reasons behind a Salesforce project failure. 

ALSO READ: How to use Salesforce with a small team?

  • Lack of focus on the core users & primary requirements

Every tool needs to be customized & focused for the end-user and the same goes for Salesforce. While planning Salesforce implementation, a majority of the enterprises establish a certain set of business goals that they want to achieve with the CRM. However, they skip considering the end-users and their needs. This is one of the primary reasons for a Salesforce project failure as enterprises’ land up by wrongly focusing on the requirements of non-core users. While implementing Salesforce, you must focus the end-users and how Salesforce can help them.

  • Not choosing the right Salesforce edition

Though this sounds a bit dubious, we have seen businesses not getting ROI out of their Salesforce investment because of choosing a wrong Salesforce edition. If your business demands an Enterprise edition license, don’t settle for a Professional edition. This might help you save a few dollars on the license cost, but in the long run, you will end up paying a huge cost to improve usability. 

  • Trying to achieve everything in one shot

The simple mantra for a Salesforce project success is to keep it simple. Often enterprises try to achieve everything with Salesforce which makes their system too complex. Though Salesforce is a very flexible tool and can be customized to any level, we have seen successful enterprises use specific Salesforce product to do a specific task (Sales Cloud for sales automation, Marketing Cloud for marketing campaigns, Service Cloud for customer service, etc.). Making the system complicated downgrades usability & performance. 

  • Not investing time on the user training

Let’s accept it – ‘We don’t want to spend a lot of time & cost on training’. But, if you want to make your Salesforce implementation a success and get the most out of it, then you have to invest in user training, as they are the actual ones who will use the tool. If your end-users are equipped with all the skills & knowledge, they can take your business to a whole new level powered by Salesforce. Salesforce is a vast ecosystem that continuously introduces new features and functionalities. It is important for your employees to up-level their skills on a regular basis to enable your system to give you the best results. 

  • Absence of a full-time Salesforce administrator

Salesforce is an exciting journey and you need to instil fuel to support it regularly in order to enjoy the ride. A Salesforce admin who can own the system and offer continued support is far more important than the initial implementation. To make your Salesforce project a success and to get the best results, you need to hire a full-time Salesforce certified administrator, who can always ensure that the end-users are accurately supported, and trained. Admins can roll out new features and confirms that you get the desired value from your CRM. 

CEPTES is a Salesforce Consulting Partner and leader in offering end-to-end Salesforce Cloud implementation, integration, migration, development, support services along with Einstein Analytics and Lightning Services. Our Salesforce certified resources can help you get the best from your CRM with a seamless implementation, integration, and support. With our decade of experience in the platform, we understand how the CRM works and how it can help you with your specific business requirements. Get in touch with us now to start your journey in the world’s #1 CRM platform. 

ALSO READ: How Salesforce CRM can improve your Sales?

Salesforce Consulting

Why you need the best Salesforce Consulting firm for your CRM Implementation?

Regardless of the industry you are operating, or the size of your business, customer relationship is a critical factor to achieve business success. Building and maintaining firm relationships with customers is one of the core business goals of any enterprise. The idea of a CRM (customer relationship management) system is certainly easy to agree with, however implementing it in your business model is a big leap.

When it comes to implementing the most powerful CRM system, it is an easy pick for any business to go for Salesforce, world’s #1 CRM provider. Salesforce CRM can supercharge your business by offering an intelligent approach to store and manage your customer and lead information. It supports your sales and marketing team to increase lead pipeline to acquire new customers quickly. This also helps your service team deal with your customers in a more efficient way to keep them engaged. In a nutshell, Salesforce CRM does it all in one integrated platform by keeping your entire business connected with a very minimum IT involvement and driving your business quickly towards growth.

As valuable a CRM system can be, implementing it into any business model can sometimes be tricky. This involves risk, time and cost. And that’s where the need of a top-notch Salesforce consulting firm comes in.

Salesforce CRM implementation involves multiple steps. You need enterprise-level expertise to follow these steps for a seamless implementation. A typical Salesforce CRM implementation involves below steps;

  • Planning the integration process
  • Educating your team
  • Preparing data
  • Migrating data
  • Tracking progress
  • Updating and communicating

All these six steps can be summarized in 4 processes: (i) Prepare, (ii) Set-up, (iii) Engage and (iv) Extend. Implementing any new software always face some bumps as it takes some time for a team to adapt. This transition becomes smooth with a registered Salesforce consulting partner firm who can help your business as well as your team to get through this process.

The implementation process with the best Salesforce consultant begins with exchanging ideas and setting up goals. The consultant meets with your project team to determine your company’s specific goals and requirements. It is very important to set your goals from the very beginning, as well as to make your Salesforce consultant understand what are your expectations from this implementation. This process is typically called an information gathering process. A Salesforce expert can help your team identify processes which can be streamlined or refurbished to ease the transition to a more advanced work environment. Only a Salesforce expert can better able to help you understand the various functionalities of the CRM and will help you choose the most suited features for your business.

Each system transition differs from business to business. Even the CRM features that one enterprise require may not be essential for some other enterprise. Only a Salesforce consultant has the CRM knowledge, expertise, industry experience, and technical understanding to take you through this journey. A registered Salesforce partner company or a certified Salesforce consultant can ensure relevant actions has been taken to mitigate any kind of risk involved during the data migration or CRM integration.

A certified Salesforce consultant will set clear milestones which will help you track your progress and this will also accelerate the work so that the implementation can be done within the predefined time. Once you are done with the implementation, the most challenging work for a Salesforce consultant starts. Initially it could be a big task for your team to work effectively with the new CRM. As we know no one like changes at the beginning, there is always a risk of losing productivity. A Salesforce consultant and his support team can offer crucial post-implementation training and support to help your team understand the CRM and its functionalities. This will help you accelerate the CRM adaption process and will make your team productive.

Salesforce consulting companies can help you in setting up the dashboard, automating the system, project tracking, email setup, lead management process etc. They can also help you customize features as per your specific requirements. The best part is the support service. An efficient Salesforce partner company offers support services which can help your IT team and admin tackle any kind of issues when occurred.

You can experience a smooth transition and get the best out the world’s #1 CRM with the help of the best Salesforce consulting firm. This will enable your company to enhance business efficiencies, reduce operational costs, improve customer service, and will empower you to face the complex challenges in today’s ever-changing business world.

CEPTES – A Registered Salesforce Consulting Partner

With our 10+ years of Salesforce platform experience and after delivering 250+ projects across the globe, we are the first choice registered Salesforce consulting partner for Salesforce CRM implementation for enterprises across varied industries. Our team of Salesforce experts has proven expertise and experience to manage complex implementation projects. With over 80% certified Salesforce professionals, CEPTES can help you in a smooth Salesforce CRM implementation. Get in touch today to avail a free consulting session.


5 Tips for Launching a Successful Salesforce Implementation

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.


Concord Box Implementation with CEPTES

As companies move towards the clouds, a complete new generation of software are being implemented. Hence, implementation is becoming more organized and effective in its cycles. Real-time data and analytics are being used for correct implementation. Hence, Box Implementation can more efficiently leverage precise solutions and effective integration.

The Box Implementation is no easy plug-and-play system to accomplish, but requires deep understanding of both Box and implementation process, and as well some coding around it. Concord, one of the leading market leaders, wanted to achieve a solution to create multiple folders in a hierarchal structure in Box.

Here CEPTES played a very important role, with lacing this implementation on spot with Concord. The requirement was for a solution that could indeed help them create one proper hierarchal structure. They were looking to build and implement the following:

  • Child objects folder should be created under the parent object folder in a hierarchy and not at the root folder
  • While creating Child object folders, that additionally defined sub-folders to be created within the object folder in Box

One of the major business challenge Concord’s was facing was that Box does not support directly to create any child object folders under the parent folder. When a ‘Create Folder’ is clicked on the child object it always creates the same at the root folder in Box. Whereas, they wanted to automatically create certain sub folders under the parent and child object folders.

The current Box folder structure:

There have been some more challenges, faced by Concord owing to which the implementation was becoming more and more unproductive. Primarily Box supported oAuth way of Authentication which is window based and does not support direct API. Another was that the access token needs to be activated/updated on timely basis

However, CEPTES with agile methodology and certified professionals, finally found a solution to the complex implementation process. CEPTES with its customized solution over Box, took over the issue of folder creation.

CEPTES provided a customized solution on top of Box to allow user to ‘Create Folder’ at the child object level which will be created under the parent object folder in Box. A solution to configure the sub folders creation within the object folders dynamically without manual intervention was also provided.

The solution of CEPTES:


  • Configure any sub folder using the custom settings
  • No customization required if any new folder or sub folder must be created


plan budget for salesforce implementation
CRM, Salesforce

How to Plan and Budget your Salesforce Implementation

The truth of business enterprise is that investing in Salesforce CRM can be categorized as one of the best decisions. Salesforce is there to create a deeper relationship with customers, which helps in the growth of business firms. The payoff, however, depends completely on the creation and execution of the Salesforce implementation as well as the integration plan.

Research has found that around 63% of CRM initiatives fail. In fact, people issues made up almost 40% of the total CRM failures, according to a Forrester survey. All these matters together include inadequate training and also change management, which ultimately leads to poor user adoption.

Hence, ensuring a successful Salesforce implementation, which will yield a faster ROI demands an implementation plan involving all the essential factors.

The more you know, the minimum number of surprises you get!!

The Salesforce Implementation Approach

Before even delving into the costs, it is highly important that you should understand your implementation options. It is a fact that software cannot get installed all by itself, so it is essential for organizations to choose from two main approaches for installation and roll out:

  • Do it by yourself
  • Consult a Salesforce, implementation consultant

The do-it-yourself approach is often said to appear less expensive for a short-term period. But it tends to be one of the most frequent causes of ruined implementation. Even in cases where an organization hires an employee solely dedicated to Salesforce, he will not have the deep implementation experience, which most of the Salesforce integration partners have.

In fact, most of the successful organizations engage Salesforce experts, who use the best practices in every implementation. All such partners have performed many implementations in different ways.

Evaluate the Factors in Salesforce Implementation Planning

Regardless of your implementation process, Salesforce should always be adapted to fit your organization and all its processes, and not the other way around. Since, Salesforce contains many possibilities, one type of plan or price will not be a fit.

There are some important questions, which will help you create an effective Salesforce implementation plan. They are the following:

  • What existing systems does the organization have?
  • What is the sales process?
  • What sources of data does the organization want to migrate to Salesforce?
  • What solutions are needed to optimize Salesforce?
  • Will there be an existing application or a custom solution?
  • How will the users and administrators receive support when they are in need of a solution?
  • What is the procedure for getting a support request?

Estimate Costs of Salesforce Implementation and Integration

Salesforce implementations usually come with licensing costs and as well software ownership or the leasing costs. Travel expenses may become a factor depending on whether the consultant needs to move or even if the employees go offsite for training.

Fees and services are always said to include time and materials. The number of people involved in the implementation and the training will undoubtedly impact the budget. Hence, entirely depending on an organization’s Salesforce needs, the entire implementation could take the form of the bundled quote for a quick start implementation, or it could even be priced as a fixed estimate for the more complex implementations.

Hence, it can be considered that it’s critical to get the right people, especially the users to get involved during the discovery phase. Organizations, who introduce such features can always reduce the cost by gathering information both internally and also in the marketplace.

Any Salesforce development will always affect the price. The simpler the requirements, the cheaper will be the implementation cost. To simplify the setup requirement, it is always essential to make a list of requirements. For each element, it is required to note whether it’s a must-have, important, or nice-to-have. This will immediately nail down all the must-haves and help you the cost and complexity of the requirements.

Most important of all, it is important to ensure the implementation plan, which outlines the process for rolling out Salesforce across the organization. This is where the entire training and support comes in. Organizations who skip on training are often led to pay the high price of owning a great system that no one uses.

Implementing Salesforce – Key Considerations to keep in Mind
CRM, Salesforce

Implementing Salesforce – Key Considerations to keep in Mind

In every business, the experience gathered from previous occurrences is important to consider. These are some information, which is handed down from one person to another and the process never changes. However, the question that every business needs to ask is, whether it is done in the best possible manner or whether there is room for improvement.

There are many platforms where you can think about improving your venture. However, when the question comes to considering a platform like Salesforce.com few aspects must be taken into account to make improvements whenever required.

Let us have a look at few of the considerations:

  • What does this process involve?
  • Why should the organization do it in this manner?
  • Is there any way in which the process can improve?
  • Is the process anyway documented?
  • Can any staff answer the most fundamental question, which is; Why is it done this manner?

If the answer to any of these issues is either no, or comes as maybe, it is high time for you to evaluate and find more efficient ways to improve your business. In any business,

it is highly imperative to access both how and why things are done in a current manner, before implementing any new system. When a business venture goes through such significant change, it’s the best time to improve the processes. A business always has some room for change and improvement.

As we go ahead with the Business process documentation, it can be said that it is an essential part of identifying the future achievement and also the goals you are looking forward to implementing. If your business has a clear understanding of the result, there is always a positive attitude for a new implementation. However, to have a complete knowledge of the result, one has to understand the process that is followed by the current scenario and reason behind following the same.

In order to implement a new system like Salesforce, it is primarily necessary to comprehend the future perspective. If the target is to achieve an improvement in the sales process then, one needs to understand the drawbacks of the current Sales process and accordingly plan the further developments. In this way, there will be better chances of achieving success.

Visual representation of any business is always a better source of adoption in comparison to any other source. When you are documenting any new process, it is important that you should implement it as per your business needs and demands. In execution of a new system like Salesforce, it is imperative to have the correct business processes in place. Analysis of right business processes always makes sure that one gets most out of their new system and as well improve the business potential.