5 Tips for Successful Salesforce CRM Implementation

Whether you are a startup discovering the right growth track or you’re an established small business with a good market share, you need proper planning, commitment, and an active team when it comes to opt for Salesforce CRM.

Though Salesforce CRM is easy in terms of setting up, but good planning and preparation is an essential to make the implementation hassle free and more fruitful!

Here I will discuss the 5 tips to make your Salesforce CRM implementation successful.

Successful Salesforce CRM Implementation main image

1- Plan in Advance:

It’s important to plan earlier, because it will not just save your time and resources, but will also make sure that the implementation goes exactly according to the company’s vision and goals. To do so:

Get the team onboard with a proper hierarchy, i.e. nominate the junior and senior executives, a team lead and a project manager and of course a trainer, as you need one to identify relevant materials from salesforce or develop custom training materials.

Do set realistic goals while planning, by identifying how Salesforce CRM fits into your overall corporate mission. Build a project timeline and set priorities accordingly.

2- Take Help of an expert in implementation:

Once the requirements are defined and you understand your data and even choose an implementation method, you need an expert advice for setting up and customizing Salesforce CRM.

If you decide to do it yourself, it’s recommended to keep the initial implementation simple, but if you don’t want to wait, salesforce CRM implementation from Сustomertimes should be the right choice.

Also make sure that security settings are rightly defined!

Successful Salesforce CRM Implementation

3- Keep Users Posted:

You must have included this in your planning phase, however, it’s important to keep your users updated about any downtime or outages during deployment phases and associated schedule.

It’s important to communicate all the updates a bit early, i.e. a week or so and the second reminder about 24 hours prior to the deployment.

4- Educate the Users:

At first encourage your users to use the updated system. As soon as they start using it, the better and quick testing can be done on your end and the issues can be resolved as well.

Then educate them, by providing FAQs as well as a contact detail for answering questions. It’s important, because the more they use the application, the better chances you have to upgrade your support process.

5- Do It Step by Step:

Don’t just try to have it all at once. Let the features come step by step. It’s good not only for you making management easier, but is great way to keep your users interested in knowing what’s coming next.

Bring your own functionalities as well as something to respond to user requests. You can do it in any possible way, but being regular in releases is a great way to keep your users engaged!

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