A Comprehensive Guide for Salesforce Implementation
- April 14, 2021
- 8 minutes
Salesforce implementation is challenging. If it is executed with perfection, it can deliver immense benefits for the organization. On the other hand, if the implementation of Salesforce CRM fails, it is certain to cost huge to the company. In short, it’s a blunder to take the implementation part lightly. It needs proper strategy making.
Anyway, before delving into implementation, it is essential to address the basic aspects, i.e., the ultimate aim, readying the team, fixing the budget, and deciding about the vendor. Only after having clarity on the above aspects, one can go for implementation. Provided below is a complete step-by-step guide for those interested in salesforce crm implementation.
Establish A Company Profile and A User Profile
First of all, one needs to establish the company profile taking the key factors like language, fiscal year, etc., into account. The next step is to develop user profiles for having control over the way users can check the details and the permissions they are allowed, along with the details of data access.
Do The Needful Customization With The Salesforce CRM?
It is possible to use Salesforce along with the features built-in with it. But, customization is essential to meet a specific goal. These things or goals need to be fixed before delving into execution. In most cases, the Reports feature is felt essential to be customized. However, one may customize the Fields feature and Layouts as well.
While customising Fields, change only the standard fields. Otherwise, one may prepare from the very start. It is good to provide the names of fields that the user can easily understand. For customisation of Page Layouts, one needs to clarify how it has to appear for the users. To customise the Reports, one should go with a standard report and customise the same as per the desired layout.
Post customization of Salesforce, it is time to add users. In this context, one may import data and combine the same with the right user. Most importantly, there must be clarity regarding the way the certain user will check certain data. Simultaneously, there must be proper clarity about things they are allowed to do in the application.
Bring the Data In
Make use of the native wizards, part of the Salesforce CRM, to bring the data. It is suggested to have a demo before going for the final import. After achieving an up-to-the-mark test result, one may import the entire file. Most importantly, don’t forget about validating the data to make sure that the imported data belongs to the right fields and is available incorrect format.
So, this completes the set-up of Salesforce CRM, including its customization for the organization. The next step is about making the users all set to get adapted. However, this should not be done randomly. Rather, there needs to be a proper plan. To be specific, one needs to work on the following aspects.
Provide Needful Training
Irrespective of the perfection while the implementation is executed, it all goes to waste unless the user is well trained. Several users are going to use the CRM with different aims. Hence, one needs to plan the training as per their roles. The content needs to be relevant and engaging at the same time. Most importantly, it must provide a hands-on exercise guide. One may use the slide shows or guides by their availability. However, those who are not willing to create their material may go with various portals as well.
There should be utmost clarity on this from the planning level itself. It’s crucial to make sure that the users witness and deal with responsibility and bank on the organization’s leadership all through the quest of implementation. Leadership here is referred to anyone from the management level or someone holding expertise in Salesforce CRM execution.
Have an Admin
It is obvious to have an admin for handling the Salesforce CRM platform, including data modification, installation of latest applications, deriving reports, etc. In large organizations using thoroughly customized CRM having several modules, it is often felt essential to have multiple admins to distribute the tasks. As per the explicit needs, one may hire an employee on a full-time basis as well. Apart from this, one may consider freelancers and consultants as well. However, it is important to ensure that the admin consultant you go with agrees to offer a minimum of 20 hours every week.
After each of the mentioned above steps followed, it’s time to go live with Salesforce CRM. You can ensure a smooth launch by following the mentioned above steps.
- Prepare a proper announcement of going live, and don’t forget to congratulate everyone who took part in the training. The best recommendation will be to prepare a Chatter post for the announcement.
- Make the entire set of training material part of the Chatter group.
- Welcome the feedback of people and also ask questions.
- Provide needful support for the users and help them adapt to the system upon providing key details on the system’s features and its advantages.
- Inspire other users exemplifying those who have shown excellence.
- Keep track of adoption and analyze things to figure out things that are not working.
Don’t Ignore Post-Implementation Support
So, this completes the go-live session as well. However, the users might look for various additional support and training to get accustomed to fresh solutions. Hence, it is important to ensure that the service provider should develop post-launch support services for effective bug fixing. Most importantly, they need to ensure availability and deal well with the evolving user demands and issues.
At GetOnCRM Solutions, We help customers to get their CRM off the ground with a professional Salesforce Implementation process catered to their specific needs. Contact us for any Salesforce requirements. Salesforce CRM can help to increase your business ROI in various ways. With valuable business insights, accelerating the growth of your business becomes simple and easy.