A Step-by-step Guide to Successfully Implement Salesforce

Salesforce is one of the world’s most prevalent and persuasive Customer Relationship Management (CRM) solutions for marketing, sales, and service. Being one of the leading CRM systems in the world, Salesforce assists enterprises to streamline their business operations on all fronts of customer relationships along with sales and marketing. From tracking their customer’s activity to marketing automation, Salesforce offers a great value to businesses across industries.

“Customers implementing Salesforce Cloud report an average of 45% higher customer satisfaction, a 37% increase in revenue and 43% better ROI post-implementation.”– Salesforce.com

However, implementing Salesforce successfully and effectively is a major undertaking. With a proper Salesforce implementation, you can not only strengthen the relationship with your customers but also gain an improved competitive edge.

Don't forget to check out: 5 Salesforce Implementation Mistakes And How To Avoid Them

The key to a successful Salesforce implementation is to recognize the biggest mistakes and avoid the common roadblocks that delay your ROI. Having a planned implementation strategy helps in mitigating the top issues encountered. Listed underneath are some common mistakes made by organizations during Salesforce implementation that could be corrected easily with the right strategy.

Not choosing the right implementation partner
Devoid of post-implementation plan
Incomplete and over-complicating requirements
Failing to receive internal buy-in
Not investing in Salesforce administration
Pulling the raw data incorrectly
Absence of clear business goals and vision
Focusing on non-mission critical areas
Failing to clean-up data and migrate it

This is why our experts bring to you all the vital information on Salesforce, from post-implementation roadmap to a step-by-step approach to implementation in the form of this whitepaper.

Check out another amazing blog by Softweb Solutions here: Why Everyone Should Integrate SharePoint with Salesforce