5 Steps For Successful Salesforce CRM Implementation


Businesses pertaining to all scales of operation and belonging to all industry sectors have been using the platform of Salesforce CRM for handling their valuable customer database.


Salesforce offers the users with distinct tools, features and platforms that help you sales team in making sense of the seemingly random and complicated data. It also provides you a valuable feedback by analysing relevant data, helping you in making productive business decisions.


However, the process of Salesforce implementation is not as easy as it looks. Salesforce is a fairly complicated CRM platform and you need to be well-versed with numerous aspects in order to implement it within your business organisation. You cannot afford to make any mistake here as it may have certain long lasting implications.


Salesforce implementation guide


Make Constructive Plans


None of the CRM implementations can be done without making suitable plans. This is the first step any developer should take in order to implement the platform of Salesforce CRM in a business organisation.


A plan can be defined as a blueprint of business activities that are to be carried out in order to reach the projected vision and goals. When it comes to implementing Salesforce, you need to clearly define the goals, vision and all the important metrics pertaining to the client organisation. Every business functions in a distinct manner and it is important to understand that you will have to make unique plans for Salesforce implementation in different organisations.


Another important aspect to be considered in the stage is that or organising your team. Without sufficient technical expertise and human resource, you will never be able to implement Salesforce successfully. Here are some of the key designations that should be assigned to carry out Salesforce CRM implementation:


It is also important for a Salesforce expert to work with their client and build an efficient project timeline. This would help you put all the important processes in perspective and provide you with a solid base for implementing the platform of Salesforce CRM.


Customising Salesforce CRM


Once you are done with charting out elaborate and informative plans, you should go ahead with customising the platform. This step would help you in ascertaining specific needs of your clients and adding the tools and components that are in sync with these needs.


It is advisable for Salesforce developers to take a simple approach for the initial implementation. Instead of using complex platforms such as Force.com, choose configuration tools that are pre-built and function on the basis of “click-not-code”. This would help you take the baby steps in setting up the fairly complicated platform and allow you to make necessary changes without much hassle.


You can follow these simple steps for customising Salesforce for your clients:

Define all the necessary security settings along with including important roles, user profiles and wide-defaults.


Indulge into the creation of custom fields, custom objects, page layouts, rules, custom tabs and other necessary customisations according to the needs of your client.


It is advisable to create necessary Salesforce reports pertaining to specific business processes. You should start with building standard reports and customise them as and when required. However, always make sure that the reports are in sync with the plans you made in the initial stage of Salesforce implementation.


Deploy the Platform of Salesforce CRM


Once you are done with customising the platform according to the client requirements, you need to start deploying Salesforce CRM according to the project timeline creating in the planning stage.


The first step here should be that of creating and adding all necessary users, training them and loading all the important data on to the platform. Always remember to add all the users before you load your production data. You can do so by using the data loader functionality or by manually adding the users into the system.


Make sure that the data you are loading is as close to Salesforce deployment as possible. Also, spend sufficient time in mapping your data and testing it according to the needs of your client. Here are the major steps you should follow for importing data while undertaking implementing Salesforce:


Undertake User Adoption


Simply installing the software platform is not going to make Salesforce CRM implementation a success. You need to make sure that your entire team is using the platform and making the most of its services. It is very important to encourage maximum user adoption in order to ensure optimum use of Salesforce.


For carrying out a successful user adoption, it is important for all your team members to be well-versed with the tools and features of Salesforce CRM. Once they understand how the platform would reduce their workload, they would automatically come on board. Also, attach certain incentives for your team members with the use of Salesforce, which would bring more employees to use it.


Along with encouraging user adoption, it is also important to measure the same in order to keep a track of the employees switching on to the new platform. It is advisable to measure the adoption before and after Salesforce implementation. You can do so by making use of informative usage reports and adoption dashboards.


Undertake Release Management


Once you have your team members on board, it is time to manage the releases as one cycle of Salesforce implementation is now completed. Never make the mistake of thinking this as the end implementation as you will always have to make future plans and respond to specific user requests and queries. Needless to say, you need to keep the requirements of your customers in mind while managing these releases.

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