Salesforce is a powerful platform with unlimited possibilities. To get started with implementing Salesforce, check out these best practices and start working them into your process. When you do, you’ll not only have a smooth implementation, but you’ll look smarter than a cat in eyeglasses. Trust us.
1. Focus on mission critical items
If your CEO requests certain functionality that only contributes to a marginal improvement in efficiency, push back on the idea. You need to focus where it counts, and that includes functionality that will provide the greatest possible benefit for the largest group of people. Avoid the areas that have little impact on implementation or may delay it.
2. Talk to the end users, including customers
The end users will use Salesforce everyday, so talk to them throughout the project. Ensure you’re providing them with the tools to improve their daily activities to make them more efficient. They are ultimately the ones who will make a CRM initiative successful.
You can extract real insight from your customers, so include them in the Salesforce implementation process as well. Interview them and ask for their input, and implement their suggestions.
3. Have a defined process
Clearly define each CRM process before developing a solution, such as lead flow, customer acquisition planning and campaign set up. Create a flowchart in tools like Microsoft Visio or LucidChart, or get everyone together and write it on a whiteboard. No matter what method you choose, be thorough. Don’t make it up as you go or you will be fixing a lot of code later.
4. Roll it out in stages
When you launch Salesforce, do it in stages. Employees may be resistant to big change, so focus on one piece of the overwhelming pie. Salesforce adds real value, but only if people actually use it. If you try to implement too much at once, the project will likely fail.
5. Take ownership of the data
Clearly define data maintenance responsibilities. In the big picture, the business owns the data and someone needs to be held accountable for its maintenance. Use data enhancement tools that can boost the data and optimize the database.
For more best practices and pitfalls to avoid, check out the free ebook below.