Salesforce is a powerful platform with unlimited possibilities. To get started with implementing Salesforce, RingLead and CloudTheory have teamed up to create an ebook on Salesforce best practices, as well as pitfalls. Here’s a look at the top mistakes to avoid, and download the full ebook for more insights.
Mistake: You spend your time focusing on non-mission critical items.
Make sure you focus where it counts. Avoid the areas that have little impact on implementation or may delay it.
Mistake: You rush it.
Don’t get caught up with artificial deadlines, such as sales meetings or company events. Focus on launching when the time is right for everyone.
Mistake: You don’t talk to the end users.
The end users of Salesforce are the ones that will ultimately make a CRM initiative successful. They will use the system everyday, so talk to them throughout the project.
Mistake: You forget who the real customer is.
Include your customers in the Salesforce implementation process. They will give you real insight.
Mistake: Your process isn’t defined.
Clearly define each CRM process before developing a solution, such as lead flow, customer acquisition planning and campaign set up.
Mistake: You cut costs.
Attempting to cut costs during implementation often backfires, and is yet another reason why prioritization is so important.
Mistake: You roll it all out at once.
When you launch Salesforce, do it in stages. If you try to implement too much at once, the project will likely fail.
Mistake: No one takes ownership of the data.
Clearly define data maintenance responsibilities. The business owns the data and someone needs to be held accountable for its maintenance.
Mistake: You don’t ask for feedback.
Frequent and clear communication will encourage support and feedback. Incorporating that feedback pushes everyone involved to take ownership.
Learn more about these Salesforce implementation mistakes with the free ebook below.