There are many ways to navigate a Salesforce implementation but the right way may not be so easy. And no matter the size of your company or the size of your Salesforce platform, you must plan, commit and be ready before you kick off Salesforce. The good news is there are some simple steps to ensure a successful start.
1. Optimize your time
Focus on the things that will have the biggest impact on the biggest portion of your user base. Plan your implementation from the vision, goals and how you'll execute. Consider the players involved in the implementation and delegate specific roles.
2. Talk to your Salesforce admins
There are many different types of users in Salesforce, from admins to managers to trainers, so make sure the end users (your admins) are involved from the start. After all, they are the ones that will live and breathe Salesforce everyday. Not only are they important, but they have helpful ideas to ensure a smooth implementation.
3. Talk to your customers
Your customers are just as valuable to your Salesforce implementation as your admins. Not only can they be a user of your CRM (and they should be for collaboration and a stronger partnership), but if you're a customer-centric company, customers must be a focus for everything you do, including Salesforce.
Check out the rest of the steps in this infographic: