4 Things to Consider When You Implement Salesforce

Salesforce is the world’s #1 cloud-based Customer Relationship Management (CRM) software that can transform how your organization operates, including improvements to marketing capabilities, staff data management, and customer experience. You can see how your organization is doing in all areas, including operations, finances, marketing, and sales, all in one platform that streamlines and optimizes your important work.

However, you can’t just buy a CRM software license and leave it at that; in order to get the most out of Salesforce, you need to adapt and customize it to fit your organization’s needs. Without proper setup and adaptation, you’re far less likely to meet or surpass the goals you set, but with a solid foundation, there is no limit to what your Salesforce implementation can achieve.

Questions to ask when starting with Salesforce

Does your organization have a clear objective? Well-defined, actionable goals and objectives are key to getting the most out of Salesforce. If your organization’s goals for using Salesforce are limited to “we want to use the best CRM platform out there,” you’ll find more success if you have a few internal conversations to drill deeper into more specific outcomes you hope Salesforce will help you achieve.

Is this an effective time for an update? Implementing Salesforce is a big switchover, but one that can bring untold benefits to your organization. While any professional will tell you there’s never a “good” time for big changes to be made, a good organization will push to make sure they can allocate the proper time to make the changeover a success.

Does your staff know what to expect? Just like time is at a premium for any successful organization, so is your workforce’s energy and attention. It helps to have an internal champion for the project who can inform the team of upcoming changes, tout the benefits, and help get the whole-team buy-in for the new platform to make the transition as smooth and successful as possible.

Are your data and processes ready? Nobody likes this question, but we all need to hear it for the most successful implementation: When was the last time you cleaned up all your data? Salesforce implementation is smoothest when an organization has clean, well-organized data and well-defined workflows, so now’s the time to get started getting it all in order. It may seem like a tedious task, but it’s worth it—we promise!

Need assistance with Salesforce implementation?

While Salesforce has plenty of useful out-of-the-box functionality and features, it also offers deep customization options that don’t lock you into any standard processes, which is why an experienced advisor can help your organization create and implement solutions that unlock the full power of the Salesforce platform.

Redpath Consulting Group is the premium consulting partner of Salesforce. Leveraging our knowledge, implementation experience, and internal network enables you to proceed fast and efficiently, while our partner-centric methodology will identify your firm’s CRM requirements so that we can jointly deliver a successful implementation. From planning and implementation to ongoing maintenance and support, the Redpath Consulting Group team is here to help you make the most of Salesforce. Connect with our team today!