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No doubt that Salesforce is now the most powerful platform for business to tap the potential to its fullest and make use of its unlimited possibilities to meet their goals easily. However, proper implementation and effective administration are essential if you want to enjoy the benefits above of Salesforce.
Do proper homework
It is true that you may not be debating over the merits of Apex code which is the programming code executes on Salesforce. However, before you start with Salesforce migration, it is essential at the baseline to figure out what your needs and what can be achieved realistically. The best approach to reach out to the other organizations in your industry, read enough white papers and publications, and gather as much information as possible to do your groundwork.
Build a perfect team
For a smaller organization with limited headcount, setting up a “project team” may be a bit intimidating. However, you don’t have to set up a large team, but put some in key responsible positions to make the implementation smoother.
- An executive sponsor – Some at the champion role by fully participating and supporting the entire process to implantation and beyond.
- PM (project manager) – One who is responsible for implementation and guide it through successful completion. This person will be responsible for handling both internal team and external consultant as far as the scope, deadlines, and budget are concerned.
- Tech administrator – The one who is responsible for the day to day management of Salesforce suite. With a fair idea about the implementation and administration of the dashboard and other technical integrations.
Now, let’s review some mistakes as put into notice by Flosum.com experts and how to avoid them.
Top implementation mistakes
Here we will look at some of the grave mistakes implementers used to make and how to avoid them.
#1. Deviating your focus to non-critical items
Ensure that you focus just on what and where it counts. To start with, avoid those areas with only little impact on implementation. Many tend to rush at this point and overlook this need. Don’t get confused and caught up with the jargons and artificial deadlines. Just focus on launching it at the most appropriate time.
#2. Not keeping the end user in mind
Who makes the Sales administration perfect on a day to day basis are the users of it. They have to use the system every day and should feel it more comfortable and productive. So, any implantation efforts needed to be executed by taking their priorities and needs into consideration.
#3. Forgetting real customers
If possible, you can to include your loyal customers too into the implantation process who can provide better insights about it rather than what business owners, a third-party consultant, or even a marketer can comprehend.
#4. Ill-defined process
It is essential to define a clear-cut CRM process before working on a solution as lead flow, conversion, customer acquisition, campaign administration, etc. Crazy attempts for cost-cutting during implementation phase may backfire.
Also remember while launching Salesforce that you may end up rolling up things altogether, which may ultimately make you confused. The ideal approach to go only a quarter mile at a time and do it is different well-planned stages.