Not sure where to start when it comes to your Salesforce implementation? We have curated a list of the 5 most important steps to take before your Salesforce implementation.
Boost Implementation Support
Group projects are difficult when you’re doing it alone, get your organization on board with the implementation. Start at the top with the CEO, COO, etc. and work your way down. Once the top levels show enthusiasm and support, others will follow.
Acknowledge all Sectors in the Sales Cycle
The sales department is not the only division recognized in the Salesforce cycle. Make sure to identify all departments and know how to support them before and after the implementation.
Clean your Data before the Implementation
Cleansing your data prior to implementation will save you a lot of time and distress after the process is complete. Would your Sales team trust the system if the last two contacts they called were the wrong number? Just imagine if the first name is incorrect…
Implement the System in Phases
“You can’t build a great building on a weak foundation. You must have a solid foundation if you’re going to have a strong superstructure.” -Gordon B. Hinckley
Salesforce is not a pool you want to jump right into. With so many different capabilities to manage, it is easy for users to feel lost. Take on the implementation in phases so that you can build on a foundation and not get overwhelmed.
Get a Professional
Salesforce can do wonders for you, it just needs to be setup correctly. Ask for professional consultation from certified Salesforce partners who have been implementing the product for years. Implementing Salesforce should not be taken lightly, it needs to be done right.
1 thought on “5 Steps to Take Before your Salesforce Implementation”
Ellis, I love every step you share for salesforce implementation! But I’m stuck in when to start the implementation process! Do you have any guidance tutorial?
Have a blasting weekend 😉
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