The Salesforce Journey: An 8 Part Blog Series

Estimated 3 min. read

We created an 8-part blog series highlighting the journey for new customers looking to digitally transform their company with Salesforce. Moving to a cloud-based system is a big change for companies working in spreadsheets or homegrown systems every day. Our blog series helps your company make the right decision through every phase of the Salesforce journey. In order below are the 8 blogs with a short description and a link to each blog. Feel free to reach out to us if you see any area where we can assist.

It’s Time to Reevaluate Your Tech Stack

The days of tracking leads and customers in spreadsheets are gone. As a business owner, moving to a cloud-based system from spreadsheets or old proprietary systems may bring some fears and doubts. However, cloud-based systems allow for companies to have more connectivity and accessibility, increased collaboration, and improved efficiency. With a centralized location for all your data, your entire company can track and keep up with your customer’s entire journey.

Support Work From Anywhere

After your company has decided to move to a cloud-based system, it’s time to develop a new culture for your staff. You should have 3-5 KPIs that you are tracking year in and year out to measure performance and ROI. Additionally, during this time period, your staff should be documenting all their business processes. A CRM system alone will not magically streamline your business processes from the start. Being able to define your entire Business Process Optimization (BPOs) on paper is critical.

Selecting and Implementing Your CRM

The 2020 pandemic accelerated the future of work as the work-from-anywhere mentality has to be considered when deploying a new CRM. Having a CRM that is flexible to digital workflow changes will be critical for your business’s success. Through our 13 years of experience, we have found that Salesforce is the clear leader among CRM platforms.

Why You Need a Salesforce Implementation Partner

Companies typically face three significant obstacles when implementing Salesforce: implementation, adoption, and platform capabilities. The sheer scope of a Salesforce implementation is tremendous. Rushing through an implementation or using “quickstart” templates as a baseline foundation will come back to cause mid to long-term scalability and poor user adoption issues. We’ve found that the best way to maximize your Salesforce investment is with an experienced Salesforce partner.

Choosing a Suitable Sequence of Salesforce Implementation Phases

Salesforce is best implemented in phases, setting up and training users from each department. Doing so helps boost user adoption and allows for the correct transfer of business processes into Salesforce. Ensuring each department is set up on Salesforce before moving onto the next department is key to a successful implementation.

Planning Your Budget and Time for a Salesforce Implementation

The amount of budget and time you will need to allocate will vary depending on your Salesforce requirements. An excellent consulting partner will spend time upfront to walk you through your time and budgeting needs. Spending quality time with a consultant to detail out a phased approach will help you maximize your Salesforce investment.

7 Salesforce Implementation Risks to Avoid

Through our experience of over 2,150+ projects, we’ve identified 7 key Salesforce implementation risks. Take a look at the 7 most common pitfalls that costs companies thousands of dollars.

3 Best Practices to Ensure Salesforce Adoption

Salesforce adoption is not an easy task to deal with. Without successful user adoption, your employees will struggle to use Salesforce to its full capacity. Obtaining executive buy-in, knowing your-end users, and continuous training will help your company achieve Salesforce adoption.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with 1,047+ customers, implementing, customizing, and optimizing over 2,150 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2 or contact us today!

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