Things To Consider While Implementing Salesforce
From serving better opportunities to driving profitable marketing campaigns, Salesforce is hugely responsible for managing and utilizing customer data. On top of that, it also helps to improve communications with customers and grow business. But if you’re new to the industry, you definitely want to know the things you should consider.
Well, being a leading Salesforce Development Company, we go daily travel through the process and want to make it easy for you too.
But before jumping to the considerations, as a mentor, we want you to clear the basics first.
What is Salesforce and Salesforce Development?
Salesforce is an American Cloud-based software company. And the process of implementing Salesforce Software or its products (The Clouds), to your business website, is known as Salesforce development.
Salesforce Clouds:
● Sales
● Commerce
● Marketing
● Community
● Service
● Financial
Many other Salesforce solutions.
Why Implement Salesforce?
Salesforce is an easy to use cloud-based software that offers a power-packed suite of reporting tools for CRM (Customer Relationship Management). The importance of Salesforce easily can be understood by some stats, as numbers don’t lie.
The business that implements Salesforce enjoys:
● 25% of more revenue in a year
● 35% of customer satisfaction
● 34% of increased productivity
● 25% of enhanced ROI
Salesforce Implementation:-
Consider Your Own Strategy — As a time-serving Salesforce consultancy, we believe the implementation strategy should always build to keep a particular business state in mind. To consider that, make sure you do the following things:
· Tailor your current process, take the best practice with Salesforce
· Design the process from scratch within Salesforce
Choose the Best Implementation Stage Sequence — After choosing the best suitable strategy, go for the scope of your needs. In such a way, you should implement some of the Salesforce clouds at once. That’s how salesforce helps you out to automate your marketing, sales and customer services. Other than that, it also offers other automation capabilities such as field updates, email notifications, tasks management etc.
For a change, you can also try to implement Salesforce clouds one by one.
Still in doubt on approach? All you need is trustful support of Salesforce development services
1. Plan implementation process- Various project scope could have different implementation processes. However, typically it goes through this way:
· Consultants
· Data Transfer
· Integration and Development
· Testing
· Deployment
· User Training and Post — Supports
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Fix Your Time & Budget — Time and budget lead by what should have been performed to fulfill the goal. However, if you are looking to tune lead and opportunities (starting processes), it might take around a month. Moreover, if you want to create dozens of custom reports and build a custom calculator, it can take more than that.
Think Over Risks- The other considered point is foreseeing high risks. According to our more than five years of experience in Salesforce implementation and development, you should make the following points:
· Inconvenient solution for users
· Irrelevant features
· Oversized implementation with late benefits
Ensure Adoption- If your employees are skilled to use the features and automation process, you can solve half of the problem. As if they are not well adapted to the process, there’s no benefit of proper configuration, convenient UI, which can create routine sales and customer service tasks.
Implement Salesforce & Boost Revenue!
To enjoy the full potential of Salesforce, you must give some time to the management and implementation. However, if you need Salesforce assistance for that, feel free to contact us for a Salesforce development consultant.
