The implementation of Salesforce requires a clear plan and professional approach
Salesforce has achieved significant growth in market share in recent years. More and more companies are embracing the benefits of working with Software as a Service and are switching to 'Cloud based' working. Yet we also regularly hear less positive experiences. Companies or organizations that fail to live up to expectations. Salesforce implementations that do not get off the ground or users who stick to their own ingrained methods.
Salesforce requires no installations and you have your own Salesforce environment in 5 minutes. The implementation of every application requires a clear plan and professional approach, Salesforce is no exception. What do you want to achieve with the application, what problem are you going to solve, what does a process look like now and after the implementation, how are employees involved, how do you train the users etc ..
In practice, it often happens that Salesforce CRM is quickly put to work without having to check whether this application, standard on American sales style, fits the organization. Salesforce is equiped to be fully adjusted to your own processes, but this is sometimes lneglected. Salesforce implementations where only users are created and some contacts and accounts are imported, still occur. Consequence: users do not understand how the sales process works in CRM and they start to mess around. If in such a situation the rights are not well organized and every user has administrator rights, a mixture of objects and fields can occur.
Do you already use Salesforce, but are you struggling to accomplish your goals?
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