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How to Implement Salesforce

How to Implement Salesforce

November 21, 2018 | Salesforce


Implementing Salesforce for your business is an exciting step towards scaling up. When you give Salesforce the power to automate your business processes, streamline your marketing efforts, and gain visibility into your sales pipeline, you free your employees to spend more time growing your business. Implementing Salesforce falls into 5 main steps:

1. Plan and Prepare.

The first step in implementing Salesforce is to review your company’s processes, vision, and CRM needs. Hold a workshop with your team to define your ideal future state process and the must have components of your future CRM. If you are not sure how to go about this, Cloudsquare, a Salesforce Consultant, can help you identify your ideal process and workflow by performing several collaborative workshops. From this point, your Salesforce consultant can draft up a roadmap of what will be customized for your business needs.

2. Set Up and Customize your Platform.

One of the best aspects of Salesforce implementation is that it is highly customizable for businesses large and small, no matter what your bottom line is. Your company may want a more advanced layout with all of the possible capabilities, or you may just want enough features to automate a few of your business processes. Whatever you decide your needs are, Salesforce can be adjusted and customized to your liking. If you are looking to self implement, you may want to look into Trailhead. Salesforce offers fun and informative training modules that will teach your team how to customize Salesforce. You can access these modules by clicking here or learn more about Trailhead from a previous blog.

3. Deploy Salesforce.

Once your company has gone through the necessary steps to prepare and customize the platform, Salesforce is ready to be launched. At this point your data should be loaded into Salesforce and users should be created and added in the CRM. Your company should also prepare these users for the deployment and provide them with support. Before going live, you can test out your Salesforce capabilities in a sandbox environment where power users users can test on a sample set of data to test out the functionalities and ensure that the processes run smoothly and meets your company needs.

4. Make Adjustments.

Remember that your Salesforce platform should be everchanging and help you to grow. Whether it is adding on features, automating more processes, or utilizing different apps, Salesforce is not meant to remain static. If there is a process that isn’t working quite as well as you would like it to or there are components you think your company should be introduce, you should not hesitate to seek support or resources to help your company grow.

5. Train Employees.

One of the most important things your company can do is make the investment in employee training in Salesforce. Trailhead modules, Salesforce World Tour events, and online videos and articles are all great resources to help your company learn more. A company like Cloudsquare, that specializes in Salesforce implementation can help you train your employees so that the whole team is on the same page and feels confident using the new platform.

Moving from spreadsheets to a customer relationship management (CRM) tool will help your company scale and make your employees lives a lot easier. If you would like to learn more about the implementation services offered by Cloudsquare consultants, click here.

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2018-12-10T07:32:51+00:00