5 Steps to Successful Salesforce CRM Implementation

Salesforce CRM implementing is not an easy task. To make a successful salesforce implementation it requires planning, commitment, and strong sponsorship from your company’s executive team. It’s also critical that you understand the needs of your managers and users before getting started. Successful salesforce implementation can deliver phenomenal perks like improved customer satisfaction and high yielding lead generation and slashing operating costs. Here are 5 steps to make your salesforce implementation successful.

5 Steps for Successful Salesforce Implementation:

Plan and Prepare:  Before implementing salesforce, it is important to plan and prepare earlier because it will save time and resources.  In this step, you will identify the vision, mission and objectives of the organization. To make salesforce as a productive and enhancing business tool its implementation as CRM system must be done with great precision, speed and thoughtfulness which often comes with experience. To do so:

Assign the job role of project’s team members according to their hierarchy i.e. executive sponsor, project manager, system administrator and other key users.  Selecting the right team is half the battle won when it comes to Salesforce implementation.

Set Up and Customize Salesforce:  Once you have defined your requirements, understand your data, and chosen an implementation method, you are ready to set up and customize salesforce.  Here are suggestions for setting up and customizing salesforce CRM:

• Keep implementation process simple
• Mapp all the roles to users who will be added to the system, to ensure all users are associated with the correct roles when you go to live.
• Customize report to include any custom field to show information you defined in planning stage

Transfer your Data:  Make a decision which data you want to import in your new CRM system. Be prepared by making your data clean and ready. Now, it is time to make official switch between your existing platform and salesforce. Here is a summary of the steps involved in importing data:

• Plan your data import
• Prepare you data
• Test the import
• Execute the import
• Validate your data

User Adoption: User adoption play vital role to make implementation successful. Engage users with the new system and show them how the new system will make their wok lives easier. To do so, you have to support your users, measure adoption, and encourage adoption. Here are suggestions on getting your users involved:

• Communicate with test users for ideas
• Secure CRM commitment from executive level

Documentation: This is final step, ensure that your salesforce implementation and processes are properly documented and that they are constantly updated.