3 Common Mistakes Made During Implementation of Salesforce | QR Solutions

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COMMON MISTAKES MADE DURING IMPLEMENTATION OF
SALESFORCE
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Salesforce is an organized, powerful, and 1
cloud-based CRM that provides support for
marketing, sales and customer services for
businesses of all sizes. However, Salesforce
implementation must follow the best practices to
streamline the business processes with
Salesforce features. The process of implementing
Salesforce can be challenging many times. If
users do not plan well for Salesforce
implementation, it will result in management and
maintenance issues and will result in expensive
fixes and re-do. There are many common mistakes
that enterprises commit while implementing
Salesforce. These can be eliminated by partnering
with an experienced Salesforce certified
consultant or agency.
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UNDERESTIMATING SALESFORCE IMPLEMENTATION EFFORT
Be it a small-medium or a large enterprise, It is
imperative to have a clear goal and vision to
implement an effective Salesforce
solution. Enterprises must understand what
problems need to be solved and what areas of
business needs to work better, and what needs to
be accomplished to help them stay on track and
top of their business. Team of Salesforce
professionals can help organizations build and
customize Salesforce to regulate processes and
workflows for getting better outcomes. Salesforce
offers multiple features it needs to be
understood that its not the features that make
up this platform, but the customer success this
should deliver.
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NOT PRIORITIZING DATA CLEAN UP
Salesforce implementation teams often focus on
brand new features, mostly leaving integration
and data clean up as low-priority activities. In
reality, this might cause delays during the
process of implementation. The inclusion of
dirty data will lead to incorrect insights and
forecasts. This will create inefficiencies in
the sales process and eventually contribute to an
underperforming sales team. However, working
with a Salesforce expert can ensure data clean-up
and data auditing is addressed right before
Salesforce implementation to achieve the expected
results.
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LACK OF TRAINING
Successful Salesforce implementation depends on
adequate user adoption. It is a well- known
fact that Salesforce is a powerful platform, but
users cant capitalize on the features if users
dont know how to use the system efficiently.
Users need a good understanding of Salesforce
features. Partial Salesforce knowledge is as
good as no knowledge. This will result in
underutilizing the platform. Learning successful
techniques will lead to satisfaction and
rewards. NOT HAVING A POST SALESFORCE
IMPLEMENTATION PROCEDURE This is a common
Salesforce implementation mistake that delays an
enterprises success. Enterprises tend to think
that when this solution is implemented, it would
take care of itself automatically. However,
post-implementation maintenance and management
are crucial for the long-term stability and
success of the platform. Enterprise needs to
allocate a budget and plan the post-implementation
activities.
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CONCLUSION
Organizations must avoid the most common
Salesforce implementation mistakes to ensure
optimal usage of Salesforce features. Many
enterprises tend to learn of this quite late in
their journey of using the Salesforce platform.
Hiring a Salesforce partner with the right
expertise helps optimize and enhance Salesforce
solutions successfully.
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THANK YOU
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