Salesforce Implementation Checklist

Running a constantly scaling business but encountering issues endlessly with your systems and databases? No need to worry. Just get your business the best solution through Customer Relationship Management Software. 

While talking about the best CRM, it is unavoidable not to mention Salesforce. Being World’s No. 1 Customer Relationship Management software, Salesforce has already served over 150,000 organizations from different industries. 

A positive aspect of Salesforce's customer base is that most organizations listed belong to the top 500 Fortune companies. This indicates that Salesforce is a reliable and proficient solution for enhancing the operational efficiency of businesses across various industries.

Now to implement such technology, there are a lot of things that you should be aware of. Some filters can be really helpful in providing solid grounds to you for choosing Salesforce. 

This blog will act as a Salesforce implementation checklist you can pick when selecting Salesforce as your CRM. 

What is Salesforce Implementation?

Salesforce implementation includes everything from setting up and configuring the Salesforce platform to ensuring user adoption in an organization per specific requirements. 

The Salesforce implementation Process comprises various tasks like customization of the platform according to the plan, creating custom workflows, fields, and reports and integrating Salesforce with other third-party applications to enhance its power. 

Salesforce implementation is divided into several stages, including planning, developing, configuring, testing, deployment and post-implementation support to ensure that the Salesforce platform is blended perfectly with an organization's workflows and delivers the expected optimization. 

A Salesforce Implementation Checklist is a step-by-step guide that provides businesses with the activities essential for successfully deploying and customizing Salesforce CRM in a business environment. 

Salesforce Implementation Checklist

An ideal checklist must provide questions that help you identify whether you are going in the right direction. Add these questions to your checklist and check them off as soon as you receive the answer: 

#1 Who should you trust with successful Salesforce implementation?

Many organizations have invested efforts in implementing Salesforce in their organization but experienced a lot of discrepancies and setbacks. It is only unavoidable when you have a dedicated team of Salesforce experts in-house acquainted with every nitty-gritty to resolve all unexpected issues that occur pre and post-implementation. 

Though you will find several salesforce Implementation Partners are at the forefront to offer their full-fledged salesforce solutions and help you upscale your business. 

Looking for reasons to hire a Salesforce Implementation Partner? Here are a few of them: 

• Expertise: Salesforce Implementation Partners have got a deep understanding of Salesforce, its products and its capabilities. They are also well aware of the best practices they should follow to seamlessly integrate, customize and configure the platform per your business requirements. 

• Customization: Having worked on different projects, they know how to customize or tailor the Salesforce platform to make your operational flow flexible and easy to keep up with. Further, they also handle designing and implementing custom workflows, dashboards, fields and reports to ease your team's operation. 

• Integration: Salesforce Implementation partners have a team of Salesforce experts who knows well when and which third-party applications match your CRM requirements. They will help you find the best third-party solution like ERP, CRM, and e-commerce solutions and integrate them with your Salesforce system. This ensures the optimization of business processes and maintains the consistency of data organization-wide.

• Training: Salesforce Implementation Partner is also responsible for offering training and pre-&-post implementation support to your team. Making sure everyone in your team is now familiar with the dynamic Salesforce set-up and working seamlessly is part of the Implementation partner’s concern.

#2 Is there a way to define goals on which my business needs to work on? 

Defining business goals before you commence the Salesforce implementation process is important. Business goals work as the foundation for discovering the areas that need improvement. Take help from your team, and list all the problems they face. 

Introduce some achievable performance goals to the person responsible for designing the development process. This will help in the proper set-up of Salesforce. 

Read Also: The Benefits of Using Salesforce Commerce Cloud for Your eCommerce Business

#3 How do I want my data to be organized in the Salesforce system?

Salesforce implementation helps a lot with Data management. Note that all data should be kept safely in Excel, Google Sheets, CSV files, or any CRM/Database. 

Plan your Salesforce CRM database according to your current data setup to effectively migrate your data once the deployment is complete. 

#4 Average time in implementing Salesforce successfully?

There is no such bounded time for implementing Salesforce. Each business is unique and has different needs addressed by different solutions. The timeline will completely depend on a business's size, complexity, requirements, and segmentation. To add to this list, let’s not forget the number of users, the intricacy of the data model, how many integrations the business needs, the number of customization, etc. 

To provide a gist, implementation is completed in three to four weeks for small-scale businesses. The implementation timeline for medium and large enterprises might lie in six to ten weeks. Again, this is not the standard timeline. 

Conclusion

Implementation of Salesforce is for sure a big deal. And to make this deal fruitful, referring to this checklist certainly seems in your favour. 

Keep checking the boxes in your checklist. And still, if you need help with something, Cyntexa is always there to serve you and provide you with the best Salesforce implementation services.