This document provides a guide to successfully implementing Salesforce. It outlines 5 key steps: 1) Plan and prepare which includes building an implementation team, setting metrics, designing system architecture and establishing timelines. 2) Setup and customize Salesforce CRM including building a prototype and deciding customization levels. 3) Deploy Salesforce CRM by adding users, defining access, importing data, and preparing for go-live. 4) Drive user adoption and 5) Maintain the system ongoing. Prerequisites, best practices, and common mistakes are also discussed to help ensure a smooth and successful Salesforce implementation.
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
1) The document discusses Salesforce, which started as a CRM platform and now offers various cloud-based products and services.
2) It describes how HCL was facing challenges with its legacy customer management system and migrated to Salesforce to gain benefits like rapid deployment, standardized sales processes, and improved integration.
3) Key aspects of Salesforce covered include its multi-tenant architecture, metadata-driven development model, products like Sales Cloud, Service Cloud, and App Cloud, and how it helped HCL improve productivity and governance.
Manage Development in Your Org with Salesforce Governance FrameworkSalesforce Developers
As your team creates more apps in your Salesforce Org, you're faced with a new set of challenges: managing a well-designed org. Join us to learn about using the practices defined in the Salesforce Governance framework, and the set of tools available for managing issues such as security, coding standards, decisions over declarative verses Apex apps, design standards, overall Org strategy, and change control. By applying these best practices, your team can continue to grow your apps to meet the continuing challenges of your company.
Metrics Worth Measuring: Align Business Goals to Salesforce AdoptionSalesforce Admins
Adoption can mean different things to different people. Aligning on the right measures is critical to success and will drive not only acceptance of Salesforce but the achievement of key business goals. By ensuring that adoption is defined by key business metrics, Admins become the keystone to a successful software rollout and a bridge to greater success for the company.
The document introduces the Salesforce platform and provides an overview of its capabilities. It discusses how the platform can be used to build employee apps, partner apps, and customer apps. It also summarizes several tools on the platform, including Visualforce, Apex, Lightning components, Heroku, and ExactTarget. The presentation aims to demonstrate how the Salesforce platform can support innovation through clicks and code functionality.
This document provides an overview of Salesforce and its key features. It describes the different delivery models for Salesforce including Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS). It also defines private and public clouds and describes a hybrid cloud model. The rest of the document outlines the main tabs and record types in Salesforce including contacts, accounts, opportunities, products, and reports.
This document provides an overview of Salesforce.com and its key features. It introduces Customer Relationship Management (CRM) and how cloud-based CRM systems like Salesforce address issues with traditional on-premise systems. Salesforce includes the Sales Cloud, Service Cloud and Marketing Cloud to manage customer relationships across sales, service and marketing functions. It also utilizes tools like standard and custom objects, workflows and analytics to provide a customizable platform for businesses.
Variance Offer Sales Force consulting and customization service by gaining experience in CRM domain for almost Decade. Contact us on salesforce@varianceinfotech.com if you've any requirement to discuss salesforce consulting services.
Get a comprehensive guide about Salesforce and its benefits and understand how Salesforce helps you serve customers more efficiently, leading to better business.
Salesforce began as a customer relationship management software and has grown into a cloud computing platform. It provides software as a service and platform as a service, including applications like Sales Cloud, Service Cloud, and Force.com for building custom applications. Salesforce uses a multi-tenant architecture allowing multiple customers to use a single instance of the software. It includes tools like Visualforce for customizing interfaces and Apex for adding business logic through code.
The document provides an overview of Salesforce, including:
- What Salesforce is and its multi-tenant architecture model
- The concepts of cloud computing, platforms and applications moving to the cloud
- Details on the Salesforce editions, features like reports, dashboards, and customization controls
- How the Force.com platform works using the model-view-controller pattern
- Advantages of Salesforce like scalability and lower costs versus some limitations around data protection and fit for small companies.
The document discusses integration solutions from Salesforce and MuleSoft. It promotes the MuleSoft Anypoint Platform as a complete integration platform that can connect any application, data, or device using API-led connectivity. It positions the platform as future-proof and able to empower organizations to innovate faster. Specific capabilities and use cases mentioned include building a complete customer view, modernizing legacy systems, creating omnichannel experiences, and connecting e-commerce.
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Marketing Cloud is a suite of tools for managing marketing campaigns across multiple channels. It includes studios for email, journeys, and ads as well as automation and tracking features. A development process was outlined along with a use case example of an onboarding journey for new customers. The presentation concluded with a live demo and list of additional Marketing Cloud resources.
Planning Your Migration to the Lightning ExperienceShell Black
Learn how to migrate to the Salesforce Lighting UI in four steps. Shell Black in this presentation discusses how to make the business case to justify the costs to moving to the Lightning Experience (LEX) from Classic. In the four steps Shell covers how to assess the current state of your org, plan out the migration, manage your build sprints and UAT (User Acceptance Testing), and train your end users. He also covers the factors that drive the time needed to complete the project. As you will find, the biggest hurdle to migrating to Lightning is not a missing feature, but Admin knowledge. Click the link on Slide 2 to watch a video of this presentation!
Why is Org Strategy important, what are the possible org patterns and what are some of the benefits and challenges to consider? This 12-page long white paper describes different org existence models, trade-offs, design best practices, and assessment approach. Please leave your comments.
15 Tips on Salesforce Data Migration - Naveen Gabrani & Jonathan OsgoodSalesforce Admins
Data Migration is an extremely important aspect of setting up a Salesforce instance. It is critical that the sanctity of data is maintained. Join us to hear fifteen tips based on learnings from different types of data migration projects.
Ronjay Chakraborty introduced Salesforce.com and covered the following topics:
- CRM is a strategy for managing interactions with customers and prospects to build and sustain relationships. It helps retain existing clients and find new ones.
- Cloud computing delivers software, platform, and infrastructure as online services. Salesforce.com is a cloud-based CRM platform.
- Salesforce.com includes apps like Sales Cloud, Service Cloud, and Marketing Cloud to manage sales, customer service, and marketing from a single system. It provides tools to customize the system using objects, fields, and other configuration options.
- Admins can use reports and dashboards in Salesforce Analytics to gain real-time insights
In this presentation I'm explaining what is Salesforce lighting and actually is in it:
lighting connect, lightning App Builder, lighting Process Builder, lightning components.
Was presented in Israel User Group event, Jan 2015
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
A Step-by-Step Guide to a Successful Salesforce Implementation Timeline in 20...skydogops
Explore a comprehensive guide to Salesforce implementation timelines. Learn how to plan and execute your Salesforce deployment effectively with expert insights from SkyDog Ops.
Salesforce Implementation: 5 Steps for Success 2024 | QR Solutionsqrsolutionsindia
Unlock the power of Salesforce with our 5-step implementation guide for 2024. Learn how to ensure success and maximize results for your organization.
https://qrsolutions.in/5-steps-for-salesforce-implementation-a-comprehensive-guide-for-success-in-2024/
The Complete Guide to Salesforce Implementation Services in 2022.pptxAwsQuality
Using a partner to implement Salesforce should never make you reliant on that partner. Documentation and system administrator training are top priorities at EMPAUA to ensure that our clients can manage and extend their systems long after the project is completed. The services of AwsQuality Salesforce Implementation Partners provide to their customers are data independence and control.
Read more here: https://bit.ly/3nJZ441
Salesforce development involves customizing the Salesforce platform to meet specific business needs such as creating custom applications, automating processes, and integrating Salesforce with other tools. It is important for businesses as it allows them to optimize operations, enhance customer engagement, and gain valuable insights. Key Salesforce development services include customization and configuration, app development, integration services, and automation with workflows. These services provide benefits such as improved customer relationship management, enhanced data security, and increased efficiency and productivity.
Top Salesforce Implementation Partner’s Key Roles.pdfAwsQuality
Are you prepared to form your Salesforce Implementation Partners in India group? The roles mentioned above are required in almost all Salesforce implementation projects. However, depending on the size of your organization and the project's complexity, it's critical to figure out what roles you'll need for your team. Contact AwsQuality Salesforce Commerce Cloud Implementation Partners to discuss your Salesforce CRM requirements and how to make your Salesforce implementation project a success.
Know more here: https://dev.to/awsquality/top-salesforce-implementation-partners-key-roles-2g9e
This document provides a guide to getting started with Salesforce CRM in 5 sections: 1) Plan and Prepare, 2) Setup Salesforce CRM, 3) Make Salesforce CRM Your Own, 4) Ready, Set, Go, and 5) Make Salesforce CRM a Success. Section 1 discusses building a team, defining goals and processes, and preparing users. Section 2 covers setting up the company profile and role hierarchy. Section 3 offers customization tips. Section 4 provides steps for adding users, importing data, training, and going live. Section 5 offers best practices for ongoing success including user adoption, the AppExchange, integration, data quality, and releases.
Benefits of Salesforce Consulting Services_ You Can't Miss.pdfJPLoft Solutions
The implementation of Salesforce will require a lot of dedication and technical knowledge to reach the intended goals. Theoretically, teams that have received adequate training can apply any software, but Salesforce's learning curve is challenging and will need a considerable amount of time before you can realize the complete capabilities of the software.
Implementing a Salesforce CRM will help you in integrating all the business related aspects on one platform. It will also help you in deriving business intelligence with ease. Salesforce implementation is not an ad-hoc activity. It requires careful planning and detailed execution.
Hiring Salesforce Partners can help you transform the way your process works. Find out 4 main reasons to hire certified Salesforce Partners. To know more about Salesforce Partner, https://www.damcogroup.com/salesforce/
The Importance of the Discovery Process in a Successful Salesforce Implementa...qrsolutionsau
Salesforce Implementation is the first and pivotal phase that contributes to its successful execution. It is in this phase that the groundwork for the Salesforce Implementation takes place
5 tips by successful salesforce consultants for proven crm implementationsJanBask
Cloud computing is a buzz in the IT industry and Salesforce is the leading cloud-based platform that is taken as the must-have requirement for almost all multinational organizations. With the increasing demand of Salesforce CRM, the demand for Salesforce consultants has also become higher
This document discusses how to create an effective Salesforce roadmap. It recommends starting with specific, measurable business goals and conducting a thorough discovery of systems, processes, and people. An organization should build a support team including admins, end users, and executives. The roadmap should plan for managing innovation with new Salesforce features and managing projects in phases with achievable timelines. Case studies show how roadmapping helped organizations improve adoption and value from Salesforce over time through integration, process changes, and exploring new apps. Continuous improvement is key to success with Salesforce.
August 2015 Governance Final 20150804.pptxAdilPatel34
This document provides a summary of a webinar on Salesforce governance and feature adoption. It discusses establishing governance processes to develop, enhance, support and administer a Salesforce environment. Key topics covered include developing a program charter, prioritizing requirements, collaboration and communication best practices, and release management. The webinar also demonstrated Trailhead, change sets, and the Force.com migration toolkit.
Absyz - Why choose salesforce integrator in usa?Khushali Thakkar
Remember the time you decided to procure Salesforce to run critical business needs? Did you go through a comprehensive Salesforce integration process, and still struggling to realize its true potential?
Well, say hello to our team of expert Salesforce integrators in USA. We will help you with the easy implementation of Salesforce for your organization.
Salesforce CRM is a comprehensive platform that covers all the necessary business processes. It improves relationships that enterprises maintain with partners, customers and competitors
https://qrsolutions.in/functional-and-non-functional-requirements-in-salesforce-implementation/
This document discusses different types of Salesforce business analysts and how to achieve maximum efficiency and business agility when implementing changes in Salesforce. It describes six types of business analysts ("flavors") and their typical roles. It then provides best practices for achieving efficiency, including avoiding risk, managing complexity, and controlling change. Finally, it introduces the concept of change intelligence and how tools that provide instant risk assessments, complexity insights, and change management can help drive business agility by supporting efficient changes.
Similar to A complete Salesforce implementation guide on how to implement Salesforce (20)
A pre-migration assessment is recommended before migrating to Sitecore 9.2 from an older version or other platform to avoid data loss and issues. The assessment includes analyzing current environments and data, identifying potential migration issues, and ensuring a smooth process. It provides a report on compatibility, approaches, time estimates, and infrastructure changes needed. This helps optimize the content strategy and take advantage of Sitecore 9.2's capabilities.
How Salesforce FSL is redefining field service operationsSoftweb Solutions
Field Service Lightning (FSL) connects your entire workforce on a single platform and empowers them to deliver better on-site service. With this AI-powered field service solution, you can enable your field technicians to improve the first-visit resolution, enhance employee productivity in the field and automate appointment scheduling - https://bit.ly/32OHJO9
Salesforce is a popular CRM software while ERP systems integrate back-office functions. Integrating Salesforce with an ERP system can provide benefits like a centralized 360-degree view of customers, better insights from access to more detailed data, and improved business processes through automated workflows. Key use cases of integration include easily managing inventory, enabling accurate sales quotes and proposals, and maintaining consistent customer profiles across systems.
How cognitive services can be used in various industriesSoftweb Solutions
We are gradually moving into the new era of app development, so in order to outperform your business competitors and have a thriving business you need to develop cognitive apps. These intelligent applications can interact with humans just like a human employee would do, understand natural language, identify hidden patterns and trends, learn from experiences and help you take evidence-based decisions.
For more details visit - http://www.softwebsolutions.com/resources/build-app-using-cognitive-service.html
The chatbot revolution poses a risk to apps. But are apps the only ones that are challenged by the bot revolution? Robots replacing humans has been a topic of discussion since past few years. But, will this question still prevail even when the artificially intelligent bots don’t have a physical form?
How Amazon Echo can be helpful for the healthcare industrySoftweb Solutions
Very soon doctors, nurses, patients and even pharmacists will start using Alexa in their personal and professional lives. Let's see how Alexa can be game-changer for healthcare professionals and patients.
Choosing a right IoT platform provider is not so difficult if you ask right questions to the provider before purchasing. So, here are the 8 questions that you must ask to an IoT platform provider before making a purchase.
Service Design takes UX further by involving more stakeholders and understanding their emotional journeys and reactions to a product or service. Learn more at http://www.softwebsolutions.com/resources/webinar-on-deep-dive-into-service-design.html
Leverage IoT to Setup Smart Manufacturing SolutionsSoftweb Solutions
The Internet of Things (IoT) is now to involve in manufacturing unit to deliver and enhance the productivity of companies through smart factory concept. It gives full business insights of manufacturing process and deliver data on their devices. View more at - http://www.softwebsolutions.com/iot-manufacturing-solutions.html
Sensors, Wearables and Internet of Things - The Dawn of the Smart EraSoftweb Solutions
IoT, Sensors, Wearables are having a huge impact on various areas including manufacturing, healthcare, retail, and logistics by bringing together data, people, process, and things. Visit http://www.softwebsolutions.com/internet-of-things-applications.html for details.
Automated solution with AWS to securely monitor and analyze various parameters of websites. Visit: http://blog.softwebsolutions.com/a-secure-and-scalable-motioning-solution-with-aws/ for more details.
Internet of Things will generate ample of value to business in coming years, visit http://www.softwebsolutions.com/trends/internet-of-things/internet-of-things-applications.html for more details.
Enterprise Mobility Solutions for Manufacturing IndustrySoftweb Solutions
Want to Simplify and standardize your business systems? Softweb Solutions provides perfect automation solutions for manufacturing industry to increase efficiency / productivity of employees and assets.
This document presents an Android app called Noti-Fi that uses WiFi signals for indoor positioning and notifications similar to iBeacons. It discusses how Noti-Fi does not require additional hardware or an SDK, works with existing WiFi infrastructure, has high accuracy of location detection, and is compatible with all device versions and operating systems. The team's roles are identified and it is noted that a major challenge was developing the indoor positioning algorithm using WiFi signals.
This document discusses using Node.js to build a song sharing application that allows users to upload songs, stream songs from a Node server, notify followers of song uploads in real-time, share songs with followers using social media, and uses modules like Express, Socket.io, and Nodemailer. Key aspects of the Node server architecture involve streaming songs to multiple clients and notifying clients of new uploads.
One of the Softweb Hackathon 2014 team presented "Beacon applications" - how Beacon can be used in Inventory Management, Library Application, Hospital Application.
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How AI is Disrupting Service Industry More Than Design ThinkingBody of Knowledge
Artificial Intelligence (AI) and Design Thinking are two powerful tools that, when used together, can revolutionize the service industry. By combining these approaches, businesses can develop innovative solutions that enhance customer experience, increase efficiency, and drive growth. Here's how AI and Design Thinking are disrupting the service industry
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A complete Salesforce implementation guide on how to implement Salesforce
1. A complete guide to successfully
implement Salesforce
An Avnet Company
2. Contents
A complete guide to successfully implement Salesforce 2
1. Executive summary.............................................................................................................................. 4
2. What are the prerequisites of Salesforce implementation?...................................................... 5
2.1 Post-implementation roadmap .......................................................................................... 5
2.2 Prerequisites .......................................................................................................................... 5
2.3 Common Salesforce implementation mistakes ............................................................6
2.4 Salesforce implementation best practices......................................................................7
3. How to implement Salesforce?......................................................................................................... 8
3.1 Step 1: Plan and prepare ..................................................................................................... 9
3.1.1 Build an implementation team.............................................................................. 9
3.1.2 Set metrics for success .........................................................................................10
3.1.3 Design a sophisticated system architecture.....................................................11
3.1.4 Establish project methodology & timeline.........................................................11
3.1.5 Build a clear communication channel.................................................................11
3.2 Step 2: Setup and customize Salesforce CRM.............................................................12
3.2.1 Building a working prototype ..............................................................................12
3.2.2 Decide the right level of customization ............................................................12
3. 3A complete guide to successfully implement Salesforce
3.3 Step 3: Deploy Salesforce CRM.......................................................................................13
3.3.1 Add users..................................................................................................................14
3.3.2 Define user access and permissions.................................................................14
3.3.3 Import data................................................................................................................14
3.3.4 Prepare for go-live..................................................................................................15
3.4 Step 4: Drive user adoption...............................................................................................15
3.5 Step 5: Maintain the system..............................................................................................16
4. Business benefits of using Salesforce..............................................................................................17
5. Conclusion ...............................................................................................................................................18
6. About Softweb Solutions......................................................................................................................19
Contents
4. Salesforce is a leading cloud-based customer relationship management (CRM) platform. It streamlines and
optimizes an organization’s business operations on all fronts of sales and customer relationships.
Salesforce renders a tremendous value to myriad industries, from tracking their customer’s activity to
marketing automation. Because of its high-value potential and ubiquitous nature, many organizations have
been scrambling to implement Salesforce within their business processes. However, Salesforce services,
when implemented properly, have shown significant returns and improved competitive edge.
Today, several multinational corporations are leading the pack when it comes to utilizing Salesforce for
driving sales, providing superior customer service, identifying and building strategic marketing
opportunities. If your organization has not fully implemented Salesforce services, it may fall behind the
league of competitors in the market. So, it is crucial to evaluate how Salesforce can transform your
organization before implementing it, which should be a carefully thought out process that requires a
detailed execution strategy. Otherwise, it may turn out to be an expensive failure.
In this whitepaper, we will showcase how to leverage Salesforce by effectively implementing it into your
business operations to give your company a competitive advantage.
Executive Summary1
4A complete guide to successfully implement Salesforce
5. 5
What are the prerequisites of Salesforce implementation?2
A complete guide to successfully implement Salesforce
2.1 Post-implementation roadmap
Before building any structure, we normally tend to begin with a blueprint and Salesforce implementation
requires the same approach. For efficient and effective implementation of the world's leading cloud-based
software, building a solid post-implementation plan becomes very crucial. For that, it is imperative to identify
various stages such as exploration, installation, initial rollout and complete implementation. However,
stages of implementation vary from organization to organization, depending on their business goals, ways
to deal with the execution process and extension of tasks.
As Salesforce implementation assists enterprises to digitize the sales, marketing and customer service
processes, they need to be tactful while planning the post-implementation process. To make the most of
Salesforce, organizations should plan a unique procedure with a clear path forward. The
post-implementation plan therefore must not just be about the technology, but about the users who are
going to use the solution. Post-implementation planning not only lets enterprises structure their
implementation, but also carefully review the areas that may be risky or in need of extra attention.
2.2 Prerequisites
Salesforce helps organizations integrate all the business-related aspects on a single platform. Lack of
proper preparation can often make businesses go overboard, leading them towards huge investments.
Consequently, it becomes significant for businesses to identify the essentials of a successful Salesforce
deployment. A simple checklist of prerequisites listed underneath will facilitate enterprises to choose the
right technique and methodology for an effective Salesforce implementation:
6. 6A complete guide to successfully implement Salesforce
• A robust, scalable architecture
• A team of industry-specific experts
• Data cleaning and precise data analysis
• Experienced Salesforce implementation partner
• A dedicated in-house Salesforce administrator
• Effective communication plans
2.3 Common Salesforce implementation mistakes
The key to a successful Salesforce implementation is to recognize the biggest mistakes and avoid the
common roadblocks that delay your ROI. Having a planned implementation strategy helps in mitigating the
top issues encountered. Listed underneath are some common mistakes made by organizations during
Salesforce implementation that could be corrected easily with the right strategy.
• Not choosing the right implementation partner
• Devoid of post-implementation plan
• Incomplete and over-complicating requirements
• Failing to receive internal buy-in
• Not investing in Salesforce administration
• Pulling the raw data incorrectly
• Absence of clear business goals and vision
• Focusing on non-mission critical areas
• Failing to clean-up data and migrate it
7. 7A complete guide to successfully implement Salesforce
2.4 Salesforce implementation best practices
In today’s fast-paced world of business, being able to collaborate effectively within an organization is key to
strong business productivity. And organizations can achieve this by deploying Salesforce. Merely
subscribing to Salesforce is not adequate, but implementing it in the right way is necessary.
To make the process as smooth as possible, organizations must know a few best practices and
recommendations for a well-executed Salesforce deployment. Here are a few tips on how to efficiently
implement Salesforce, so that it integrates perfectly with any organization.
• Leverage your force and ensure that they have the right number of Salesforce administrators,
developers and analysts in your organization.
• Customize Salesforce to your unique business processes to get the most of it.
• Plan everything well in advance as the best implementations are meticulously planned.
• Maintain thorough documentation of the complete Salesforce implementation process right from
configuration settings to test plans.
• Diligently review the integration requirements and control integration touchpoints to save on costs and time.
• Organize components according to the needs of your business so that they can be leveraged and
reused across other apps with similar functionalities.
• Determine how clean and precise your data is and create a plan to clean it if necessary.
• Choose an experienced and truly qualified Salesforce implementation partner for successful
Salesforce deployment.
Salesforce claims that their customers get an average of 37% increase
in revenue from proper implementation of the solution.
8. 8A complete guide to successfully implement Salesforce
How to implement Salesforce?3
Consulting
Plan and
prepare Setup and
customization
Deployment
User adoption
System
maintenance
1
2
3
4
5
6
9. 9A complete guide to successfully implement Salesforce
3.1 Step 1: Plan and prepare
The first step is to define your business objective and project timeline along with building a team of
proficient professionals. Getting the planning and preparing for a right step is pivotal for businesses to
implement Salesforce because then they would no longer have to waste their time in backtracking.
3.1.1 Build an implementation team
To identify the right set of resources is critical for the success of Salesforce implementation. Build a strong
team of proficient industry experts, project managers and administrators for a smooth implementation
process. It is not essential to have a massive team, but having the right set of key personas is adequate to
bring the working operational structure in action.
• Executive champion - An executive is the one who participates in every business process from
beginning to end i.e. from participation in the process implementation to going live and beyond.
• Project manager - Project managers are the subject matter experts who work with the implementation
partners to make sure that organizational feedback is executed by managing the project line as well as
budget. Make sure to choose someone with a deep understanding of the platform.
• System administrator - System administrators are essential for the daily management of Salesforce
operations and administration of the system after deployment. While appointing a system
administrator, ensure they possess expertise and capability to take ownership of the system.
• External support - An external support could be someone who may have the proficiency to access the
system and whose feedback must be collected during the implementation process or in advance.
10. 10A complete guide to successfully implement Salesforce
3.1.2 Set metrics for success
The first step also involves setting up realistic business objectives and defining metrics for delivering a
tangible approach to gauge the overall success of Salesforce implementation. Before deciding upon the
implementation strategy, it is imperative to articulate business goals, which refers to:
Specific
Measurable
AchievableRealistic
Time-based
11. 11A complete guide to successfully implement Salesforce
3.1.3 Design a sophisticated system architecture
The next step is to design an appropriate, well-architected data model that defines the relationship between
various kinds of data in an easily accessible way through an Entity Relationship Diagram (ERD). Without a
well-structured system architecture, it becomes challenging for organizations to bring automation in a
business or create scalable solutions. To create a well-orchestrated data model, organizations require to
enact the right mix of custom objects and standard to store data from business processes. You must also
create robust strategies that utilize all your data to deliver the right recommendations to your customers
with the help of Salesforce Einstein, which is an added artificial intelligence that is built right into Salesforce.
3.1.4 Establish project methodology & timeline
One of the important steps is to establish a strategic project methodology and define a timeline for the
same. There are usually two types of widely used methodologies - 'Waterfall' and 'Scrum'. For successful
Salesforce implementation, choosing an efficient implementation approach is not adequate, as defining a
timeline is equally essential for different phases including designing, building and deployment. However,
building a project timeline depends on the type of a business approach and prioritized requirements of an
organization.
3.1.5 Build a clear communication channel
Salesforce implementation is a team effort, rather than an individual task. To oversee the implementation
process and address the ever-evolving concerns, project managers require to build a persuasive
communication channel amongst team members. However, teams require to communicate often internally
and with executive/project managers, so that executive sponsors can know about the upcoming changes in
advance.
12. 12A complete guide to successfully implement Salesforce
3.2 Step 2: Setup and customize Salesforce CRM
After choosing an implementation approach, building an implementation team, designing sophisticated
system architecture and establishing a project timeline, the second step is to set-up and customize
Salesforce CRM. Customization is itself considered as a miniature project and hence figuring out the right
mix of out-of-the-box custom developments and configuration features becomes incredibly essential for
businesses. For an efficient Salesforce CRM set-up, organizations must build a robust working prototype
and decide upon the right level of customization.
3.2.1 Building a working prototype
The next step is to build a working prototype and execute the preparatory system architecture. A powerful
prototype assists an organization to keep its user base engaged during the entire business process review
and when the product goes live. Prototyping is usually referred to as 'User Acceptance Testing (UAT)'. The
testing process facilitates businesses to incorporate more functionalities into the existing solution for which
feedback has already been received.
3.2.2 Decide the right level of customization
Apart from its many out-of-the-box configuration features, Salesforce supports customizations through its
flexible framework, which can be considered as the underlying support system for all custom requirements
of an organization. It is imperative to build an event-driven architecture, provide a runtime environment,
out-of-the-box components and libraries for building custom components that businesses can use to meet
modern-day technical and management needs and deliver new applications faster. An organization can
customize different Salesforce CRM components, however, following are some of the common components
that can be customized:
13. 13A complete guide to successfully implement Salesforce
• Custom objects - Custom objects are a big part of Salesforce for most companies. Businesses can
easily create custom objects and setup automation between those custom objects and other object
data with the help of workflows or custom code.
• Customize the application – Design page layouts, custom tabs, custom objects, rules, custom fields
and other application customizations based on modern-day business needs.
• Customize reports – To keep track of the information defined in the planning process, customize the
reports by adding the required information in it.
• Customize layouts - Salesforce layouts are easy to change and manipulate to suit the fields that an
organization would like to display to its users. Thus, the Salesforce platform includes page layouts that
an organization can create on its own.
3.3 Step 3: Deploy Salesforce CRM
The timeline for deployment and the associated schedule is already rationally defined by the project
managers during the planning stage. So, the third step is the deployment of Salesforce CRM. In this phase,
the deployment team must carry out the following processes:
• Loading the intact production seed data.
• Putting the system in the live mode in production.
• Providing support in the 'go-live' stage as per the production plan.
• Finishing system production transformation activities.
• Examining the production feedbacks and reviews of the customer.
14. 14A complete guide to successfully implement Salesforce
3.3.1 Add users
Adding users in Salesforce CRM is imperative to enable them to log in and access the data suitable for
them. It is one of the simplest yet crucial processes. Adding users into Salesforce CRM serves two
significant objectives:
1. Ensures that they are linked to the correct roles before going live.
2. Mapping all organization-wide user-profiles/roles and associating them to the system facilitates the
sales team to determine how they see the data.
3.3.2 Define user access and permissions
Salesforce offers a more user-centric design approach and implementing it within a business model
prompts collaboration between teams and possess the power to break down silos. That being so, for many
people having access to the system, it is imperative to define user access and permissions to create a
robust internal security model. The next generation of the Salesforce model optimizes speed and increase
workforce productivity. However, the Salesforce security model is highly complicated, hence it becomes
essential to choose the right Salesforce consultant.
3.3.3 Import data
Most organizations already have contacts and account information stored somewhere in spreadsheets, in
the heads of their sales reports or their email accounts. Getting that data into Salesforce CRM is one of the
most important steps of the implementation process. To walk an organization through the process of
importing account and contact information along with leads, Salesforce offers a step-by-step data import
wizard.
15. 15A complete guide to successfully implement Salesforce
3.3.4 Prepare to go-live
After a successful Salesforce implementation, if an organization is confident about the architecture, solution
and testing, then they should start preparing for the 'go-live' stage. For seamless implementation, develop
a go-live checklist, which should include all the data to be transformed, integrations required to be rebuilt
in the production environment and a few other configurations. The go-live checklist should also recognize
the process of deployment, an organization intends to adopt. There are a lot of dependencies in Salesforce
and some configurations cannot be deployed before others. Thus, it is advisable to prepare an order list so
that when the time comes to deploy the implementation, everything is deployed in the correct order.
Moreover, before entering into the 'go-live' stage, it is essential to identify and fix potential issues such as
runtime errors, latency, downtime, etc. For this, businesses need to move their entire configuration to a
sandbox environment and examine how it operates under a large chunk of data.
3.4 Step 4: Drive user adoption
The most critical step is to get the users on board. To ensure user adoption and set the business up for
exponential growth, it is essential to support end-users and measure adoption. User adoption starts with
executive sponsorship. Measuring adoption is crucial, both instantly after the 'go-live' stage and in the
future.
For the initial deployment, the sponsor must communicate precise and clear expectations to the team.
To track the progress right from the beginning, executive sponsors must ask to setup user adoption
dashboards and usage reports.
16. 16A complete guide to successfully implement Salesforce
Three demanding characteristics that must be in play for successful sales operations are:
• Sales operations must be precise, formal and dynamic.
• Customer relationships should reflect salespeople as trusted partners or strategic advisors.
• Sales methods need to be embraced by the organization’s sellers.
3.5 Step 5: Maintain the system
As Salesforce helps an organization to take its marketing, sales and customer relationship management
activities to the next level, the last and one of the most significant steps is to maintain the system. It is
essential to support the users in real-time and resolve their queries more effectively and rapidly. Once
Salesforce CRM is live, a fresh cycle of planning commences for the subsequent phase, as the business
makes new functionalities available to add more value and respond to user requests.Release management
should begin as soon as possible after the initial deployment. This approach will also let end-users know
which of their needs and requests the business is addressing.
17. 17
Business benefits of using Salesforce4
A complete guide to successfully implement Salesforce
There are numerous advantages of utilizing Salesforce for your business operations, so let us see some of
the outstanding benefits of Salesforce.
Sales Marketing CRM
• Accurate sales
forecasting
• Maximized ROI
• Boost productivity
• Streamlines business
process
• Ubiquitous access
• Better visibility
• Drives steady growth
• Shortens sales cycle
• Business automation
• Customized and
targeted customer
• Targeted CTAs
• 360-degree view of
customers
• Better data for smarter
decisions
• Time management
• Personalized customer
experience
• Enhanced user
engagement
• Improved customer
service
• Stronger client
relationship
• Less client attrition
18. 18A complete guide to successfully implement Salesforce
Conclusion5
By leveraging the best Salesforce implementation methodologies, organizations can make their
Salesforce deployment process a huge success and thus transform their business. This helps them to
easily identify the areas of productivity improvement, automate their everyday tasks and make the right
customer contact information or feedback always available to the sales team for improved customer
service.
Although Salesforce implementation requires proper planning and preparation, it is essential to choose
the right partner for a successful Salesforce implementation. It is crucial to choose a partner who can get
business objectives achieved through the deployment of Salesforce CRM at optimum cost.
19. Softweb Solutions Inc. is a tech consulting and development company with offices in Chicago and Dallas. It works with organizations across the world to
implement the best-of-breed solutions and processes to help them meet their business challenges.
Over a decade of experience with the world’s leading companies has given us the expertise to offer strategy, design, engineering solutions and R&D services to
companies in every industry. Our clients are able to stay ahead of the curve by leveraging our expertise in all the tech areas – from IoT systems to data science
projects and mission-critical apps, we never fail to deliver.
ABOUT SOFTWEB SOLUTIONS
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Plano, TX 75024
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2531 Technology Drive, St 312,
Elgin, IL 60124
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Bodakdev, Ahmedabad,
GJ 380054
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866-345-7638
info@softwebsolutions.com
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