How to Implement Salesforce Successfully? - PowerPoint PPT Presentation

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How to Implement Salesforce Successfully?

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Recently it has been observed that more and more business owners are planning and preferring to move to Salesforce. – PowerPoint PPT presentation

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Title: How to Implement Salesforce Successfully?


1
How to Implement Salesforce Successfully?
  • Recently it has been observed that more and more
    business owners are planning and preferring to
    move to Salesforce. When organizations decide to
    move to Salesforce, they need to know some
    facts. In this post, we would discuss some of the
    essentials aspects that we need while moving to
    Salesforce.
  • Today through this post, we will discuss
    Salesforce introduction, and then we will know
    the considerable aspects to move to Salesforce
    for every size organization. So let us discuss
    them one by one.
  • What is Salesforce?
  • Salesforce is a popular CRM that is used by every
    size organization to manage its business
    operations. It serves both profit and non-profit
    organizations of the market. Salesforce provides
    the following benefits to business organizations
  • A special NPSP or nonprofit success pack of
    Salesforce CRM provides various business
    benefits to common nonprofit database needs.
  • Salesforce Foundation donates then free
    Enterprise licenses for nonprofits. It gives
    the user the freedom to use ten free seats at no
    cost.
  • Salesforce users can extend core functionalities
    to its users through various basic and advanced
    tools like MailChimp, PayPal, Event Brite, and
    many others.
  • There are many reasons and benefits of Salesforce
    due to which organizations use it. To configure
    and setup Salesforce user needs to consider
    certain aspects and some of them we are going to
    discuss in our next section.
  • 4 Considerable Facts to Move it Salesforce
  • Its Not Absolutely Free
  • You may think that the ten freely available
    Salesforce seats offered by them will be
    sufficient, but in reality, you may need more
    seats either for your implementation team or
    integrated apps. Another fee that can be added
    for you is the cost of data storage. For
    professional and enterprise plans you may need
    1GB or 10GB storage, but if you need to buy some
    additional storage then will have to pay extra
    cost for that. The cost of Salesforce data
    storage blocks is
  • 125/month, and the file storage cost is
    5/month.
  • Expensive and Costly Salesforce Implementation
    Process

2
  • Whether Salesforce provides some support to get a
    license and provide some support, but still you
    need some additional staff and team members to
    move data from your in-house storage to
    Salesforce and to train your staff for this
    transformation. You may have to pay some amount
    around 5K to 100K for this implementation as
    per your requirement. Below-listed are some of
    the paid activities for this implementation
  • CRM Configuration
  • Discovery
  • Data Clean Up
  • Training and Support
  • App Installation and Testing
  • Data Import and Testing
  • The amazing flexibility of Salesforce makes it
    more complex and help you in the decision making
    the process.
  • User May have to Work with More Than One Vendor
  • Well, many app vendors can help you in successful
    Salesforce implementation. It still does not
    provide native functionalities like email
    marketing, online donations, and event
    management. You may need some of the additional
    apps to get installed and install as per your
    requirement.
  • Affect on the Org Chart
  • If you need and require maintaining the system
    for you, then you may have to hire an
    implementation partner that may again cost you.
    Similarly, for any web application
    implementation, you may again need an experienced
    Salesforce Developer. Well, to get the return on
    your investment, you may need to pay some
    additional cost. So, just for your database
    management and web application development like
    activities you may need to hire some additional
    cost.
  • Conclusion
  • Well, the organizations that are either using
    Salesforce Classic or fresh Salesforce version
    must consider some of the additional aspects.
    The additional features may be paid or unpaid,
    but if you consider them, then Salesforce
    implementation may not be successful.
  • Reference-https//medium.com/_at_richarddrew/how-to-
    implement-salesforce-successfully- e8c3bc5d1cce
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