Salesforce Implementation Guide: All You Need to Know

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Salesforce Implementation Guide All You Need
to Know
Powerful tools are only that if they are used
optimally. And almost all powerful tools are, in
a way, unwieldy until you master them. But that
should not deter you from using them. When it
comes to business insights, and management, that
kind of powerful tool is Salesforce. As they
say, it is the number one CRM. For it to become
that, it has to be much more layered and complex
than it shows. The deeper you dig, the more use
you will get out of it. However, businesses
generally dont have hours to spend learning and
configuring a tool by themselves. They need a
Salesforce implementation partner who can
configure it and conduct thorough training on how
to get the most out of it.
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Lets dig deeper into the Salesforce
implementation process. What is Salesforce
Implementation? What are the types of Salesforce
Implementation? The process of assessing
Salesforce needs for a business and configuring
select modules of Salesforce for said business
to get them insights is what we call Salesforce
implementation. There are, of course, various
ways to do it 3 Types of Salesforce
Implementation The golden words are Salesforce
implementation partner. You need them to do this
the right way. They are someone who knows
Salesforce in and out, are always updated with
it, and have experience in implementing it for
companies of various sizes and industries. Your
ideal Salesforce implementation partner is
someone who has experience with a company of
your size and your industry. These partners have
an entire Salesforce implementation guide and are
able to optimize how they go about it in terms
of assessing your requirements, setting up and
configuring, transitioning, and training. Leave
the entire process in their hands, and you will
be able to breathe easy as they go about it at
their pace. Here are three types of Salesforce
implementation projects 1. In-house
implementation In-house implementation is not the
most desired. Almost anyone who wants to
implement it will do it with a third-party
implementation partner. Occasionally some small
or mid-sized organizations will attempt to do it
in-house.
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There are fewer pros for it, namely lesser cost
and in-house team effort to learn Salesforce. On
the other hand, the cons are plenty. It takes
longer, the learning curve is messy and full of
hurdles not to mention, an in-house team will go
in with only a problem-centric approach rather
than a solution one because they will try to
solve the problems they see in their
organization. They will not have the foresight to
build a solution for further scaling and
challenges. 2. Third-party implementation Third-
party implementation partners provide end-to-end
services, from consultation to planning, final
employee training, and post-implementation
maintenance. It is definitely a significant
investment, but compared to in-house
implementation, it has much lower chances of
challenges. Third-party implementation is more
cost-effective and more long terms. The
implementation partners are Salesforce experts,
so they know exactly the challenges you face now
and the ones you may face while scaling. As
opposed to in-house implementation, the pros are
significantly more here. You get the third-party
implementation partners experience, expertise,
and vision. Because of this, the entire process
is optimized, smooth, and fast. They can also
show you benefits you can gain from Salesforce
that you didnt know about. Perhaps one of the
hardest things about onboarding a third-party
implementation partner is choosing the right
one. Another challenge is that you might be
dependent on them for continuous maintenance if
your in-house team is not up for it, which can
increase the long-term cost.
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3. Hybrid implementation approach A third option
is a hybrid approach. For this, your in-house
team has to be willing to shoulder their
responsibility and learn from the experts. Often
the third-party partners carry out the
implementation and train the in-house team. Then
the in-house team takes over employee training
and future maintenance up to a certain level. The
most significant pro of this method is that you
organically have in-house experts who can help
you maintain your solution. Need to know more
about what its like to have a third-party
implementation partner? We can be your
Salesforce implementation team!
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Why Should You Implement Salesforce? Salesforce
helps manage leads, opportunities, contacts, and
cases. It helps an organization get insights
into customer interactions, track sales patterns,
and so on. In simple words, to grow. Lets look
at the steps for implementing Salesforce
successfully. 10 Salesforce Implementation
Checklist/Steps Step 1 No one knows the
challenges an organization faces more than its
business stakeholders. It is crucial to know the
problem before you go seeking a solution.
Connect with the different stakeholders and teams
to understand their needs and challenges to
understand what kind of solution they require.
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Once you gather this information, you will have a
better idea of how to go about the implementation.
You will know what challenges to solve with
Salesforce and be able to set realistic
goals. Step 2 Document, document,
document! The next step in assessing the
requirement is to ask relevant teams to document
their current workflow and day-to-day tasks. Once
you have that, you will be able to plan how to
optimize them. Step 3 Timelines are
important! The third step is ensuring no projects
overlap, reducing the risk of resource shortage.
Planning rollout phrases, testing, and the
meeting become easier after you decide on the
project timeline. Moreover, you can evaluate your
needs/expectations with a high-level budget
estimate in mind. Step 4 A lot of factors
like company size, amount of data to be imported,
and customization influence project estimation.
To avoid hassles, you can create three layouts of
the implementation process pessimistic,
optimistic, and realistic. Step5 If you wish
to measure the success of your project, then you
need to set up concrete goals. These definitive
metrics can help you visualize the completion of
goals and adjust strategies accordingly.
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Step 6 Team collaboration must be explicit and
regular in order to attain implementation goals.
The key to the successful formation and enactment
of Salesforce CRM is efficient communication
between all parties involved. Step 7 You may
need to select certain people for the Salesforce
implementation process, even with limited
resources. A standard CRM project involves the
following stakeholders senior management,
platform users, sales, service, and marketing
providers, channel partners, customers, and IT
specialists. This does not necessarily mean that
you have a massive team one person is enough to
handle major roles. This primary stakeholder
ensures that you are prepared for the
implementation project moreover, they will
supervise the process internally and will be the
first point of contact. They would be technical
support, in charge of the systems you wish to
assimilate with or migrate from. Step
8 Prepare data for exfil! You must ensure that
the data sets are precise and error-free so that
they benefit the new business operations.
Additionally, you can set up policies to prevent
data duplication.
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Step 9 You need to have a definitive change
management plan in place before the
implementations launch. This plan must continue
throughout the project, and after the date, it
goes live. Step 10 Getting to know how the
new look feels is an essential step before moving
to it. It helps you regulate expectations with
respect to the capabilities of the system. Want
to know more about how implementation can happen?
We have all the answers here.
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• 4 Tips for Implementing Salesforce
• Hire a certified Salesforce admin
• When you hire a certified Salesforce admin, it
  will probably be a full-time job and will carry
  on after approval. There are nine official roles
  in Salesforce that are considered the
  cornerstone of the system, and an admin is one of
  them. Running the system smoothly, helping to
  build and implement new elements, and staying on
  top of the products and functionality are some
  of their responsibilities.
• Flexibility
• Should you bring in a partner, or when you add to
  the cache of knowledge, your plan may change
  while the implementation is taking place. You
  should be flexible and prepared for the
  last-minute changes that may crop up trial and
  error is the best strategy for alterations in
  your approach.

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• It is a good idea to include from every
  department and at every level so surprises
• and resistance dont sneak up on you. Make sure
  that you listen to them and are ready to adjust
  your strategy accordingly.
• Communicate
• You must give priority to communication and
  regularly update everyone in the organization
  regarding the progress of the implementation.
  Even if it is too early for many people to be
  involved, these updates will involve a part of
  the process. The key advantage of prioritizing
  communication is that you get regular feedback
  from the employees and the end-users of the new
  Salesforce system. This helps you shape an
  all-inclusive CRM platform for the users and
  promote better employee engagement.
• Offer training options and resources
• Everyone has different approaches to learning. An
  important thing you will come across in
  Salesforce implementation is the more types of
  training you offer, the better users can pick
  the type of training best suited to them and stay
  on top of updates. These could range from
  traditional classroom-style courses and official
  Salesforce training to apps, blogs, e-books, and
  gamified training. Salesforce is massively
  popular, which makes it possible for there to be
  plenty of resources to choose from.
• Hired consultants vs. in-house IT team, which
  one is best?
• The cost of using third-party consultants versus
  in-house IT teams can vary depending on various
  factors, including

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Third-party consultants Consultants typically
charge higher hourly rates than in-house IT
teams. However, they bring expertise and
experience from working on multiple projects,
which can lead to a more efficient and effective
implementation. In-house IT teams Hiring an
in-house IT team may be more cost-effective in
the long run, but it can take time to find and
train the right people. Additionally, the cost
of salaries, benefits, and training must be
considered. Project scope The size and
complexity of the project will impact the cost of
both third-party consultants and in-house IT
teams. A large and complex project may require
more resources and increase the cost. Location
The cost of hiring a consultant can vary based on
the location of the project. Consultants in
larger cities may charge higher rates than those
in smaller cities. Ultimately, the decision of
whether to use third-party consultants or
in-house IT teams should be based on the
specific needs and circumstances of the project.
It may be best to use a combination of both,
with in-house IT teams taking on routine tasks
and third-party consultants handling more complex
tasks or providing specialized expertise.
Overall, the Salesforce implementation cost may
be higher with third-party consultants, but
their work will be efficient. How will CRMJetty
help? CRMJetty has been in the industry for
software solutions for over 16 years now and has
extensive experience working with various
industries. Our Salesforce experts can help you
get the most out of the tool at your convenience
and help you achieve your business goals.
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