7 Points To Consider Prior To Salesforce Implementation

Are you about to start with your Salesforce implementation? Here is a quick run through of things we believe you should know.

To put it ideally, Salesforce implementation has the following steps:

  • Plan
  • Analyse
  • Design
  • Build & Validate
  • Deploy

However, every implementation is not ideal. There could be iterations in the steps given above.


A vision is a foresight, a sneak peek into the future of the unexpected trends, results, goals, and objectives for an organization. A visionless implementation is equal to an aimless journey, no doubt. A successful CRM project should obviously start with a clear vision of the goals ahead. The vision will drive the strategies and decisions at every step of your implementation. Questioning helps. What makes your business goals? Is it to build long-term relationships? Is it to create customer loyalty? Is it to increase sales? Set your goals and share them with everyone in the organization for better results.


Henry Ford rightly puts it, “Coming together is a beginning. Keeping together is progress. Working together is a success.” No project can be completed or brought to fruition without a dedicated team in the background. It isn’t any different when it comes to Salesforce Implementations. In order to achieve your vision, you need to have a project team or steering committee that includes major stakeholders. It’s a common mistake to assign a single project owner and expect that person to deliver a finished product. To be successful, you need the buy-in and participation of people with various perspectives and skills, including stakeholders from all business units.

Business Process:

A business process is nothing but a collection of linked tasks that find their end in the delivery of a service or product to a client. On a further note, it can be defined as a set of activities and tasks will accomplish an organizational goal once completed. When you want to get the most out of Salesforce CRM, you need to make it work the way you do it. That explains why it is critical to define your business process so you can prioritize the features, reports, and customizations as you prefer.

However, while you work to define your process, be aware of too much complexity. The point is to keep it always simple. Also, get feedback from prospective users before you launch- and all along the way as you refine and build out your application.

Measure Success:

Before you start the implementation, you should be clear about the ways of measuring the impact or success of it. It will help to reach your goals fast if you track the progress along the way. So far, we’ve discussed the importance of having a vision, goal, and a business process that can meet those goals.

Along the way, you also need to track those measures that show you’re moving towards your goal. But then, what should you measure? How do you know you’re on track—and that you’re staying on track? That is where key performance indicators (KPIs) come in. KPIs will show the areas where the project meets your goals. They’ll also help to identify whether you need to change the course.

For instance, the success metrics can be:

  • Closed Sales (QTD rate)
  • Top 5 Sales Reps
  • Key Opportunities
  • Lead Conversion Rate
  • Completed Activities


The only person, who can make a usability factor adaptable to a new Salesforce Implementation, is the user himself. Train the user to make him feel that Salesforce is not that difficult to master and understand and the user will reap astounding results once he/she starts using it.


Data is the backbone of any CRM. It is the treasure that is being hidden in the labyrinths of CRM (in this case Salesforce). Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if incomplete, incorrect, or irrelevant data is present.

Here go a few things to consider vis-à-vis Data in Salesforce implementation:

  • Data Quality is of utmost importance. Make sure your users understand this and do your bit by means of Data
  • Quality Checks here and there (Validation rules etc.)
  • Train the users to cleanse the existing data, if possible
  • Have a clear Data Management Strategy in place.

Expert’s Job:

It is natural to believe that there is enough and more of information available about Salesforce on the internet and try implementing it ourselves to save a few pennies. But, be aware, an ill-implemented Salesforce Implementation might cost more than hiring experts do the job for you the first time.

By Cube84.com

CUBE84 is a Salesforce consulting partner help businesses and non-profits to automate operations by leveraging the Salesforce and Pardot.


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