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Best strategy & industry practices for Salesforce implementation


The process of integrating Salesforce CRM into an organization’s system to advance operations and boost income through Salesforce Services is known as Salesforce implementation. Salesforce implementation is a complex procedure that needs to be managed only by experts. A team of Salesforce Consulting understands the current figures of a business in terms of sales and revenue. After alignment of the current processes with goals, the implementation of Salesforce gets started without hindering the current ongoing operations.

“Salesforce Economy is likely to generate $66.4 Billion in New Business Revenue by 2026”

Source: Economic Times

How is Salesforce Implementation is performed?

To implement Salesforce, a company must recruit a team of Salesforce developers and consultants. It should designate internal managers at various levels to offer and maintain informational data. Salesforce implementation is divided into three stages: pre-launch, launching process, and post-launch.

Pre-launch is choosing the right implementation partner, planning, setting up the team, and allocation of the budget.

During the Launch: Configuration, Customisation, Integration, and Data Migration are carried on.

Post Launch: Salesforce training for internal organization members and post-implementation assistance.

1) Pre-Lunch Implementation:

Teams are formed to understand the client’s business needs, which includes determining the cost and timeline of the implementation project.

2) During the Launch:

A. Customisations and Configuration:

B. Integration:

C. Data Migration:

3) Post-Launch:

Even after the successful launch of Salesforce, there are still many items on the Salesforce implementation checklist that need to be completed.

A) Salesforce Training:

B) Support:

Salesforce Implementation Strategy

1. Understanding of the client’s business:

One of the foremost steps before the launching of salesforce implementation is to learn about the business requests of the clients.

You need to learn about the reason for stakeholders indulging in salesforce implementation and their goals aligned with the implementation.

To understand this completely, you need to look at the following things-

2. Define stakeholders:

Stakeholders are individuals or teams apart from developers and consultants that will handle the implemented systems, project managers, and decision-makers.

3. Define Goals:

Define goals, and key performance indicators to completely understand the need for salesforce implementation.

4. Testing:

Testing of the required processes and systems in between the launch related to salesforce configuration, customization, and data migration.

5. Strategizing:

Prepare a strategy that involves the risks associated with each stage and perform accordingly.

6. Time and Cost:

7. Post-launch support:

Salesforce isn’t limited to its launch as there are proper strategies applied to take after-launch care. Training programs for employees to understand the complexity of salesforce are carried out post-launch.

Dos and Don’ts for Salesforce Implementation

Pre-launch Dos

Pre-launch Don’ts

Do… hire an expert team for Salesforce implementation
Don’t… perform Salesforce on your own
Do… Pre-set the goals of implementation
Don’t… Start without planning and strategizing
Do… set a realistic time frame
Don’t… ignore deadlines
Do… set your budget
Don’t… ignore extra costs if incurred
Do… prepare a risk management strategy
Don’t… ignore implementation risks

During the Launch Dos

During the Launch Don’ts

LAUNCH DO's Don'ts
Do… take care of the existing customers of the system
Don’t.. ignore end-users
Do… Customize
Don’t… settle on default features
Do… prepare a set of data before migration
Don’t… ignore risks involved in data migration

Post Launch Dos

Post Launch Don’ts

Do… focus on post-implementation support
Don’t… think it is over after Salesforce is live


Salesforce Implementation is done to boost automation and increase the revenue of a business. . It  also minimizes the manual load on all the employees. Thus, a team of professionals must be consulted to strategically go about  the complex task of Salesforce implementation, while not interrupting the ongoing operations. 

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