Essential tasks after Salesforce implementation


Essential tasks after Salesforce implementation

What are the key tasks you need to perform to ensure successful Salesforce implementation after it deployment? Find out here.

Salesforce is a cloud-based customer relationship management (CRM) software that provides businesses with a comprehensive suite of tools for managing customer relationships, sales, and marketing efforts. 

It offers a variety of features, including lead and opportunity management, sales forecasting, and reporting and analytics. However, simply implementing Salesforce is not enough to guarantee success. In fact, research shows that up to 70% of Salesforce implementations fail to meet expectations. 

In this article, we will discuss five strategies that businesses can use to improve their Salesforce implementation after the first few months.

Provide Comprehensive Training

One of the main reasons for Salesforce implementation failure is inadequate user adoption. Even the most feature-rich CRM is worthless if the users do not know how to use it. Salesforce offers a variety of training options, including online courses, user guides, and in-person training. However, businesses must ensure that the training provided is comprehensive, relevant to their business processes and users, and ongoing.

According to Salesforce’s 2021 State of Sales Report, companies that provide comprehensive training for their employees experience a 24% increase in sales productivity. Similarly, a study by the Aberdeen Group found that companies with a dedicated training program had a 24% higher CRM adoption rate than those without.

Customize the Platform

Salesforce is a highly customizable platform that can be tailored to the specific needs of a business. By customizing the platform, businesses can ensure that they are getting the most out of Salesforce and maximizing its potential. Customization can include everything from creating custom fields and workflows to developing custom applications and integrations.

Research shows that customized Salesforce implementations have a 75% higher user adoption rate than those that are not customized. Similarly, a study by the Aberdeen Group found that companies that customize their CRM solution experience a 50% higher user adoption rate than those that do not.

Monitor Data Quality

Data is at the heart of Salesforce, and poor data quality can lead to inaccurate reporting and analysis. According to a study by Experian, 91% of companies believe that their revenue is affected by inaccurate data. It is, therefore, essential to regularly monitor data quality and take steps to ensure data accuracy.

Salesforce offers a variety of tools to help businesses monitor data quality, including data validation rules, duplicate detection, and data cleansing tools.

Regularly Analyze Metrics

Salesforce provides businesses with a wealth of metrics and reporting capabilities that can provide valuable insights into their business performance. However, simply collecting it’s just the beginning of your actual implementation plan. Businesses must regularly analyze their metrics and take action based on the insights gained.

According to Salesforce, companies that regularly analyze metrics see a 26% increase in win rates. Similarly, a study by Aberdeen Group found that companies that use analytics to guide sales decisions achieve a 58% higher sales quota attainment rate than those that do not.

Salesforce is a powerful CRM tool that can help businesses streamline their sales and marketing efforts. It is necessary to provide a series of updates in regard to the software itself and software usage, to guarantee a successful implementation.