7 Common Pitfalls In Salesforce Integration And How To Avoid Them
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The document discusses common pitfalls encountered during Salesforce integration and provides strategies to avoid them. Key issues include inadequate planning, poor data management, insufficient testing, lack of training, communication issues, neglecting security, and inadequate post-integration support. The document emphasizes the importance of thorough planning, robust data management, extensive testing, user training, compliance with regulations, and ongoing support to ensure successful integration.
7 Common Pitfalls In Salesforce Integration And How To Avoid Them
- 1. Engaging with today's increasingly digital landscape has been simplified through integrated platforms like Salesforce. However, integration is not always a smooth process, and certain pitfalls can disrupt the seamless flow of data and operations. Here, we've identified seven common pitfalls during Salesforce integration and proposed the best strategies to avoid them. Avoidance Strategy Spend adequate time on planning and scope definition. Clearly outline what you want to achieve with the integration, the data to be integrated, and the systems involved. Inadequate Planning and Scope Definition Many organizations jump into Salesforce integration without clearly defining their objectives and scope. That often results in unnecessary complications and implementation failures. According to Gartner, 75% of all ERP projects fail due to inadequate planning and unclear objectives. Avoidance Strategy Implement robust data management strategies. It can include data validation, deduplication, and implementing data quality tools. 01 02 03 04 05 06 07 Avoidance Strategy Implement extensive testing at every stage of the integration process, including unit testing, functional testing, and user acceptance testing. Avoidance Strategy Implement extensive testing at every stage of the integration process, including unit testing, functional testing, and user acceptance testing. Avoidance Strategy Implement middleware solutions and use APIs to facilitate seamless system communication. Monitor systems regularly to ensure ongoing data synchronization. Avoidance Strategy Understand and adhere to all relevant regulations. Implement strict security measures to protect sensitive data. Avoidance Strategy Ensure you have a skilled team in place for post-integration support. Also, consider employing a trusted integration service provider to handle any issues. Inadequate Data Management A Salesforce survey revealed that 34% of the sales reps' time is wasted on non- selling tasks, including managing data. Improper data management during integration can lead to data inconsistencies, errors, and inefficiencies. Insufficient Testing In the rush to integrate, organizations often overlook the importance of comprehensive testing. According to Tricentis, inadequate testing can cause software failures, costing the world $1.7 trillion in 2020. Lack of Training and User Adoption A study by Salesforce itself shows that 70% of CRM implementation failures are due to poor user adoption. Users may resist new systems due to a lack of training and understanding. Inefficient Communication Between Systems Post-integration, some companies face issues with different systems not communicating effectively. That can lead to delayed processes, data inconsistencies, and operational inefficiencies. Neglecting Security and Compliance Non-compliance with regulations like GDPR and CCPA can lead to hefty fines and loss of customer trust. However, 49% of businesses admit that they don't know enough about compliance laws, as revealed by Varonis. Inadequate Post-Integration Support Many organizations underestimate the importance of post-integration support, leading to unresolved issues and operational inefficiencies. According to a report from Panorama Consulting, 21% of ERP implementations fail due to inadequate post-implementation support. This infographic is created by: GetOnCRM To know about us visit: getoncrm.com www.getoncrm.co.uk /GetonCRM /company/getoncrm-solutions @getoncrm /getoncrm_solutions GetOnCRM, a leading Salesforce Silver Consulting Partner, helps customers to get their CRM off the ground with a professional implementation process catered to their specific needs. Contact us for any Salesforce requirements. About GetOnCRM Solutions AVAILABLE ON appexchange SILVER CONSULTING Partner 9/10 Customer Satisfaction 80% Salesforce Certified Team 75+ Number Of Projects And How To Avoid Them Salesforce Integration Common Pitfalls In