Top 10 Checklist For Successful Salesforce Implementation
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Successful Salesforce implementation requires diligent planning, organization, and execution. Key steps include defining business goals, assembling the right team, setting SMART goals, cleaning data, choosing the appropriate implementation approach, customizing the CRM, and training users. Following this checklist can help ensure a smooth and effective integration of Salesforce into a business's operations.
Top 10 Checklist For Successful Salesforce Implementation
- 2. Salesforce implementation is essential for driving your business seamlessly.
- 3. Implementing a Salesforce CRM will help you in integrating all the business related aspects on one platform. It will also help you in deriving business intelligence with ease. Salesforce implementation is not an ad-hoc activity. It requires careful planning and detailed execution.
- 4. Smallest mistake in planning the implementation could lead to major business impact. Lack of planning can often make you go overboard and lead to unnecessary expenses and delay in implementation.
- 5. Here is a quick checklist that could help you for successful Salesforce implementation.
- 6. Planning Preparation Organizing A Team Set SMART Goal Data Clean-up Decide Your Approach Freeze Your Priorities Customize The CRM Add Users To The System Enable The Users
- 7. Planning
- 8. Planning the implementation is the basic activity that needs to be done prior to beginning of the project. Planning stage would involve writing down your business goals, vision of your business, mission of your business, your area of expertise, and all the resources at your disposal. You must also write down your performance metrics as they will be key parameters in deriving business intelligence. In other words, planning would involve data collation.
- 9. Preparation
- 10. Next step for successful implementation is to use the available data for preparing the blueprint of implementation activity. You would need to understand the availability of your resources and the outcome that you expect at this stage. Planning requires you to take consensus from all stakeholders to ensure that everybody is on the same page.
- 12. Selecting the right team is half the battle won when it comes to Salesforce implementation. Every Salesforce implantation team would need to key members like executive sponsor, system administrators, trainers and sample users.
- 13. Executive Sponsor: an executive sponsor needs to be the guiding star right from the inception of the ideas, to mobilization, go live and other stages of the process. An executive sponsor is the head of the business. Project Manager: a project manager is your single point of contact for project updates. The role of the project manager is to oversee the entire implementation process and ensure that all the tasks are being achieved as per the set deadline.
- 14. System Administrator: System administrators play an important role in effective implementation. They need to understand the back end process and should understand the criticality of the application. They should be able to come with best possible solutions for any user challenges with regards to Salesforce implementation.
- 15. Trainers: Trainers are essential for creating reference materials and manuals for users. Trainers can help in identifying potential areas of learning and then create relevant training materials for the same. Users: test users are essential for checking the operational efficiency of the program. They are the first point of reference in identifying user based challenges.
- 16. Set SMART Goal
- 17. It is but natural that sometimes we may set unrealistic goals for implementation. It is ideal that all your goals are specific, measurable, achievable, realistic and time bound. Such goals are known as SMART goals. Smart goals allow you to divide the project into smaller goals and then track the implementation as per the deadline.
- 18. Data Clean-up
- 19. Many users neglect this step and directly upload the data in CMS. It is essential that you take time to analyse your data and clean it up. Data cleaning will provide you with an opportunity to check if you are tracking all the business critical data. It will also help view in reviewing additional data that can be tracked for better performance.
- 21. Conventionally Salesforce implementation can be carried out via two different approaches. The first approach is the conventional “waterfall” approach where the project is implemented in a sequential manner. Another approach is the “Scrum” approach whereby all project members meet once a week to monitor the performance. All the activities are carried out simultaneously and are monitored on a regular basis. It is important that you define your approach to implementation.
- 22. Freeze Your Priorities And Associated Time Lines
- 23. It is important that you decide a broad based timeline for Salesforce implementation. It is important that you set your priorities correctly. It is a good idea to make a list of all the features that are essential for Salesforce implementation and then divide them into must have and could have options. Your choice of approach for each implementation approach will affect your project timeline.
- 25. Once you have chalked out the implantation plan, listed down your resources, your approach and your time bound goals, it is time to set up the CRM and to customize it to suit your specific need.
- 26. Add Users To The System
- 27. Once you have set up the CRM, it is time to add users to it. These users will provide you continuous and consistent feedback on the system
- 28. Enable The Users
- 29. Last step in the successful Salesforce implementation is to train the users and enable them to use the CRM with ease.
- 30. Following this simple checklist can help you in ensuring swift and successful Salesforce implementation.
- 31. Read more on Salesforce: 1. How Social Media Integration With Salesforce Drives More Business 2. Top 10 Salesforce CRM Apps To Supercharge Your Business Productivity 3. Know Why Salesforce Is An Unparalleled Platform For SMB’s
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