Implementing Salesforce is always a success for any company, although for the process to be successful it is important to have a good strategy and expert professionals behind it.
salesforce implementation
Adopting new technologies like Salesforce is like driving a Formula 1 car. Although it may look like our utility vehicle on the outside, we all know that to drive it and get the most out of it, certain knowledge and a lot of practice are required. But this is not always achieved on the first try…
Have you purchased one or more Salesforce solutions and feel that you do not have full control of the tool? Do you think it is not performing at its best? Have you not obtained the expected results? Is working with it more complicated than before? If you answer yes to any of these questions, it means that you still need “training” to drive its Formula 1.
As Salesforce partners and having worked with numerous austria phone number data companies that have acquired the tool, we have encountered cases in which the adoption process has been altered for some reason.
alesforce implementation begins… now what?
If you are in this situation, you are likely to encounter some of these obstacles on the table. Based on our experience, these are the most common ones:
1. Poor control of the tool
"How can I add members to this campaign?", "How can I make a report of the opportunities closed last month?"... These are some of the questions that can arise when the Salesforce implementation process has not been entirely successful. The problem is that the team often does not know how to access the information they need to do their day-to-day work, which causes frustration and dissatisfaction with the tool. In fact, many end up thinking that their previous system was better.
2. Poor optimization
In many cases, Salesforce's full potential is not achieved due to a lack of optimization of the tool. It offers great possibilities that only Salesforce experts know how to activate and implement. Otherwise, your tool will be underused.
3. Lack of ongoing training during Salesforce implementation
In your company, the adoption of new technologies may be easy and positive, to the point that some employees have a perfect command of Salesforce, but what happens when they leave the company? This can have a direct impact on business results as well as on the expenses generated. In addition, Salesforce is constantly evolving and launches updates with each season, so you have to stay up to date constantly.
4. Fear of “breaking something”
The possibilities offered by a tool like Salesforce are many and varied, which often raises doubts. The bad thing is when fears arise or the false feeling that if we make a mistake we can “break or ruin something.” Sometimes teams do not know, or forget, that there is a test environment or sandbox where they can put into practice whatever is needed.
5. Lack of strategy
Another reason why many companies fail to take full advantage of Salesforce is because there is a lack of direction. If too many departments are involved in using it, they may end up doing things that are unrelated or do not respond to a strategy. It is important to focus the use of Salesforce well in order to obtain the desired results.
These situations are the result of many factors, from poor implementation of the tool to poor training among company employees; however, the result is always the same: dissatisfied users. Based on our experience, the solution is to re-evaluate the project to detect weak points and work from there; in addition to ongoing support and training.