Salesforce implementation guide 2021 here’s everything business owner should know about

Salesforce
Implementation
Guide 2021: Here’s
Everything Business
Owner Should Know
About
www.bacancytechnology.com

A business comes with several operations
and activities which require managing and
control parallelly to achieve its objectives in
the expected time. But it is not possible to
handle all the activities with complete
accuracy and transparency. There may be
situations where you will not get complete
and accurate customer information, or your
team is lacking in preparing reliable sales
reports or marketing campaigns to tap
potential customers. Then how will you
achieve it? Here Salesforce comes to rescue
all your business problems with its single
platform solution.
This step-by-step guide will help you how
Salesforce Implementation can be your most
beneficial business decision in 2021. Check
out this business owner guide on Salesforce
implementation to implement salesforce to
bring maximum value to your business.

Salesforce has become the world’s #1 CRM
software, and why not? It makes
organizations work faster, smarter, connect
with more customers and close more deals
effectively. But to achieve all these
advantages, you need to implement
Salesforce in your existing business system.
Salesforce comes with customization
solutions that can grow with your business.
You can add unique features and
functionalities as you grow so that your
information system is always the best size
for your business

However, deciding to go for Salesforce
Implementation might seem a big decision
for your company. But, if your business
operations face challenges like poor
communication among team members,
keeping up with daily assigned tasks and
leads, then salesforce cloud implementation
is a good investment for your company’s
growth.
To help you understand how Salesforce
implementation is a perfect decision for
your business. We’ve come up with this
short and easy 5 steps salesforce
implementation guide that assures success
to your company and makes you explain
how you can gain maximum benefits with
it.

Salesforce
Services
Market
Research

If we talk about the Salesforce services
market size, according to reports– The
global salesforce services market generated
a revenue of $9,124.2 million in 2019 and is
projected to reach $55,307.6 million by 2030,
progressing at a CAGR of 18.9% during
2020–2030.
From small businesses to FORTUNE 500
companies, over 150,000 Salesforce
customers are flourishing this secure,
scalable and robust cloud platform
worldwide.

Major Markets for
Salesforce Services:
In the global salesforce services market, the
US and UK are considered the most
significant regions globally to adopt
Salesforce services in their business
operations. The vast IT spending,
technological advancements, and early
adoption of emerging technologies have
made these regions the top users of
Salesforce.
In 2019, North America recorded the most
significant revenue, owing to the highest
rate of CRM adoption, that is, crossing 65%
share in 2019. The region also has the
highest cloud adoption rate.

Moving on, let’s discuss why your business
requires Salesforce implementation.

Need of
Salesforce CRM
Implementation

Integrating a Customer relationship
management software (CRM) into a
business system is not an easy decision for
any organization. But certain factors
negatively impact the overall success of the
business operations. And organizations
need to consider those factors earlier and
take necessary actions to resolve them.
Below we have mentioned a few questions,
which are common issues faced by almost
every organization. If your business is also
going through the same challenges, it is
high time for you to go for Salesforce
implementation.

#1 Are you able to get accurate and
complete customer information?
#2 Is your sales team providing accurate
sales forecasting reports?
#3 Are you able to manage your
organization’s information easily?
#4 Is your organization’s leads adequately
managed and updated?
#5 Does your organization’s customer
relationship management is satisfactory?
If most of your answers are in NO, it’s time
for you to wake up and adopt Salesforce
implementation services for your
organization.
With the salesforce implementation, you
will get the following benefits:

1. Accurate and Reliable customer
information:
Salesforce will provide accurate and
complete information about your
customers that will help you offer more
advanced customer services to your end-
users. Half or inaccurate information
creates barriers for sales and marketing
teams, leading to zero results and a negative
impact on customers. But Salesforce
eliminates this issue; it detects the accurate
data that supports the sales reps to connect
with potential audience base.

2. Sales Forecasting:
Salesforce software lets your sales reps
predict the future opportunities easily and
forecast the leads prospects. It analyzes the
past and present sales trends and the
number of possibilities and gives better
insights to generate more accurate sales
forecasts and campaigns. Usually, sales time
takes more time to develop the sales
opportunities and tracking leads, but with
Salesforce implementation, they can
perform these tasks in less time and with
complete accuracy.

3. Manage your organization's information
easily:
Salesforce CRM will help you manage and
control your organization’s information
with complete security. Be it contacts,
notes, or other valuable information, you
can easily manage all confidential and
sensitive data with this CRM. Moreover, it
allows you to access your data from any of
your devices, which means your
information is just a click away.
4. Keep your Leads controlled:
If you struggle to keep up with your leads,
Salesforce can help you out with it. It
manages all your leads seamlessly and
arranges them based on priority so that you
can meet all clients’ requirements and make
a strong connection with them.

5. Improve your Customer services:
Customer service is a critical pillar that
determines the success of your business.
And if you are wondering if your
customer service is average or not so
good. Salesforce can help you with that; it
supports your sales and marketing team
to perform better by closely monitoring
your customer’s activities, including their
feedback, likes, and dislikes. Salesforce
comes up with many robust tools that let
you offer the brilliant customer service
your customers deserve.

5 Critical
Steps for
Successful
Salesforce
CRM
Implementati
on

1. Plan and Prepare Project Requirements:
Planning is always considered a crucial
element of any project, as it gives a clear
and concise picture of how things will take
place. But planning and preparing a
salesforce implementation project is not as
easy as it looks; for a successful project, you
must consider all the essential factors. For a
robust salesforce implementation plan, you
need to ensure that you have:

Define business requirements:
Determine the Project Methodology:
Before you decide to implement Salesforce
CRM in your organization system, make
sure you have a complete understanding of
its needs. Why does your business require
it? Because if you are not entirely aware of
the requirements, you might end up with
huge investments and no results. Therefore
you need to check your business
requirements thoroughly and make
decisions accordingly.
The next step after defining business
requirements is to decide what project
methodology you will opt for your project.
Usually, there are three prominent
methodologies known as “Waterfall,”
“Agile,” and “Scrum,” which are often
adopted by organizations. Based on your
business requirements, you need to pick the
methodology.

Build a Project Timeline:
After picking up the approach, you must
create a project timeline, including the time
for designing, development, and
deployment. If you have selected the scrum
approach, your timeline will consist of
smaller sets of requirements. And if you
have picked the other methods such as
Waterfall, then the designing and
development phase includes all the needs as
per the priorities.

Find a Salesforce Implementation
Partner:
Implementing Salesforce is not an easy task
for any developer or team. You require a
team of professional salesforce developers.
Hiring salesforce implementation services
will help you to achieve your objectives
better and lead to success. An experienced
salesforce team comes with system
administrators, project managers,
developers, designers, and salesforce
consultants that assist you with the best
salesforce implementation solution.

2. Setup & Customize Salesforce CRM:
After successfully deciding the
requirements and hiring the right
salesforce implementation partners, the
next step is to set up and configure the
Salesforce CRM into the system based on
your needs.
Salesforce comes up with various clouds,
including Marketing Cloud, Sales Cloud,
Service cloud, Vaccine cloud, Commerce
cloud, and more. Every salesforce cloud
includes unique features and
functionalities that support your business
teams and automate marketing, sales, and
customer services activities to achieve the
overall business goals effectively. You can
implement all the clouds at once or one by
one, as per your business demands.

The salesforce consultants will help you to
set up your CRM with suitable
configuration tools. Moreover, they will
assist in transferring the data from the
former CRM to the other systems. They will
customize the salesforce cloud with the
features that automate your business
process. With code customization, you may
customize everything at once or introduce
necessary things for a time, including
custom reports, calculators, automated
batch processing, or branded custom UI.

3. Testing and Launch Salesforce CRM:
After the customization, the next process is
to test it, to confirm that the features and
functionalities are working smoothly or
without errors. The QA engineers will help
you with the testing part; they will
thoroughly check the entire Salesforce CRM
to ensure that it is fully compliant with your
business requirements.
After successful testing, it’s time to deploy
the Salesforce CRM; for making it live, it is
essential that the entire configuration shifts
to a complete sandbox environment, which
gives a clear idea of how it performs if large
data volumes occur. Moreover, you are
required to create a go-develop checklist,
which includes all the points that you’ve
configured, the integration, and the entire
data transformation of the production
environment.

You also require user training that helps
your workforce understand the new
salesforce solution and learn how to use it
to support their sales, marketing, and
customer service efforts to increase overall
productivity. You also need to create a
change management process that tells your
stakeholders what to expect, invest and
empower for success.

4. CRM Adoption:
CRM adoption is a critical step to consider;
once you are done with salesforce
implementation, it is essential for you to
onboard your users. For successful adoption,
you require to measure and encourage it
among your in-house team. Here, Salesforce
consultants or admin will help users adopt
the Salesforce seamlessly by filling the
knowledge gaps. If a person helps your in-
house team with every bit of detail of
Salesforce, the graph of salesforce adoption
will definitely rise.
To motivate the salesforce adoption, you can
also go for other activities like rewarding the
best adopters. This method will surely boost
users’ salesforce interests, ultimately
benefiting you and your business operations
and bringing more productivity and
revenues.

5. System Support and Maintenance:
To help out businesses achieve their goals
quickly and efficiently, Salesforce comes up
with advanced features. Once your
Salesforce CRM is live, you need to keep it
updated and refined, as it impacts your user
adoption rate. To keep your CRM system
active and functional, you must hire a
salesforce support and maintenance
services provider.
The salesforce support and maintenance
team will keep your system updated with
all the essential features and functionalities
that add value and respond to user requests
painlessly.

So, now you’ve gone through all the
necessary steps essential for a successful
Salesforce implementation. Indeed, it is a
long post to read, but we hope you find this
guide suitable and helpful for your
Salesforce implementation project as a
business owner.
A properly planned and executed process
will help you to relish the full potential of
Salesforce. Hence salesforce integration is a
beneficial and smart decision for your
business. To help entrepreneurs like you
with the easy and affordable salesforce
implementation process, we can help you
with successful Salesforce implementation.
We are a leading salesforce development
company that holds 9+ years of rich CRM
experience. We’ve helped thousands of
clients implementing Salesforce all over the
world.

No matter how big or small the size of your
company is, we have perfect salesforce
implementation services for you. So what
are you waiting for? Connect with us today
to discuss your Salesforce implementation
requirements and start your project today.

Thank You
www.bacancytechnology.com

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