If you’re planning to implement Salesforce, you must have used a lot of money already and invested adequate time in ensuring that the solution works perfectly for your business.
However, a few implementation mistakes you need to know to avoid roadblocks and delayed ROI.
Poor discovery/ lack of it
It’s exciting to have a new system coming to change your way of doing business and with better promises. However, a new system will come with so many solutions and an equal measure of challenges. Thus a useful discovery will ensure that you get to understand these challenges and needs. You also get to know the new system’s strengths and limitations and the best way to navigate through it. A successful project will require a discovery strategy that will help identify your business requirements and correctly define a solution that is best aligned to the need.
Here you review processes to identify areas that need streamlining. You also get to understand who can support the new system and the staffing needs that may arise.
If discovery is not made or poorly conducted, then it could mean that the Salesforce solution will have minimal benefits.
Incomplete requirements
The leading cause of major IT project failures is a flawed system requirement. The requirements help in establishing the needs of the stakeholders that the new system is coming to solve. In the requirement process, discovery is the first step. Through the process of initial implementation, you need to document, analyze and manage requirements.
It’s not easy to document a system to fulfill the goals and the vision of the company. Here, you need to list down the must-haves in great detail. The more you detail the information, the better the end solution.
The wrong partner
Going through the internet today, you’ll meet thousands of Salesforce partners, and all these promise “heaven” in terms of the quality of their services and expectations. However, before you say “yes” to the partner, there are few considerations you’ve to make.
Think about the tasks you want accomplished. If you’re starting up, you may have to go for what you can call a “small” implementation partner. This one will sort you out with a single Salesforce product-sales cloud. They can customize and configure the solution but cannot handle complex integration assignments. You need this kind of partner because their charges are lower, and once your business grows, you can always bring in the “global” partner to improve.
No matter your business level, get a skilled Salesforce partner to help you implement the best features and set your business for tremendous success.
When you’ve no implementation roadmap
Post-implementation of the Salesforce is an area that most people underestimate. Many assume that once you’ve implemented the Salesforce, it will take off and not much follow-up needed. However, after implementation, the project manager must continuously monitor and improve the different functionalities.
The Salesforce implementation process’s success will depend on the strategies you lay out in implementing, the Salesforce partner like https://sf.candoris.com/ you choose, and, most importantly, the post-implementation plan in place.
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