5 Simple Ways to Fix Salesforce Implementation
A Salesforce Customer Relationship Management (CRM) tool is meant to make your life easy. It’s devised to help your business improve customer service, marketing automation and aid in application development.
But even after implementing Salesforce you are not seeing the expected performance. Does the problem sound familiar?
It is common for businesses to spend precious time and resources trying to get their Salesforce CRM implementation right, yet fail in doing so.
Some of the familiar challenges that manufacturers and businesses face are:
- Integrating Salesforce with existing systems seamlessly
- Can’t get integration support for diverse systems
- Low user satisfaction
- Can’t coordinate between internal teams and third-party implementers
- Poor results despite months of use
- Expect high results
Though these challenges become overbearing after a time, the good news is that you can overcome them. What you need to do is go back to the beginning, reassess your goals and work with a Salesforce implementation team that leads from the front.
5 Ways to Save a Failed Salesforce Implementation Plan
- Overview of Your Inventory
If your Salesforce implementation has not taken off as expected, go back to basics. Start from scratch. It might take you time, but the efforts will be worth it. Revisit your business model and run a check on your inventory to know how every department is functioning.If every department hasn’t been able to integrate their operations with Salesforce, stop the move right away and assess the existing data integration process to find the gaps that currently exist.
Temporarily holding off Salesforce implementation may seem crazy at first, but in the long run, it will pay you dividends.
Find out if the tool fits in with the existing environment. Take note of the hardware, IT infrastructure, and servers that are compatible with Salesforce.
Run a check once again to see if you have the necessary infrastructure in place to ease the transition. Businesses fail to integrate the CRM tool because they do not check their systems and tool compatibility, which leads to unending frustrations later.
- Work with Team Leaders
To completely understand what went wrong with your implementation, you must speak with your managers and team leaders. This will give you an idea about how your team is using the CRM.Their usage will also show loopholes in implementation. Do not simply discuss their understanding of Salesforce, but also identify key areas that can be integrated with the platform in the coming days.
Any discrepancies that were until now hidden or unknown will come out when you talk to your team.
- Run User Acceptance Tests
Another common reason Salesforce implementations fail is that businesses do not run the necessary user acceptance tests. This isn’t simply because people resist change, but also because companies do not give time for their employees to accept the change.But when you give them time, adequate training, and continuous support, the integration will be seamless.
Collate feedback and understand the problems your team is facing. Run these past your CRM vendor to see how these problems can be fixed.
Conduct necessary training and awareness programs if they were not done before the CRM implementation. This will help change employee mindset on how to adapt to the new system.
- Start By Making Small Changes
One of the common mistakes made in CRM implementation is when people try to get the entire system running all at once. When you do this, things tend to go out of control.But when you want to start afresh, design the adoption architecture in a scalable manner. Think of it as how start-ups have a Minimum Viable Product (MVP) and then move on to improving the product/service.
Adopt a similar approach as it will help you scale your adoption according to the needs of your business.
- Build Workflow Rules
Once you have estimated the problems with the existing system, work with your CRM implementation agency to build a workflow rule. When you have some rules in place, it becomes easy for the team to implement them.
They know how to read data, feed the same into the system, and retrieve them effortlessly. The reason Salesforce is the leading CRM platform today is because it makes business operations easy. All you need to do is understand the platform.
Partner with CommerceCX to Implement Salesforce Seamlessly
Salesforce integration into your workspace will improve productivity and efficiency. But to get the expected ROI, you need to partner with an implementation team that understands the CRM platform completely. As one of the leading CRM solutions implementers, at CommerceCX we help you seamlessly integrate your existing model with Salesforce. Our dedicated team will re-evaluate your existing system and come up with scalable solutions that have long-term effects on your business.
Contact us to know how we can rebuild your Salesforce implementation.