4 Common Salesforce Implementation Mistakes to Avoid


Presentation Description

To leverage the full advantage of Salesforce features, it is important to have a holistic implementation of Salesforce. To know more about Salesforce Implementation, https://www.damcogroup.com/salesforce/salesforce-implementation-partners.html


Presentation Transcript

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4 Common Salesforce Implementation Mistakes to Avoid

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Introduction Salesforce is a comprehensive customer success platform that enables organizations to streamline various business processes. To leverage the full advantage of Salesforce features it is important to have successful implementation. Implementing a Salesforce solution requires brainstorming on various aspects. Being one of the leading Salesforce implementation partners we have observed some common implementation mistakes that businesses make while adopting a Salesforce solution.

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The Common Mistakes to Avoid 02 03 04 01 Inadequate Scope and Vision No Need for Customization Lack of Data Cleanup and Migration Lack of Proper Training

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1 Inadequate Scope and Vision A successful Salesforce Implementation requires a thorough analysis of project scope. To ensure the implementation meets its goals it is important to consider various aspects of business from defining features navigation and required customization.

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2 No Need for Customization Salesforce contains a wide array of features that might not be perfectly suitable for every business. In order to leverage the full-fledged features of Salesforce companies must discuss with their Salesforce Implementation Partners regarding the workflows that require customization or third-party integrations.

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3 Lack of Data Cleanup and Migration To transfer the organizations data quickly to Salesforce CRM businesses end up skipping the data cleanup process which otherwise helps in eliminating duplicate incomplete and obsolete entries. It is the responsibility of Salesforce Implementation Companies to conduct necessary data cleanup and migration activities.

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4 Lack of Proper Training For the successful implementation of Salesforce it is important that companies train their employees about various Salesforce features and integrated third-party applications. A dedicated Salesforce Implementation Partner can assist businesses with proper training ensuring high employee collaboration and productivity.

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