By Samantha Coffin

Are you looking to make the move to a new CRM, yet don’t know where to begin? Are you feeling overwhelmed or perhaps finding the transition to be a bit tricky? After successfully completing over 1500 Salesforce implementations, our team has rounded up their top seven implementation best practices tips for you!

The purpose of these tips is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are globally applicable when implementing any new technology tool.

What we have learned in our many years of CRM consulting is that best is relative and often dependent upon experience, trials and, most often, failures. We believe that one must go through a challenge at least once in order to learn how to do it better the next time.

Now, a quick glimpse at five of the seven tips. Don’t forget to download the ebook to get your extra two tips, all the details and read examples from organizations like yours who successfully implemented their Salesforce instance with the Cloud for Good team.

Tip 1: Understand the Metrics You’re Looking to Track

What a perfect opportunity a new implementation is to evaluate what you currently track and what you would like or need to be capturing. Quantitative metrics can be tremendously useful for monitoring outcomes of any activities.

Tip 2: Get Executive Buy-In

You may be the champion behind your implementation, yet you need your entire team to understand the value of implementing Salesforce. One of the greatest challenges to adoption of a new system is often end-user resistance. If you get leadership on board early, your team is more likely to understand the value before witnessing the results.

Tip 3: Communication and User Adoption Are Key to A Successful Salesforce Implementation

Now that your Executive team is on board, it is time to communicate and plan for how you are going to get the rest of the team excited about your transition. After reading our ebook, if you are ready to take user adoption even further post-implementation, you may find helpful information in our blog post, What is Next? Running the Salesforce Race.

Tip 4: Business Processes Should Drive Your Technology Selections

Visually mapping your business processes will allow you to take note of the critical aspects of how you operate your organization such as alerts, interdependencies and processes. It is important here to focus on business processes, both those that work and those that need to be improved.   

Tip 5: Clean Up Your Data Prior To Implementation

Nothing is quite as frustrating as bad data. It is easy to lose faith in any tool if the data you are importing is not clean. Not to worry, both the ebook and our team have lots of additional thoughts on this topic.

Ready to learn the last two tips? Download the Implementation Best Practices eBook below to learn more about how to maximize your investment in your CRM implementation.

Samantha Coffin

Samantha Coffin