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Salesforce Implementation: Step-by-step Approaches, Advantages, and Expenses

Updated : Oct 10, 2024
Guide to Salesforce Implementation

Quick Go-Through: Salesforce is a robust Customer Relationship Management (CRM) tool that allows organizations to connect with customers through cloud-based software solutions. And with the correct Salesforce implementation, you can improve the accuracy of forecasts, close more deals, and increase sales efficiency. In this well-curated and in-depth guide, you can explore some significant aspects of Salesforce and its implementation process.

In the era of rapid technological advancements and growing businesses worldwide, customer satisfaction and user experience are the decisive factors for any organization to accomplish itself.

As per the Business Research Company, the size of the worldwide IT industry is anticipated to increase from $8,384.32 billion in 2021 to $9,325.69 billion in 2022.

Recently, customer support and service quality are just other aspects of what is meant by ‘user experience,’ which also includes the customer’s sense of experience and relationship with the organization.

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However, few cloud customer support engines are in the market to assist you in providing seamless customer services and the best user experience. These platforms contribute to meeting all consumer requirements and addressing their concerns.

Hence, ‘Salesforce’ is among them.

You may be wondering what exactly it is in Salesforce. What are the benefits of implementing Salesforce? What are Salesforce implementation services and checklists? How long does it take to implement Salesforce? Is it easy to implement Salesforce? Etc., Etc. There must be so many questions coming to your mind right now.

This article will answer your every question and walk you through every significant aspect of Salesforce implementation methodology and why it outshines other engines.

First, let's start with the basic introduction: Salesforce is cloud-based CRM (Customer Relationship Management) software. Salesforce cloud-based services offer a wide range of assistance for different levels, from managing to handling all the facets of a company’s relationship with its clients.

So, now let’s get acquainted with some significant Salesforce aspects in this well-curated and detailed Salesforce implementation guide.

Ready? Get set, go!

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On This Page
  1. What is Salesforce?
  2. What Sets Salesforce Apart from ServiceNow?
  3. Key Approaches for Implementing Salesforce
  4. Benefits of Salesforce Implementation
  5. Salesforce Implementation Costs
  6. Best Practices for Seamless Salesforce Implementation
  7. Wrapping Up!

What is Salesforce?

What is Salesforce?

We were able to understand the fundamental definition of Salesforce from above.

Salesforce is a cloud-based CRM software platform, which allows sales teams to perform various processes like marketing automation, eCommerce, marketing analysis, application development, and more for their prospects and clients.

So, in essence, Salesforce organizes and controls all the key aspects of the interaction between the clients and the organization, for example, client contact information, client transactions, client assistance, customer service requests, etc.

Additionally, implementing Salesforce takes care of storing customers’ and seller organization information; this greatly simplifies up-to-the-minute operations for customer-related firms.

Secondly, Salesforce CRM implementation improves the relationship with the loyal customer base, which is of utmost importance for expanding the business.

Salesforce can support four platforms: web-based, Windows, Android, and iPhone. Any enterprise, regardless of size, implements Salesforce as it supports multiple platforms. Every organization, from call centers to digital behemoths like Google, employs Salesforce implementations and its services to improve customer engagement.

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Now, let us briefly examine the features of Salesforce that make it a superb CRM software option. Below we’ve curated the list of various services a business can enjoy by opting for a Salesforce implementation project plan:

  • Service
  • Commerce
  • Platform
  • Quip
  • Marketing
  • Sales

Salesforce Services

What Sets Salesforce Apart from ServiceNow?

We’ve listed the major distinctions between the Salesforce implementation plan and ServiceNow.

Therefore, mentioned below are the major points of consideration in the aspect of Salesforce vs ServiceNow:

  • Salesforce implementation methodology is a cloud-based interaction management solution that is useful for tracking client actions. ServiceNow, on the other hand, is an IT platform that makes it easier to create applications and is democratic to increase the use of systematic approaches.
  • Business organizations that manage multiple divisions should choose a Salesforce implementation project plan based on suitability. Whereas ServiceNow is adequate for organizing events because it has ordering channels and allows for customization.
  • Salesforce is compatible with several platforms, including Android, iPhone, web-based, and Windows. Meanwhile, ServiceNow offers online help, video training, and interfaces like Windows.
  • Additionally, the start-up cost for the Salesforce implementation process is $75 per month compared to $100 for ServiceNow.
  • Compared to ServiceNow, Salesforce offers audit trails and accessibility management. Meanwhile, these specific features are not available in ServiceNow.
  • In contrast to the thousands of interconnections that can be accomplished by Salesforce implementation, ServiceNow allows for a limited number of integrations.

Key Approaches for Implementing Salesforce

 Approach for Implementing Salesforce

What is Salesforce implementation? Or What is the Salesforce implementation timeline? Or What can be the required project plan for Salesforce implementation?

These queries frequently cross people’s minds as the discussion progresses.

So, let’s talk about them!

The deployment might be ready in less than two weeks concerning the particular business requirements and customer needs. Every organization is unique. Therefore, based on your specific demands, the timeline can vary.

The time it takes to implement a change depends on how well users accept and utilize significant modifications.

After the Salesforce implementation is over, your business might have stronger insight into how to address the demands of your customers while acquiring and fostering new leads.

Below, we’ve included a full breakdown of the Salesforce implementation steps:

Step 1: Contact and Hire a Salesforce Partner

A Salesforce consultant will collaborate with you to examine your current strategies and marketing practices during implementation. As they become more acquainted with your business objectives, they’ll make specific recommendations for improvements that will enhance workflow without jeopardizing your values. Additionally, they will help you with the complete Salesforce customization and configuration process.

They will educate you on how to design and edit page layouts, assign permissions, and keep track of activities throughout the entire SFDC implementation.

Step 2: Choose Your Project’s Executive Sponsor or Leader

After hiring a qualified consultant, choosing a project manager from within your organization is necessary. The person must actively participate in each point of the Salesforce implementation roadmap. Moreover, they would also be in charge of imparting their knowledge to the sales staff.

The leader will also be accountable for ensuring that the staff effectively utilizes Salesforce after it has been implemented.

Step 3: Set a Projected Timeframe for the Overall Process

Establish a Salesforce implementation timeline while collaborating with your consultant and team manager. Set the commencement date and predicted dates for notable accomplishments like changing the database and getting live.

You can also utilize a management system to expeditiously complete tasks and help your Salesforce team to work smoothly.

Step 4: Find the Important Decision Makers

To determine the decision makers, look through the organization’s membership. Consider that each employee in your firm may be required to utilize Salesforce uniquely and for a distinct objective.

Get a representative from each department of your company to ensure that you can subsequently present your customers with a better outcome and experience.

Step 5: Glean Insights from Customers

Salesforce implementation will probably have the greatest influence on end-users. They’ll be the ones to include it in their routine workflow. So, make sure they’re fully aware of the new system’s data quality by talking to them about it.

The certified Salesforce consultant should address any queries or worries. Assure clients that the new system would eventually be more efficient and can help them accustom, even though it could take a little while.

Discuss Salesforce implementation methodology with your clients and solicit their opinions. They should be asked to reflect on their new experiences; meanwhile, you observe their reactions. You might need further to modify your workflow in light of their feedback.

Step 6: Data Maintenance and Management

Select a member from the organization to ensure that the data is transferred securely with the company-reserved rights; this is important because the information could be stolen and made erroneous without the right upkeep and control.

Have a backup plan prepared so that you can quickly alter course if something unexpected occurs. Taking preventative measures to secure, filter, and normalize your Salesforce information allows you to take proactive action.

Step 7: Deploy in Segments

Do not deploy the system all at once, but gradually. Usually, staff may require some time to adjust to new procedures. Hence, they might be swamped if you roll out the operations altogether. Explain the merits of implementing Salesforce and properly guide them through every step.

Most employees experience an uplift in enthusiasm when they discover that they can be more prolific. But introducing a brand-new product to them all at once might be stressful. At each level of the process, pay attention to their feedback and solve any issues they might encounter.

Step 8: Evaluate the Overall Implementation

Consistently evaluate your Salesforce implementation checklist and your new working procedures to determine if anything needs to be modified or made better. Always remember that it won’t be that effective if Salesforce isn’t utilized appropriately. Thus, ensuring that your staff members are happy working with it and that their opinions are always valued is critical.

Some parts of the workflow initially require to be adjusted, and you can improve these procedures in collaboration with the consultant and manager to enhance user satisfaction. You can see improved productivity and pleased clients once your staff fully embraces the approach.

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Benefits of Salesforce Implementation

Benefits of Salesforce Implementation

When it came to the market in the late 1990s, Salesforce CRM implementation has grown to become one of the most cutting-edge and all-inclusive solutions.

Knowing the advantages can help you make a much easier decision about whether to utilize Salesforce or not.

We’ve summarized the central points for why Salesforce deserves your attention. So, let’s get the business going.

  • Easy to Use and Implement - You can access your account from any location, work with your coworkers, and examine and modify client data whenever required.
  • Accurate Reporting - Salesforce offers a wide range of powerful reporting tools that help to prevent more time consumption and expense.
  • Customized Development - With state-of-the-art Salesforce app development, adding modules and fields, creating sales processes, or changing workflow can all be done with a single click.
  • Cloud-related Functionality - Salesforce has established a comprehensive cloud architecture and provides cloud solutions for support, marketing, analytics, and sales.
  • Multiple-tenant Infrastructure - Shared infrastructure and instances of the software are utilized by all the users of the Salesforce implementation process, enabling automated updates and maintaining data security.

Salesforce Implementation Costs

How much does a Salesforce implementation cost?

Everyone has this question on their mind, and for a good reason - overall cost is the most crucial component of any Salesforce implementation project plan.

Let’s discuss this component.

It can be a bit challenging to estimate the budget when utilizing Salesforce because there are expenses that you may not account for when determining the overall cost. Don’t cut corners when implementing Salesforce by skipping procedures; pay close attention to every component.

The Salesforce budget estimate’s components are as follows-

  • Number of Users- The price is calculated per user.
  • Data Customization and Migration- The expense primarily depends on the data set’s customization requirements and size.
  • Support- Salesforce post-implementation support is for resolving issues and removing any obstacles.
  • Services and Editions- Each product comes in four editions and must be ordered separately. The monthly minimum cost is $25, and the monthly maximum is $300.
  • Consultation- These costs cover the price of implementing Salesforce and the associated support costs.
  • Client Awareness- Training for end-users is approximately $500 per person.

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Best Practices for Seamless Salesforce Implementation

Subsequently, we have complied with some Salesforce implementation best practices to assist you anytime in the future.

  • Specify the requirements as precisely, explicitly, and straightforwardly as possible because Salesforce implementations fail when assumptions don’t meet reality.
  • Try to get early buy-in from consumers; the more they support the solution, the more inclined they’re to participate and offer helpful criticism for improvisations.
  • Establish frequent sessions for the company and end users to ensure end users’ involvement throughout the process at as many levels as feasible.
  • Spending enough time testing functionalities in accordance with specific and complex needs is one of the most crucial aspects of any development.

Wrapping Up!In today’s time, Salesforce is one of the finest cloud computing solutions available globally. It is best recognized for its cutting-edge CRM system. Everybody can easily promote, sell, market, and service their products in an advanced fashion, including businesses, industries, marketers, and individuals.Although the Salesforce implementation process may be difficult, the end product will be spectacular once all the jigsaw pieces are in place.You might begin with a thorough milestone-based strategy that considers all the requirements and objectives of your firm’s top management and end-users.As we’re concluding, you must be feeling a bit overwhelmed.We understand how challenging Salesforce implementation is.Therefore, we’re happy to help!If you’re prepared to begin your transition to a more efficient customer management system, we, as reputable Salesforce Professionals, would be delighted to sit down and listen to your requirements and go through which Salesforce solutions would be most suitable for your organization.Radixweb is devoted to assisting businesses in discovering superior methods to satisfy their clientele. Our Salesforce implementation experts are qualified, dependable, and committed to your company’s success.We’re happy to serve and assist you in increasing your productivity to expand your company towards a better future.Contact us right now and speak with our professionals.

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Jigar Shah is the Sr. Content Lead at Radixweb. He is an avid reader and tech enthusiast. He’s capable enough to change your world with his words. A cup of tea and a good book make an ideal weekend for him.

Radixweb

Radixweb is a product engineering company, driving start-to-end software product development success.

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