Optimising Your Salesforce Implementation

Salesforce is among the most popular Customer Relationship Management (CRM) platforms. It is a one-stop platform for effectively handling your business operations, including sales, customer service, marketing automation, analytics, and application development.

Most enterprises tend to invest heavily in the implementation phase, however, not everyone gets the expected ROI. The reason is simple–Improper Salesforce implementation.

Corporations can enhance Salesforce usage and performance by adopting optimisation practices in a planned manner. One needs to follow a three-step optimisation tactic to perfectly implement the most powerful CRM. 

Here’s a comprehensive guide that will guide you through these steps and help improve your Salesforce performance.

Creating a Change Management Strategy

Change Management (CM) is the process of administering the project lifecycle right from collecting company requirements to moving code from development to the production phase. For an effective Salesforce implementation, follow these steps:

1. Assemble Change Request Ideas
2. Inspect & Prioritise Change Requests
3. Configure, Implement, and Test Change Requests
4. Devise End User Communication Strategy

You need to convince the users to accept the changes as Salesforce Implementation predominantly depends on the end-users. To achieve this, you can appoint an executive sponsor who will communicate with the team, employ a Salesforce implementation partner, and enforce a suitable ‘Change Management Plan.

You can ensure higher levels of user adoption with an effective CM plan. With committed workers and sufficient adoption, you can make superlative use of Salesforce licences. It's best to systematically test solutions, consider the results, and enforce the ones that offer higher value to your enterprise.

Adopting a Suitable Salesforce Org Strategy

Opting for the most suitable Salesforce strategy is a critical decision in the hands of top-level management of an enterprise. You must consider your business data and process requirements before choosing a Salesforce strategy. You can choose from the given operating models to select a perfect Salesforce org strategy:

1. Diversification (Low Integration, Low Process Standardisation)

   This model is suitable for enterprises having diverse departments and data models. Since these departments are independent, the impact on any single department won’t affect the entire organisation’s workflow.

2. Replication (Low Process Integration, High Process Standardisation)

   Centralised control is one of the primary characteristics of this Salesforce model. Under the replication model, apps are built centrally and then deployed locally. You can offer local administration while simultaneously maintaining your predefined company processes.

3. Coordination (High Process Integration, Low Process Standardisation)

   Such a model is ideal when someone has independent business units and, at the same time, requires each other’s transactions. It ensures better coordination and communication levels among business units as data is constantly shared.

4. Unification (High Process Integration, High Process Standardisation)

   As the name suggests, the unification operating model is based on a globally integrated set of business processes. Enterprises constituting business units that run similar operations must utilise this model. Additionally, if your organisational units are tightly incorporated around a standardised set of procedures, your enterprise should indeed adopt this model.

Defining Salesforce Technical Governance

Technical Governance is a vital part of optimising your Salesforce Implementation. It ensures that your business investments are aligned with its goals by establishing and monitoring the accountability of Salesforce activities. Lack of technical governance is one of the leading reasons why many businesses fail to optimise their licences and that’s when you must consider hiring a Salesforce Implementation Partner.

We hope these tips will help enhance Salesforce Implementation for your business and reach your expected ROI. Enterprises must try to restrict the resistance to change, improper org strategy and lack of governance for an effective Salesforce Implementation. However, Salesforce Implementation can be a devious task for some users.

Contact us today to get assistance on the same. We at Atocloud offer the best Salesforce development services, and our experts will help you boost your speed and reach your business goals.