Get Hold Of These 5 Proven Rules To Succeed With Salesforce

by Rob Stephen getaprogrammer

This article will help businesses find out the stringent steps or rules to follow to make adoption of Salesforce successful.

Salesforce has been the success key for most businesses, big or small helping them to keep customers in the centre. As one of the unbeatable CRMs, it brings forth robust cloud solutions like Service Cloud, Analytics, Marketing, and Sales Cloud. With everything customisable, they can provide businesses with befitting solutions that are perfectly tailored to their specific processes and customer services. While Salesforce help organisations have a complete on-premise IT infrastructure, hosted on their servers, there have to be some stringent ways to implement it within the organisation for reaping maximum ROI.(Click to Tweet)

Following are the 5 proven rules that every business need to be wary of to make their Salesforce adoption a hugely successful attempt.

Think from the perspective of an end user

To make adoption through and out perfect, it is important to what the users think about it. So, collect feedback from the end users and know what they expect or what are their needs. And there are some cool ways also to garner the feedback like a meet with the users committee, use of adoption dashboards, and user surveys.

Keep ease and simplicity in mind

The newly implemented Salesforce solution can seem complex to the users with lots of configurations and hundreds of fields to work with. However, the best way is to make things seem simpler, easy and less fearful for the users with the creation of profiles, personalised page designs, eliminating excessive data entry systems and reducing the clutter as much as possible.

Planning and preparation at the prior stage

Before your tailored Salesforce solution is ready to be implemented make your enterprise ready with proper planning and preparation. Identify the key goals, visions of the company, metrics to evaluate customer satisfaction, resources and other dependencies. This is much needed because you won’t be getting the chance to set things right back once implemented.

Solution that adds value

Businesses certainly need a solution that will value to their existing processes and reap more returns, like the closing of more deals, better customer services, or a faster sales cycle. Thus, make sure the Salesforce solution is adept at lead scoring and grading, can provide analytics to make sales decisions and eventually help the enterprise to profit more by realising the greatest prospects.

Drive the adoption

It’s critical to drive the adoption i.e. getting all the users on board to ensure successful implementation of Salesforce. For that, it is essential to support the users, communicate to them the expectations and enthusiasm associated with the solution. You can incorporate dashboards too to track usages, know the issues with users and whether there’s a need for more encouragement.

On the whole, successful adoption of Salesforce CRM means adopting successes for your organisation. Abiding by these implicit rules you can ascertain your victory in Salesforce adoption because they will help in eliminating the risks and wastage of resources, time or money.

Rob Stephen is an expert Salesforce Consultant in Australia at GetAProgrammer, a visionary software solutions provider with inherent expertise in developing and customising CRM and ERP solutions. With more than 5 years of experience, it is one of the leading Australian firm known to be a complete Salesforce implementation and consultation partner.