10 Tips for an Agile Salesforce CRM Implementation


Published on

Many companies implement Salesforce CRM with an enterprise software mindset. Yet, this cloud solution offers so much more flexibility. With an agile approach to your Salesforce CRM implementation, you can roll out the solution in small iterative steps so you don’t shock the organization with massive change.

Published in: Technology, Business
  • Be the first to comment

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

10 Tips for an Agile Salesforce CRM Implementation

  1. 1. 10 Tips for an AgileSalesforce CRMImplementation The Agile Enterprise
  2. 2. The Agile EnterpriseMany companies implement Salesforce CRM tip 2: gain executive supportwith an enterprise software mindset, yet this User adoption is critical to the success ofcloud solution offers so much more flexibility. your Salesforce implementation. ThoughAs a result, these companies neglect to put in users know intuitively that legacy systemsplace the processes and resources necessaryto enable continual innovation—and they are not adequate to do their jobs, evenfail to seize opportunities to enhance their positive change is met with resistance. To getapplications after the initial go-live. 100% user adoption, you need the support of your C-level executives. Your job will beAn agile implementation bridges the gaping to outline the benefits to the company anddivide between the pace of business and make it easy for executives to buy-in. You’llthe proliferation of IT innovation. With an need to demonstrate that you’ve done youragile approach to your Salesforce CRM due diligence including:implementation, you can roll out the solutionin small iterative steps so you don’t shock Extensive ROI analysis.the organization with massive change. Impact to the company operationallyRelying on our experience helping thousands and financially.of companies implement Salesforce, we’ve Identify risks and solutions tocompiled the following tips to help you mitigate them.achieve an agile business transformation: Implementation plan—that includes as little disruption to the business as possible.tip 1: establish a vision Articulate the executive roleImplementing technology without a vision throughout the implementation,often results in a mire of change that is not transition, and operations.clearly understood by your organization. Once you have accomplished this criticalTake the time to sit down and define how you first step, you can gather a cross-section ofwant to improve your business. Establish a technology enthusiasts from each user group,guiding principle for your initiative. Whetherit is delivering a better customer experience, to ensure that the tool will serve their currentincreasing close rates, or driving efficiency, a and future needs. Plan to perform one-dayvision is the foundation you build on as your business review sessions, webinars, and/orimplementation goes through each part of interviews with each group and departmentthe entire company. early on to facilitate implementation. join the agile conversation www.bluewolf.com contact bluewolf 1-866-455-WOLF | +44 (0) 118 937 1059 2
  3. 3. tip 3: define your and access reports? Salesforce has a numberbusiness processes of standard reports, but do you need any customized reports or dashboards?You need executable business processes thathave definition around them. For example,a lead capture process would include how tip 5: form a governance boardlead information gets input or integrated The best way to manage innovationinto your system. Processes need to be strategically is to form a Salesforceiterative and under continual improvementto take advantage of new best practices governance board made up of leadersor technology enhancements. IT projects from across your business units. Makeshould adapt to business processes which sure your board includes executives andchange as fast as business dictates. key decision-makers who can properly prioritize development and represent theirBe sure to get input from the departments, organizations. It’s best to put this board inunits, or groups that are directly affected place before you first go live on Salesforce.by the business processes. Ask them howto improve the business process and what Your governance board can establishit requires them so the solution can be formal guidelines and specific criteria fortailored to their needs. Since Salesforce prioritizing not only backlog items, but alsoenables an entire company to access critical new features and functionalities. By settinginformation or processes, you’ll need to map objective ratings systems for changes, theout how each process flows through to the governance board can help ensure that everyend. For example, a lead may come not just new development will have a positive impactfrom your sales team, but from customer on the organization. The board can helpservice as well. prevent your IT department from becoming mere order-takers for business userstip 4: understand data throughout your company.migration and integrationTo prepare for data migration from data tip 6: involve users in proofsources including Excel, Outlook and back- of conceptend systems, it is important to evaluate A proof of concept model is very effectiveformats in advance and identify the unique in involving critical users early on in thequalities and data fields specific to each process. This makes them feel part of thedepartment. Begin reviewing the data from design and partially responsible for itseach group to determine its cleanliness success. You also ensure that you have fullyso you will know if you need to remove mapped the most relevant pieces of theduplicates and correct other errors. challenge to incorporate it into a solutionYou will also want to understand reporting that will likely meet or exceed expectationsneeds. How do specific users want to see when it is rolled out. join the agile conversation www.bluewolf.com contact bluewolf 1-866-455-WOLF | +44 (0) 118 937 1059 3
  4. 4. tip 7: identify your entire team should mirror the diverse skillset Call Today! 1-866-455-WOLFcompany’s training needs you engaged to carry out your initial or +44 (0) 118 937 1059 implementation. Most IT staffs areSalesforce is easy-to-use, but don’t about us > already stretched thin. Bluewolf is your guide on the journey tooverlook the importance of training. In enterprise agility. We partner with clients toorder to leverage the full potential of your You’ll need to hire experts to build sync business and IT to create a new level oftime and effort put into developing best complicated reports, craft complex business responsiveness. From cloud enabledpractice processes, your users need to know workflows, and make Salesforce talk customer life cycle innovation, to IT staffing, to agile managed services, Bluewolf knowstheir roll. Training can help you accomplish to your other systems. Your ongoing how to get your business to the next level ofa quick and effective implementation. Salesforce development will consist of major innovation. Our clients include Time WarnerTraining also helps keep your users up-to- configuration that often involves writing Cable, GlaxoSmithKline, ADP, Dow Jones & Company, United Way, Chevron and more.speed on new innovations. You can identify custom code, tailoring the user interfacethe best method for rolling out training to the way business works, tweakingto users—whether in a classroom setting, workflows, change management, andindividual in-person training, web-based, project management. System administratorsor recorded sessions. typically don’t have the strategic insight to deliver support that moves the application forward to keep pace with your business.tip 8: roll out your salesforceinstance incrementallyImplementation is iterative and aimed at tip 10: communicate regularlythe most critical processes first. You can with business userscommunicate early success and build on Establish regular communication—in theit while soliciting feedback from employee form of emails, training sessions, andtesters to make adjustments that can be announcements integrated into your regularincorporated immediately. The Salesforce employee communication channels—thatsystem can be rolled out incrementally clearly announce new features to yourwhile retaining some legacy systems user base. Also, consider marketing withinso your company does not experience the Salesforce application itself by placingtoo much disruptive change at once. announcements in the sidebar or among theAn iterative implementation facilitates homepage components.sustainable innovation to continuously addnew processes and functionality rapidly— Every time you notify employees aboutas often as business needs change. a new feature release, compare it to what came before. Explain why it’s an improvement. Estimate how much timetip 9: staff in ways that and money it will save them. Lean onwill enable innovation your governance board to interface withDevelop a staffing and resource plan that users, showing them where the applicationenables true innovation in your ongoing started, how it has progressed, and whatSalesforce development. Your Salesforce will happen in the future. join the agile conversation www.bluewolf.com contact bluewolf 1-866-455-WOLF | +44 (0) 118 937 1059 4