1.
Key Challenges Organizations Face
When Implementing Salesforce CRM

2.
Agenda
1 Introduction
Challenges organizations face while
implementing Salesforce CRM
Wrapping Up
2
3

3.
Introduction
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Before implementing Salesforce, it’s
imperative to understand the
challenges, strengths and limitations
faced during the implementation to
avoid common roadblocks that delay
ROI.

4.
The major challenges organizations face while
implementing Salesforce CRM
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How or Where to
Start?
Dealing with Data
Migration
Integrating Salesforce
with Other Systems
Complicating the
Implementation
Incomplete
Requirements
Training or Adoption for
Staff or Leadership
Selecting Right Salesforce
Implementation Partner

5.
How or Where to Start?
Determining how and where to start
with the implementation is one of the
biggest challenges the organization face
in the early stage. This is the stage
where organizations get hung up, the
process gets on hold, and further
unclear ideas, hit and try method, little
know-how, spoils the broth.
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6.
Dealing with Data Migration
In Salesforce implementation, data
migration, integration, and maintenance
are few of the significant challenges
organization face during development.
Data migration is a monumental task
that deserves a separate strategy,
approach, budget, and team. Dealing with
user mapping, duplicate data, adding
custom fields, security, clean up, managing
access control etc. takes up considerable
time and money.
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7.
Integrating Salesforce with Other Systems
To leverage the benefit of Salesforce, it
needs to be integrated with other
business applications in the
organization. A business IT
environment is disparate— from on-
premise applications, mobile app, cloud
apps – and integrating Salesforce
with other applications require planning
and strategy.
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8.
Complicating the Implementation
Salesforce CRM has a wide-range of
services designed to improve your
business processes. But just because a
feature is available does not mean that
you have to incorporate it into your
business. Organizations usually end up
complicating things by opting for more
features than required which also results
in accrued cost of Salesforce
Implementation.
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9.
Incomplete Requirements
One of the biggest reason for IT project
failure are poor system requirements.
Requirements establish the needs of
stakeholders that will be solved by the new
software. The first step of the
requirements process is the discovery or
the findings. A thorough analysis,
documentation and management of the
requirements are important to ensure the
end product fulfills the goals and vision.
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10.
Training or Adoption for Staff or Leadership
Technology that your team does not
understand is as good as useless. In a
typical case, the team views Salesforce
as separate from what they do i.e. an
additional chore for entering data. At
the early stage, the team may not see
this enabler for making their work
simpler and easier ahead.
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11.
Selecting Right Salesforce Implementation Partner
Salesforce implementation is a high risk, high
reward situation. It’s one of the biggest
investments you’ll make, hence, engaging an
experienced Salesforce implementation partner
is crucial. Trying to cut cost by selecting an
under-qualified Salesforce implementation
partner or DIY-ing the implementation
internally can be disastrous. The challenge is
deciding if you need to hire an
implementation firm for initial deployment
and then choosing the right Salesforce
consultant best suited for the business.
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12.
With over a decade of Salesforce
experience and a strong pool of
Salesforce certified resources, Damco’s
global Salesforce practice has been
helping organizations increase their agility
through increased social interaction with
customers, more collaborative
relationships with partners, and more
flexible and user-friendly enterprise
applications.
Wrapping Up
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13.
THANK YOU
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