It doesn’t matter what approach you adopt while implementing Salesforce support in your company, but the most crucial aspects are planning, commitment and a strong support from the company’s executive team.

1. 5 Steps For A Successful Salesforce Support Implementation

2. Itdoesn’tmatter what approach you adopt while implementingSalesforcesupportin your company, but the most crucial aspects are planning, commitment and a strong support from the company’s executive team.

3. Step 1: Plan & Prepare

4. Step 1: Plan & Prepare
Step 2: Building a Team vs. Identifying a Partner

5. Step 1: Plan & Prepare
Step 2: Building a Team vs. Identifying a Partner
Step 3: Define your Vision and Business Objectives

6. Step 1: Plan & Prepare
Step 2: Building a Team vs. Identifying a Partner
Step 3: Define your Vision and Business Objectives
Step 4: Training and support

7. Step 1: Plan & Prepare
Step 2: Building a Team vs. Identifying a Partner
Step 3: Define your Vision and Business Objectives
Step 4: Training and support
Step 5: Review and improve

8. Step 1: Plan & Prepare

9. In this step you align the vision, mission and objectives of the company and the objectives of your CRM strategy with theSalesforce support strategy. It’s easier to sail through this step by answering a series of questions such as:

10. WhatareyourkeyCRMobjectives?
HowimportantisSalesforcesupporttoyourorganisation?
IsitpossibletooutsourcethesupportmoduletosomeonehavingmoreexperienceinhandlingSalesforce.comsupport?
Whetherdoingitin-housebemorecost-effectivethanhiringanSFDCsupportpartner?

11. Step 2: Building a Team vs. Identifying a Partner

12. Salesforce support requires high levels of expertise and thus having access to a great support team is a crucial aspect in any Salesforce support strategy.
Alternatively, you can partner with a professional support provider such as Intelligentia.

13. In case you opt for an external vendor, you will need to compare the different options on the basis of their strengths and capabilities. It’s always a good idea to go for a vendor whose strength areas complement your business requirements.

14. Lessertimerequiredtoreachthebreakevenpoint
Experienceindealingwithsuccessfulimplementationandhandling
Credentialscanbeverifiedbyclienttestimonialsandcustomersuccessmetricsofthevendor
Scalingup/downaspertheneedsofthebusiness
Expertiseintheproduct/industryalongwithaproactiveinterestinyourbusiness
This is how choosing a partner proves much more beneficial than setting it up all by yourself:

15. Step 3: Define your Vision and Business Objectives

16. Define your vision and communicating it to the partner.
You have probably already figured out what your business objectives are and the same need to be communicated unambiguously to the support vendor.
It will ensure that both the parties are on the same page regarding what they’re trying to achieve by working together.

17. Step 4: Training and support

18. The success or failure of the system depends on the end users’ adoption.
Proper training along with documented processes should be provided so that the process of implementation goes smoothly.
Getting a buy-in from the end-users will also greatly enhance your chances of success.

19. Step 5: Review and improve

20. At every step of the SFDC support implementation cycle, one should monitor the progress made and take necessary steps to improve the execution process.
An efficient support provider will help you in identifying the gaps in the execution cycle as well as give recommendations in order to make improvements.

21. The above points ensure that the process ofSalesforcesupportimplementation goes smooth and is not an unnecessary drain on your resources. Building an efficient support system and ensuring its uninterrupted functioning goes a long way in ensuring business success.

22. Read more on Salesforce:
1. Salesforce For Forecasting, Productivity And Win Rates
2. 8 Most Underlying Aspects That Differentiate Salesforce From Other CRMs
3. Understanding The Basics Of Salesforce

23. Thank you for Reading!
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