Hire a Salesforce implementation partner who can guide you beyond the initial implementation. A good Salesforce implementation partner will identify areas in your organization where you can expand Salesforce to increase the efficiency and productivity of your organization.

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Checklist For
Successful
Salesforce Implementation

2. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Planning
Implement
new
technology
Communication
Data
Cleaning
CRM
Customizations
Validate the
model
Enable users
to the system
Allocate roles
and
responsibilities
Hire a
Implementation
Partner

3. Planning
The planning phase involves writing
down the goals and objectives of the
business, field of expertise, and vision &
mission statements.
Also, pen down the performance metrics
to measure your business performance
that will help in deriving business
value.
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4. Consider starting from small implementation to Validate
the Model
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Businesses can implement the whole of
Salesforce suite in one small department else
they can buy a small number of licenses or
limited versions for specific departments.
Starting with the implementation of small
parts will give you the chance to keep
moving with the changes within the system.

5. Hire a Salesforce implementation partner
who can guide you beyond the initial
implementation. A good Salesforce
implementation partner will identify
areas in your organization where you can
expand Salesforce to increase the efficiency
and productivity of your organization.
Hire a Salesforce Implementation Partner
cloud.analogy info@cloudanalogy.com +1(415)830-3899

6. Successfully implement new technology
Adoption of new technology is a great
way to encourage team innovation and
help businesses achieve their goals and
objectives. These technologies will
improve the level of productivity and
increases the efficiency of your
business.
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7. Data Cleaning
Data cleaning will assist you to track all
the business-critical data. It is a valuable
process that helps in improving data
quality and ensure long-term customer
relationships.
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8. For a productive and successful
implementation, you must
clearly define the task and
allocate them respectively. You
should make diagrams and
share them with your
teammates.
Allocate roles and responsibilities
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9. Use regular communication channels or
interactive sessions for your business to
effectively and clearly communicate all
major changes.
Hence, explain why the changes were
needed, why they were made, and how
they are needed to adjust their Salesforce
workflows.
Communicating about the changes in the team
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10. Once you are done with all the above steps
like planning, listing down the resources,
your goals, and objectives, it's time to set
up CRM and customize it to fit your
unique business requirements.
CRM Customization
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11. After setting up the CRM, you need to add
users to it. These users will provide you the
instant performance feedback and responses
of your system. Then, the last step is to train
and guide the users enabling them to use the
CRM with ease.
Add and enable users to the system
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Salesforce implementation process is not that easy like any other CRM. For
making it successful, your whole organization should be committed to the
implementation process. You should have a good plan and execution strategy.

13. Thank You
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