5 Common Mistakes in Salesforce Implementation and How to Avoid Them


SalesForce has made its mark as one of the top CRM applications available. It offers tons of features and allows companies to customize it to meet their unique needs. That’s why it’s no surprise that 90% of Fortune 100 companies use SalesForcea as their CRM.

If you want to get the most out of the benefits of SalesForce, you need to avoid common mistakes people make. Below are five common mistakes in SalesForce implementation when setting it up.

1. Not Defining Goals

SalesForce isn’t a simple platform. There are many features available that benefit businesses in different ways. Without clear goals, you won’t be able to make the most of those features.

Define the goals you want to achieve with SalesForce. Once you do, look for the product features available and find a way to create workflows to make the most of them.

2. Ignoring Business Processes

The right SalesForce implementation process will consider your current business process. Your goal is to integrate it with the way you work instead of redefining your entire operational process at once.

Keep your current business process in mind when designing your SalesForce system. Try to keep it as similar as possible initially. You can continue changing things over time as you find better ways to work.

3. Ignoring Data Quality

SalesForce offers many insights into your business data—but it’s only as good as the data you feed it. If you have a ton of inaccurate information, you’ll produce insights that don’t benefit your business.

Look through your current data and clean up the incorrect information. At that point, you’ll have good data to input and can create a plan for managing SalesForce data quality.

4. Not Customizing

The thing to remember about SalesForce is that it’s customizable. Yes, there are default views to work with. But if you want to get the most out of the software, you need to customize it for your needs.

Look at the customization for SalesForce available to learn how to change things to suit your needs. If possible, work with an experienced SalesForce professional to get help designing the system to match your needs.

5. Forgetting Integrations

SalesForce doesn’t have to operate on its own. You’ll probably have other software that serves other purposes, and if you can integrate that data with SalesForce, you can benefit from SalesForce even more.

Take phone calls, for instance. You may want to track customer calls in the software and not have time to track things manually. Products like FastCall in SalesForce HVS can integrate your caller with SalesForce to offer the tracking you need.

Avoid Mistakes in SalesForce Implementation

SalesForce offers an excellent product for businesses that want to manage their contacts. It offers enough customization to allow businesses to adapt it to their needs, but at the same time, it won’t work as well as it should if you set things up incorrectly.

There are many mistakes in SalesForce implementation to learn if you want to avoid those problems. Watch out for the problems above during your SalesForce setup to create an environment that benefits your business.

Do you want to learn about more tools available to your business? Check out the other website articles to learn what else is available.

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