Salesforce Implementation Checklist: How To Implement Salesforce Seamlessly

March 16, 2023 | visibility 1946

In this technology-oriented ecosystem, you want your business operations to be more automated and intelligent to drive a high level of productivity and better results. Salesforce is one name that you will surely encounter while looking for a solution that eliminates workload from your team. And here is how this Salesforce Implementation Checklist will bring efficiency to your business operations.

Salesforce stabilizes core functions and enables companies to manage customer relationships desirably. Thus, earned recognition as the world’s number one CRM. Equipped with software catering to various business needs, Salesforce has served more than 150,000 organizations and smoothened their business workflows.

If the implementation of Salesforce is what you have in mind, then this checklist will be of great help. Stick till the end of the blog to ensure that the Salesforce implementation process in your organization goes coherently.

What is Salesforce Implementation Checklist?

Salesforce Implementation is the process of developing and configuring the Salesforce platform in accordance with business requirements and goals. Developers can customize the features and functions of Salesforce, keeping it aligned with the organization’s business workflows, processes, and data infrastructure. Data migration, integration with other systems, customizing user interfaces, and adding personalization are some steps in the implementation process.

The aim of Salesforce Implementation is to tailor the Salesforce platform to an organization’s specific needs while maximizing the benefits and return on investment.

Salesforce Implementation Checklist

A team of Salesforce experts or Salesforce Implementation Partners, comprising certified Salesforce administrators, developers, business analysts, quality assurance engineers, and consultants, typically carries out the implementation process.

We all know that implementing a CRM system in a business model can be a challenging job for your team due to its complexities.

A checklist combines all the points you need, and Salesforce is ready to leverage. Properly outlining the requirement list will result in efficient execution, leading to the growth of the lead generation funnel, a strong infrastructure, a shielded database, and operational flexibility.

Successful Salesforce implementation is when every user in the organization can adopt the application properly. Here are some questions that you can refer to as a checklist for effective Salesforce Implementation. 

Things to Consider Before Salesforce Implementation

You can count on these questions before you commence the Salesforce Implementation process. Once you find answers to all the questions, preparing and executing them with the right implementation strategies will be easier.

Question 1:
Who Should I Onboard for Salesforce Implementation?

Well, suppose you want Salesforce Implementation in your organization to achieve your goals in one attempt, and you don’t have Salesforce experts. In that case, it’s not recommendable to experiment with it on your own.

This might sound cost-friendly but with Salesforce’s complex and out-of-the-box setting, risking all of it is not a good idea. Eventually, your business will grow. Implementing Salesforce in-house may limit your ability to scale, and you will have to spend time correcting what went wrong and reintroducing Salesforce.

It’s better to either hire a Salesforce implementation consultant or hire remote Salesforce developers to carry out and present you with the ideal vision of your CRM. Onboard the one who fits best in this checklist to ensure that your organization undergoes the top-notch Salesforce Implementation process.

From guiding the process to testing the CRM, your implementation team is important for a smooth transition.

Both options are suitable for successful Salesforce Implementation.

When you choose, Salesforce Implementation Consultant partner, you get a whole team of Salesforce Developers, Project Managers, Business Analysts, Pilot Teams, Salesforce Consultants, etc. This option provides you with everything in one place without spending separately.

Question 2:
On What Parameters Should I Define Business Goals in Salesforce?

Defining business success criteria is as equally important. Start with sketching the processes and goals that you envision for. Now discuss it with your teams to discover what and where they need help. Sketch out everything in detail. You can introduce some Key Performance Indicators (KPIs) to do so.

For instance, some achievable KPIs could be

  • 85% User adoption till Quarter 2
  • 30% improvement in client retention rate by Quarter 4
  • 45% increment in query response time by Quarter 3
  • 5% increase in overall revenue by Quarter 3

Setting such parameters will aid in shooting up your ROI with the capabilities of Salesforce.

How to Implement Salesforce?

Question 3:
How Long will Salesforce Implementation take?

Introducing a new concept and ensuring that you are moving ahead successfully at every step requires a lot of time. The timeline for implementing Salesforce depends on the business’s size, complexity, and divisions.

The exact timeline will depend on several factors, including the number of users, the complexity of the data model, the number of integrations with other systems, the amount of customization required, and the level of user adoption.

Generally, for a small-scale business, it takes up to 3 to 4 weeks; for a mid-size business, it can go around 6 to 8 weeks in implementation, and if the implementation is happening in a large-scale business, then considering all the factors, 8 to 10 weeks are standard.

It’s important to remember that this is just a general timeline and that the actual duration of a Salesforce implementation will vary based on the organization’s specific needs.

Question 4:
How do I want my Data to be Organized?

One reason you have thought of implementing Salesforce is the proper organization of data. It is necessary to do this before the implementation starts importing clean data into Salesforce. You can store your data perfectly in Google Sheets, Excel, Databases, various CSV files, or your current CRM system.

Sort and Organize your data appropriately, then strategize the placement of the same data in Salesforce.

Salesforce has some standard objects like Leads, Opportunities, Contacts, Accounts, Products, Campaigns, Orders, Cases, etc. All the standard objects have standard fields where records are set up. If these standard objects fulfill your business requirements, data management won’t be a serious concern.

But if you believe that Custom Objects are something that might help you sort your data efficiently, then Salesforce allows you to do this as well. Create custom objects of all the required data and further create custom fields as per your usage.

When thinking about all these questions, you might wonder, what would the Salesforce Implementation process look like if these were only points in the checklist?

How to Implement Salesforce Seamlessly?

The best way towards success is putting the first step in the right direction. In the case of Salesforce Implementation, if you want to start moving in the right direction from the beginning, then follow the Step-by-step guide for proper execution.

Here is a breakdown of how to implement Salesforce:

Step for Salesforce Implementation

Step 1: Determine Stakeholders and Goals

Decide which people or entities have a due interest in the implementation or whose requirements require attention during the process. A due interest in the implementation or whose requirements should be addressed during the process. Some commonly affected parties are Business/End Users, Teams working across the departments, customers, IT administrators, business development people, etc. Remember that every member will be working on Salesforce for different purposes. Get input from all aspects of your organization to provide customers with a good buying experience.

Once stakeholders are identified, get them to ascertain the projects’ goals.

You can measure your goals by putting these questions on the table:

  • What is the definition of Success for your organization?
  • What challenges is your team striking with regularly?
  • Which processes need to be accelerated to drive better results?
  • Are there any features or customization that would help your team?
  • Do any of the current processes work well, and would you like to replicate them in your new system or other processes?

These are some scenarios that might help in determining goals. By assessing how well different stakeholders’ visions align, the project is also better positioned for success.

Step 2: Onboard a Salesforce Implementation Partner

Salesforce is a quite interesting technology to work on, and to implement this in your business structure, always listen to the advice of experts. Hiring a Salesforce Implementation Partner will bring along multiple profiles who will review your current business strategies and processes and recommend the best feasible solution to improve workflows.

Furthermore, taking guidance from experts add fringe benefits of Salesforce customization and configuration. Your team can also learn to design and building of page layouts, assign permissions and align all kinds of activities throughout the implementation cycle.

Step 3: Define the Timeline for the Process

It is crucial to design a timebound process for Salesforce Implementation. At the same time, working with an experienced Salesforce team. Decide a date on which you would be starting the process, and then estimate dates for several events like the migration of data, testing, final testing, preparation before you go live, and launching the Salesforce in your organization.

Timelines always keep the team thriving towards the fulfillment of pre-set milestones.

Step 4: Gather & Prioritize Requirements

The end users will probably feel the strongest impact of Salesforce, who will integrate it into their daily routines. Engage them in discussions about the system’s data quality and ensure they thoroughly understand it. Address any questions or worries they may have with the help of your consultant if necessary. Although it may take a while to acclimate to the new system, assure them, it will eventually improve efficiency.

Besides the end users, it’s crucial to keep your customers informed about Salesforce and gather their perspectives on the new system. Observe their reactions and compare their new experiences with the old ones. Based on their feedback, additional modifications to your workflow may be required.

It’s time you prioritize your requirements by assigning them a high, low, or medium priority.

  • High-priority requirements are something you can’t compromise with, making going live next to impossible.
  • Medium-priority prerequisites are beneficial while you go live but still require manual addressing.
  • Low-priority requirements would be helpful, but their absence won’t create any hindrance in strengthening workflows.

Share these priorities with your Salesforce Partner to start planning accordingly.

Step 5: Build

Now the real work will start, i.e. actual creation of the software or the system as per the requirements shared by your internal team.

Being the end-user of the service, discuss these topics with your implementation team so that in the future, you won’t have to deal with any such pertaining issue:

  1. Refreshing of Sandbox Org.
  2. Will your Partner be providing you with Documentation?
  3. What sort of support will you receive for Deployment from Day 1?

Step 6: Testing and Implementation of Changes

After the sample org is created, send it for trail testing to establish that your implementation team and related business parties are on the same page.
You can ask for either of the following things:

  • A visual demonstration of the sample org and how it works.
  • Recording of the demo.
  • Keep going back and forth to the story until you understand the entire flow properly and how all components work together. With this, you will discover how well Salesforce is created in compliance with your business.
  • Take notes to ask your queries and resolve them in a peer discussion with your partner.

You can now share the feedback for the improvements. Testing of the changes done along with the rest of the sample Sandbox Org should be the next step. Keep testing, re-testing, and implementing the changes until they become entirely functional and bug-free.

Step 7: Launch in Phases

It’s always advisable to launch Salesforce in your business in phases. Adapting the new implementation process could easily exhaust some individuals who are not comfortable with the new changes in their system. Providing appropriate training and guidance at each stage can significantly increase the user adoption rate of Salesforce and demonstrate how efficiency can be achieved.

Answer all their questions throughout the process and listen to their feedback. As they see how productive workflow in Salesforce is helping them in improving their performance, they will understand the need for Salesforce implementation.

Step 8: Review the Implementation

It is important to regularly review both your Salesforce implementation checklist and your new work processes to identify any areas that require changes or improvement. Effective use of Salesforce is crucial, so make sure your team is comfortable using it and value the input that they share regularly. Partnership with your consultant and manager for utilizing their expertise can refine the initial tweaks to the workflow, enhancing the user experience. By fully adopting this approach, you can expect to see increased productivity and satisfied clients.

Salesforce Implementation Partner

The Closing Words

Salesforce has become a widely recognized cloud computing solution in the business world, with the ability to transform processes and manage the promotion, sale, and marketing of products and services.

While implementing Salesforce may seem daunting, it is achievable with a milestone-based approach. This approach leads to increased ease, efficiency, flexibility, and scalability for your teams and customers. If you’re ready to take the leap towards a more efficient customer management system, Cyntexa is here to make the transition stress-free.

To get started, simply schedule a call with our experts and avail the best Salesforce implementation services. We have highly skilled professionals who are reliable and dedicated to your company’s success.

Frequently Asked Questions

Salesforce is a customer relationship management (CRM) platform that provides businesses with various tools for managing sales, customer service, marketing, and analytics. It helps organizations automate and streamline their sales and marketing processes, improve customer engagement, and gain valuable insights into customer behavior.

Salesforce implementation is installing, configuring, and customizing the Salesforce platform to meet an organization's unique needs. The implementation process involves the following:

  • Defining the goals and objectives of the implementation.
  • Setting up the Salesforce Org.
  • Migrating data from the existing system.
  • Integrating with other systems.
  • Training users.
  • Testing and validating the implementation.
  • Launching it in the production environment.

Salesforce implementation has many benefits, including improved collaboration and communication across the organization, increased efficiency and productivity, enhanced customer experience, better data management, and greater insights into business performance.

Some common challenges faced during Salesforce implementation include the following:

  • Lack of understanding of the business requirements and goals
  • Resistance to change from users
  • Lack of resources and expertise
  • Integration with existing systems
  • Data migration and clean-up
  • Limited budget and timeline
  • Lack of user adoption and training
  • Ongoing maintenance and support.

These challenges can be addressed by:

  • Clearly defining the goals and objectives of the implementation
  • Involving all stakeholders in the implementation process
  • Assigning a dedicated project manager to oversee the implementation
  • Hiring a Salesforce consultant or partner to provide expertise and resources
  • Conducting thorough testing and data validation
  • Providing comprehensive user training and support
  • Establishing a clear governance model for ongoing maintenance and support.

A successful Salesforce implementation can significantly impact a business, including improved collaboration and communication, increased efficiency and productivity, enhanced customer experience, better data management, and greater insights into business performance. A successful implementation can also result in increased revenue, reduced costs, and improved customer satisfaction.

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