5 Common Pitfalls to Avoid when Implementing Salesforce

If you’re going to invest time and money in purchasing Salesforce licenses, plan for potential pitfalls so you can avoid them.

Salesforce is often abandoned by organizations that claim it was too complicated and they didn’t get a return on their investment.

Here are 5 common pitfalls to avoid when implementing Salesforce ensuring a successful implementation:

1. Avoid trying to self-implement Salesforce. Work with experienced Salesforce consultants who can guide you through the process and help you avoid costly mistakes.
2. Start simple and build smart. Don’t be tempted to buy several Salesforce add-ons at once that you may not use. It’s better to start with the basics of Salesforce Sales & Service Clouds to allow for scalability and user adoption. You can always add on features later.
3. Gather input from the people who are actually going to use the system. This may seem obvious but frequently people leading the implementation don’t have a clue about the end user experience.
4. Executive Support is vital for the success of Salesforce implementations because it provides the leadership, resources, and strategic direction needed to ensure that the project aligns with the organization’s goals and overcomes the challenges associated with change and technology adoption. Implementing new software often faces resistance from employees who are comfortable with the old way of doing things. Executive support can help overcome this resistance by emphasizing the importance of the change and setting the tone for the organization. Executives are interested in the results and return on investment (ROI) of the Salesforce implementation. They can set up monitoring and reporting mechanisms to track progress and assess whether the project is meeting its goals.
5. Avoid Garbage in Garbage out and allow time to clean your customer data before you import it into Salesforce.

Being aware of these common pitfalls, you can ensure a successful implementation of Salesforce CRM. With the help of experienced partners like Kiwi Group, you can overcome any challenges and take full advantage of the benefits that Salesforce has to offer.  If you’re interested in learning more about working with Kiwi Group, please get in touch.