Where are you going wrong with your Salesforce implementation?

Salesforce implementation errors implementation

With over 150,000 customers worldwide, Salesforce is the CRM of choice for most companies, regardless of their size. It comes as no surprise that Salesforce is touted to be the number one CRM software product, seven years in a row, by IDC 2020 Revenue Market Share Worldwide. Improved customer experiences, enhanced sales communication, and intuitive collaboration tools are just a few of the reasons why enterprise leaders turn to it for better customer relationship management. 

However, Salesforce implementations can be fairly challenging. It would depend on the specific company-specific business requirement, the kind of data in the system, and the need to integrate with any existing CRM platforms. In this blog, we explore the common roadblocks any industry leader can run into during their Salesforce implementation. 

Common Salesforce implementation challenges

Incorrect Data Handling: With the massive amount of critical company data involved in implementing Salesforce, migrating and integrating data from legacy systems can often pose a bottleneck. Migrating data, avoiding duplicates, and safe handling of data must be thought out well in advance to achieve the best results post-implementation.

Cost Estimation: With the host of benefits Salesforce offers, companies often get caught up trying to achieve their business outcomes with the CRM. This often leads to cases where company leaders have incorrectly estimated the price for integrating Salesforce. Some companies even gloss over this step, only to later realize the complexities that a lack of budget can bring. Unexpected expenditures can often bring the entire Salesforce implementation to an abrupt stop. Business leaders must map out the budget and timeline of the implementation to ensure success.

Customization: One of the most popular features of Salesforce is the ability to highly customize the platform. Since the requirements of each enterprise vary, it is vital to have specific customizations that can help your company achieve better results. If the CRM is not customized to meet the needs of the organizations, then regular business processes may have to be tweaked to get the desired result. Therefore, it is prudent that your business finds a way to personalize the CRM to maximize its benefits. 

Despite these challenges, Salesforce remains a favorite among company leaders, whether they belong to SMBs or Fortune 500 companies. As the demand grows, it is essential to partner with a registered Salesforce consulting partner like Kasmo that has deep domain knowledge to tackle implementation projects of any size.

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