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Notes from the CEO: 3 mistakes to avoid on your Salesforce journey

As a Salesforce consultant with over a decade of platform experience, I have seen firsthand the many benefits of the platform when it is implemented properly. The powerful capabilities of Salesforce can transform business processes, streamline workflows, and improve overall customer satisfaction.

In my time working with Salesforce, I have seen organizations make the same mistakes time and again when it comes to their implementations. These mistakes can be costly, time-consuming, and can greatly impact the success of the CRM implementation.

In this blog, I’ll be discussing three of the major Salesforce implementation mistakes that I’ve seen, and more importantly, how to avoid them.

“I have enjoyed increasing my potential customers, and I hope to reach more of them.”


1.  Lack of "buy-in" from company executives

One of the most significant mistakes I have observed over the years is a lack of “buy-in” from company executives.

When executives are not involved or invested in the project, it can be difficult to achieve overall Salesforce adoption. This lack of support could lead to fragmented adoption, which could ultimately undermine the intended end-goal of the project.

Gaining strong support from company executives is critical to the success of any Salesforce project. By involving them early on in the planning process, educating them on the potential benefits, and aligning the project's goals with the company's overall objectives, we can secure their support and set the organization up for success.

To avoid this mistake:

  • Secure an executive sponsor for your Salesforce implementation. They should be tuned in to how Salesforce implementation benefits their organization. They should also receive regular progress reports throughout the project's life cycle. This will help keep them informed and engaged, ensuring that they remain invested in the project's success.
  • Educate executives on the potential impacts of Salesforce. The platform can have significant effects on business processes and customer interactions. Execs need to understand how Salesforce can help their teams work more efficiently and effectively, resulting in improved outcomes for the customers and the company.
  • Align the Salesforce team's goals with the company's overall strategic objectives. The executives should work closely with their team to guarantee this alignment. By doing so, they can ensure that the project meets their long-term vision and goals.

2. Poor continuity in the Salesforce team

Maintaining continuity within the Salesforce team can drive productivity, increase employee engagement, and lead to better outcomes for customers and company alike. A team that functions effectively and efficiently can achieve its goals and deliver high-quality work. However, mistakes related to team continuity can jeopardize the team’s success.

Personally, I have witnessed a situation in which an organization did not plan Salesforce team continuity properly. In this particular case, they left a Salesforce instance on auto-pilot when team members left to serve another organization. This happened again and again, causing the team’s overall efficiency to suffer.

It took time, effort, and planning to get back on track and stabilize the team and our projects.  If we had taken steps toward proper team continuity from the start, we could have avoided such challenges.

Effective team continuity is essential in Salesforce implementation to boost alignment and productivity. This way, we can guarantee successful teamwork, meet our customers' needs, and achieve our company's goals.

To avoid this mistake:

  • Maintain proper documentation to ensure smooth transition for new team members. Be sure to document standard operating procedures, create training guides, and keep updated project records. For any changes in personnel, having clear and up-to-date documentation will help new members to quickly understand their roles and responsibilities to minimize any potential disruptions in work processes.
  • Secure approval from leadership and collaborate with the internal recruiting team to swiftly replace talents. By gaining leadership’s approval, the Salesforce team can make sure that their efforts to replace previous members are aligned with the organization’s overall strategy and goals. The internal recruiting team can then facilitate a smooth transition of skilled new team members in a timely manner.
  • Consider staff augmentation or managed services for securing talent replacement. Finding a trusted partner that can offer these services can help to streamline staffing and onboarding processes. This way, if new talent needs to be brought in, your business quickly and efficiently integrate that new talent into your Salesforce team.

3. Budgetary challenges

When it comes to budgeting, some companies try to take on more than what is feasible. This leads them to budget overruns and even delays in the implementation process.

These issues can become a significant obstacle when implementing Salesforce. It is important to take the right measures to ensure that resources are being used responsibly. This is key to the success and long-term value that the platform can provide to the organization.

  • Engage in proper planning and a realistic budget. It's important to stay within the company's financial parameters and create a budget that takes into account all the costs associated with Salesforce. Consider licensing fees, customization costs, data migration costs, and ongoing maintenance and support costs. Note that there are also hidden costs with implementation that might be easily overlooked.
  • Set realistic timelines and goals for the project. This will help ensure that the company is not taking on more than what is feasible and that they are staying within the budget.
  • Prioritize the most critical aspects of the project. This way, the budget is allocated to the most important components first. This helps to prevent budget overruns and encourage responsible use of resources.

Just remember…

Salesforce implementation mistakes can cost a company valuable time and money.

By involving executives early on in the planning process, having a clear project management plan in place, and creating a realistic budget, these mistakes can be avoided. With the right planning and approach, Salesforce implementation has the power to elevate organizations, improve overall efficiency, and drive revenue growth.

If you're looking for a Salesforce partner that can help your company avoid these common mistakes and make the most of its CRM implementation, don’t hesitate to reach out to me today and learn what Modelit can do for you!

Danny Teng

Danny Teng is a Salesforce Expert with 15+ years of platform experience

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