Today, Salesforce is one of the top business-critical applications for various enterprises. The world’s #1 CRM platform has been helping businesses of every size to connect their customers in a whole new way across sales, customer service, marketing, communities, apps, analytics, and more with Salesforce Customer 360.
To get the most out of your Salesforce investment, you need to take some precautionary measures before & during the implementation process. To be precise, you should have a team of certified Salesforce experts who understands the Salesforce system, how it works and how it can help your business thrive. Platform expertise and industry experience will certainly make the implementation easy and error-free.
Talking about the platform, Salesforce is one of the most flexible & easy-to-use tools. But it’s quite surprising to hear stories around failed Salesforce projects. It’s easy to blame the Salesforce system and not analyzing what went wrong during the implementation or how well the people working around understood your business needs.
With over a decade of experience in the Salesforce ecosystem & over 80% Salesforce certified professionals, CEPTES has been one of the pioneers in offering seamless Salesforce implementation solutions to leading enterprises. We have worked with businesses of every size and successfully helped them get the highest ROIs by nailing down the reasons for project failures. After working with over 150 customers, we have listed out the top 5 reasons behind a Salesforce project failure.
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- Lack of focus on the core users & primary requirements
Every tool needs to be customized & focused for the end-user and the same goes for Salesforce. While planning Salesforce implementation, a majority of the enterprises establish a certain set of business goals that they want to achieve with the CRM. However, they skip considering the end-users and their needs. This is one of the primary reasons for a Salesforce project failure as enterprises’ land up by wrongly focusing on the requirements of non-core users. While implementing Salesforce, you must focus the end-users and how Salesforce can help them.
- Not choosing the right Salesforce edition
Though this sounds a bit dubious, we have seen businesses not getting ROI out of their Salesforce investment because of choosing a wrong Salesforce edition. If your business demands an Enterprise edition license, don’t settle for a Professional edition. This might help you save a few dollars on the license cost, but in the long run, you will end up paying a huge cost to improve usability.
- Trying to achieve everything in one shot
The simple mantra for a Salesforce project success is to keep it simple. Often enterprises try to achieve everything with Salesforce which makes their system too complex. Though Salesforce is a very flexible tool and can be customized to any level, we have seen successful enterprises use specific Salesforce product to do a specific task (Sales Cloud for sales automation, Marketing Cloud for marketing campaigns, Service Cloud for customer service, etc.). Making the system complicated downgrades usability & performance.
- Not investing time on the user training
Let’s accept it – ‘We don’t want to spend a lot of time & cost on training’. But, if you want to make your Salesforce implementation a success and get the most out of it, then you have to invest in user training, as they are the actual ones who will use the tool. If your end-users are equipped with all the skills & knowledge, they can take your business to a whole new level powered by Salesforce. Salesforce is a vast ecosystem that continuously introduces new features and functionalities. It is important for your employees to up-level their skills on a regular basis to enable your system to give you the best results.
- Absence of a full-time Salesforce administrator
Salesforce is an exciting journey and you need to instil fuel to support it regularly in order to enjoy the ride. A Salesforce admin who can own the system and offer continued support is far more important than the initial implementation. To make your Salesforce project a success and to get the best results, you need to hire a full-time Salesforce certified administrator, who can always ensure that the end-users are accurately supported, and trained. Admins can roll out new features and confirms that you get the desired value from your CRM.
CEPTES is a Salesforce Consulting Partner and leader in offering end-to-end Salesforce Cloud implementation, integration, migration, development, support services along with Einstein Analytics and Lightning Services. Our Salesforce certified resources can help you get the best from your CRM with a seamless implementation, integration, and support. With our decade of experience in the platform, we understand how the CRM works and how it can help you with your specific business requirements. Get in touch with us now to start your journey in the world’s #1 CRM platform.
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