This is a blog post by a friend & Collegue, Vera Loftis. She is the managing director of our London office.
In my five years at Bluewolf I have played many roles, ranging from Business Analyst to Managing Director. I have worked on nearly every aspect of an implementation, founded a university program for our incoming BA's, and managed our delivery team in the Western US. Most recently, I have been charged with managing our operations in EMEA focused around the Financial Services and Media/ Telco verticals. Prior to joining Bluewolf, I was the Marketing Coordinator for a non-profit organization, and I graduated from the University of Pennsylvania.
Top 5 Tips For a Successful Salesforce Implementation
So you've made the jump to Salesforce, congratulations! You're on your way to supercharged sales with Salesforce Sales Cloud™, transformative customer service with Salesforce Service Cloud™, and engaged social marketing with Salesforce Marketing Cloud™. With such robust functionality, it's important to implement with measurable goals and objectives in mind. Creating and executing an implementation strategy is key to securing ROI from this new purchase. Use these five tips to ensure a successful Salesforce implementation:
- Focus on your end customer
Every initiative a company executes should be focused creating happier customers and more of them, and system implementations are no exception. A CRM initiative should be focused on enabling your employees to better engage with your customers in meaningful ways. It has less to do with systems and technology and more to do with processes and data. The pitfall that clients often fall into to is that they approach their CRM implementation from a features and functions perspective. Instead, you should challenge your organisation to take a long, hard look at its current processes through the lens of your customer and strategise on how to leverage the technology to improve those processes.
- Keep it simple
An average user can only absorb so much change. It is better to focus on the basics and get the proper foundation in place to start. The great benefit of using a flexible technology like Salesforce.com is that it is architected for continuous innovation. There is no need to try to assume all the needs of the business upfront and solution for them all day 1. The nature of Salesforce.com encourages you to continually measure the business needs and introduce new functionality to the business as needs arise.
Data is usually the forgotten child of any project. Initially, everyone is focused on requirements and building the solution, and then eventually the data has to be loaded for testing, and that is when the fun starts.