Here’s the hidden issue with Salesforce that no one tells non-tech managers.
1. Clear Objectives
– Define specific goals for Salesforce implementation.
– Align these objectives with business processes to ensure coherence.
2. Stakeholder Engagement
– Gather input from all relevant stakeholders early.
– Facilitate ongoing discussions to address concerns and needs.
3. Data Quality
– Prioritize clean, accurate data migration.
– Implement processes for regular data maintenance.
4. User Adoption
– Focus on user-friendly design and training.
– Encourage feedback to continually improve user experience.
5. Customization vs. Configuration
– Opt for configuration over customization to maintain simplicity.
– Ensure changes serve long-term business needs and scalability.
6. Change Management
– Develop a communication plan to ease transition.
– Prepare staff for changes with comprehensive training.
7. Testing
– Implement rigorous testing at various stages.
– Address issues promptly to avoid future complications.
8. Post-Implementation Review
– Conduct regular reviews to assess system performance.
– Make adjustments based on evolving business requirements.
9. Governance
– Establish clear governance structures for decision-making.
– Ensure compliance with industry regulations and standards.
10. Continuous Improvement
– Monitor system performance for ongoing enhancements.
– Keep abreast of Salesforce updates and innovations.
Remember to regularly align your Salesforce strategies with evolving business goals to maximize value.
You can read it here: https://sfdc.blog/WajGP
Source from salesforceben(dot)com