Salesforce Implementation


Below we list the best resources about implementing Salesforce within marketing teams, including getting started guides, best practices, and more, collected by a team of expert editors.

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Adopting any online new practice, workflow, or software tool on your team takes planning and adjustment. Getting everything in its place and equipping the entire team with the right information before getting started is essential for smooth implementation.

Fortunately, Salesforce provides many guides for users getting started so that they're set up for success. Here is an overview of Salesforce's step-by-step guide:

  1. Plan and Prepare. This step ensures that your team is all on the same page before you start using Salesforce.
    1. Set team goals so that all of your efforts using Salesforce are united towards the same ends. This maximizes the utility of any team tool, especially Salesforce.
    2. Define your process around Salesforce, so team members understand how it will be used day-to-day and in working towards long-term goals.
    3. Decide which reports you need and choose the Salesforce tools that will help you achieve your team goals.
    4. Train the administrator in using the relevant Salesforce tools ahead of time.
    5. Notify the end users that you will be using a new system.
  2. Set up Salesforce. This is the basic setup of the tool.
    1. Set up your company profile.
    2. Define the role hierarchy, which will be similar to an org chart. This is when you determine how much data access each user or group of users needs access to.
  3. Customize Salesforce. This step helps you tailor the tool to the specific needs of your team.
    1. Understand what you can customize and whether your team needs that level of personalization.
    2. Decide whether to use Lead functionality. This requires an extra step to turn a prospect into an Opportunity. This is a decision that will be based on how your team wants to move through and define the customer lifecycle.
  4. Start using Salesforce. This step helps you put the final pieces in place so that your users may start using Salesforce for the first time.
    1. Add users. This involves associating users with the roles and profiles that you set up in your role hierarchy.
    2. Import data from any other storage system with the help of a Salesforce data import wizard.
    3. Train end users for anywhere from 1-4 hours. The idea is to help them feel comfortable with the software without overwhelming them with information.
    4. Go live.
  5. Make Salesforce CRM a success. This step helps you to make sure your users are successful with Salesforce, and helps encourage adoption and usage within your team.
    1. Encourage user adoption by tracking usage and being responsive to team members' needs and questions.
    2. Leverage the AppExchange to add extra functionality that will help the team.
    3. Integrate Outlook and Email to help team members' productivity.
    4. Manage data quality, so you're sure you can trust the data you're working with in the system.
    5. Manage releases. You will automatically have access to over 100 new feature releases each year for the platform and Salesforce CRM apps.

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