Without any doubt, Salesforce is one of the most popular CRM systems available. With a market share of around 18 percent, it enjoys a wide adoption rate. The robust cloud-based platform offers a wide array of features, functionalities, and components to help businesses resolve unique business challenges. However, to make the most of this amazing platform, it’s important to ensure its proper implementation as companies might face several challenges when implementing it into their IT environment.
Salesforce Implementation Challenges:
Let’s take a look at some of the common challenges organizations face while planning Salesforce implementation:
Costs: The cost of implementing software is a major concern for businesses. It is essential to ensure whether the investment you make will provide timely returns. To resolve your queries, you must consider getting in touch with one of the reliable and certified Salesforce Consultants. They can address all your concerns and provide you with the necessary Salesforce knowledge.
Choosing the Right Partner: Though Salesforce offers a wide array of out-of-the-box solutions, these solutions might not be as efficient as the tailored ones. It is essential to partner with a reliable Salesforce partner who can help you with your specific requirements.
Implementation Challenges: Salesforce implementation can be challenging due to a large number of tools and functionalities. There is no point in paying for the features you don’t require or utilize. This is where customization comes into the picture, as it allows users to pick only those functionalities that are useful for their business.
Integration Challenges: Integrating Salesforce with other third-party systems can be challenging. It is essential to devise a proper implementation strategy with your partner to enable seamless integration of Salesforce and other tools to get extra functionality while exchanging crucial data. It is also essential to decide if any existing softwares’ (especially the paid tools) need to be retained. This will prevent you from overpaying for a tool whose functionality is covered by Salesforce.
Data Migration: The first step while implementing Salesforce is to migrate all the previously stored data on servers and hard drives to the cloud, i.e., Salesforce, a cloud-based solution. It is essential to seek support from a data migration specialist to ensure hassle-free migration of data. A specialist will look into issues such as data loss and duplicity.
Lack of in-house Experts: One of the major issues organizations deal with during Salesforce implementation is user adoption. It is essential to ensure that your company hires an in-house expert who, besides assisting with the implementation process, also provides training to the other team members regarding its usage. In the absence of an in-house expert, team members might not utilize the platform confidently and fail to make the most of it.
Ongoing Support: Like any other system, Salesforce requires constant Salesforce support to ensure that the platform works seamlessly and meets your business goals. It’s crucial to engage a professional support team to optimize the platform’s functionality to ensure that it performs at its best.
These are some of the Salesforce implementation challenges that organizations need to address to ensure a hassle-free implementation. By partnering with a reliable certified service provider, organizations can deal with implementation challenges.
As leaders in the CRM space, Salesforce offers multiple features and functionalities, which has helped organizations streamline their business processes while ensuring operational efficiency. The robust CRM is being leveraged by organizations across the globe for managing the data of the Sales department. However, when integrated with a powerful business intelligence tool like Tableau, the effectiveness of Salesforce increases manifolds.
The integration of these two tools has enabled enterprises to manage customer relationships and keep track of sales and marketing leads. Organizations should get in touch with one of the reputed Salesforce consulting partners to know more about this powerful combination tool.
Tableau is a powerful and fastest-growing data visualization tool that helps convert raw information into a simple, comprehensible format. Salesforce acquired Tableau in 2019, and since then, this magical integration has efficiently helped multiple organizations optimize their business processes.
Listed below are some of the advantages of this integration:
More Dashboard Designs: Though Salesforce dashboards can be leveraged for data visualization, the integration of Salesforce and Tableau offers more design elements, which can help businesses better engage their audiences.
The Power of Einstein Analytics: Businesses can avail a smooth workflow and analytics with Einstein analytics. This integration ensures effective collaboration among users, ensuring work efficiency, predicting sales outcomes, and planning for the next course of action. Moreover, organizations get access to AI models that do not require coding skills and are simpler to set up.
Drives Digital Change: The integration of Tableau and Salesforce can drive digital change by empowering businesses across the globe to take advantage of customer data and develop deeper insights to make informed decisions and drive smarter client experiences while accelerating development.
Quicker Decision Making: Businesses generate a humongous amount of data during various business operations, which keep piling up over time. However, valuable insights can be unlocked from the data by leveraging this powerful integration tool. Apart from this, there is no need to extract data from the Salesforce platform and then manually share it with Tableau. Instead, Salesforce Tableau integration will automatically provide organizations with insights from different departments.
Seamless User Experience: Another benefit of a Tableau integrated framework is that it enables organizations to make sense of customer data. It empowers users to get department reports on the same page, saving time and ensuring better data analysis. The new Tableau integrated platform has revolutionized the way organizations understand their data. It allows data analysis in a secure and meaningful way and can be accessed from the web and mobile devices.
The integration of Salesforce and Tableau promises a robust analytics functionality that can help organizations drive more benefits from rich customer data. The integration allows businesses to get rid of data inconsistency by transforming it into an easily readable format. To leverage the benefits of this magical integration, organizations should consider getting in touch with a reputed Salesforce consulting partner.
Non-profit organizations have to deal with multiple challenges to ensure the smooth functioning of their operations. Considering the limited resources and funds, non-profit organizations find it difficult to sustain themselves. Non-profits require incorporating robust software to help them manage their day-to-day functions, including fundraising, administration, donor relations, marketing, accounting, and more, to maximize their outreach, donor engagement, and productivity.
Industry insiders consider technology fundamental to running a successful non-profit organization. They are selecting solutions that allow for scalability and flexibility when forming internal and external relationships. Today, non-profit organizations with numerous chapters adopt CRM software like Salesforce to achieve operational efficiency by eliminating data silos. Implementing such software will help non-profits consolidate data from multiple sources, thereby creating a single source of truth that would help maximize fundraising effort and improve impact reporting and productivity.
So, as a non-profit entity, if you have made up your mind to implement Salesforce, then make sure you take into consideration the following best practices that will help achieve a streamlined and successful deployment:
Create an Implementation Strategy: Your implementation plan should chalk out the aspects that need to be outsourced and those that can be handled in-house. It is essential to associate with a certified Salesforce consultant who can assess the needs and prioritize what and when to implement, besides building and implementing the solution. For non-profits, a phased roll-out approach can be beneficial, especially when they lack sufficient internal resources. It is also important to engage someone who can easily manage the platform post-implementation. In an ideal situation, you'll have already set up communication accountabilities along with critical leadership post-implementation operations.
Find the Appropriate Partner: It isn't easy for Non-profits to implement Salesforce without the support of a reliable partner who has expertise in setting up and tailoring the CRM as per the specific needs of an NGO. On the other hand, partners find it difficult to do their job without any support from an internal leader. Therefore, it is essential to zero in upon partners who better understand your organization's unique needs and values and carry ample experience.
Provide Early Training: One of the biggest threats to technology adoption stems from a failure to deliver timely and personalized training. It is essential to provide practical training followed by regular updates before introducing a new solution. It's necessary to invest in the ability of your team to use the platform before launching Salesforce so that a knowledge crisis doesn't occur. Therefore, you invest in training seminars, manuals, video sessions, and peer-to-peer sessions. You should also plan for adoption checks regularly and introduce refresher courses that are personalized to various teams.
Display Patience: Since resistance and fear are the byproducts of change management, it's essential to have patience when working towards long-term goals and introducing change. Though Salesforce has the potential to revolutionize the non-profit ecosystem, you can only get desired results if your team members can operate the new system without any hassle. This is where your implementation team and ambassadors can help infuse excitement by remaining patient and focused. It is also essential to provide team members with quick access to centralized support to resolve their queries.
Having a tool like Salesforce will serve as a single source of truth and help create a connected non-profit. Besides this, the robust CRM will drive performance across your most crucial impact areas. However, it is essential to remember that your organization might have to bear the opposite effect if not implemented correctly. So, make sure you create the right implementation strategy and get in touch with one of the best Salesforce implementation partners.