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How to Navigate a Successful Salesforce Implementation

HOW TO Navigate a Successful Salesforce IMPLEMENTATION 1 Complexity vs. Value Don't be penny wise and pound foolish. Optimize your time and follow the 80/20 rule: focus on the things that will have the biggest impact on the biggest portion of Work From The Bottom Up Having a quick conversation with your CRM users can have a huge impact on your implementation. Involve your users! They're important too. your user base. 3 Customer Experience Have a conversation with the customer and don't forget that they're a user of the CRM too, and their feedback can 4 Process and Technology be invaluable. Define your process before building your solution and leverage outside help. It's important to get opinions 5 from outsiders. Data, Data, Data Use this opportunity to take control of your database - normalize various field types Own Your Data (especially title, industry and address fields,) merge duplicate records and append data to build a more complete Define data ownership, which includes maintenance responsibilities. Focus on pre-data cleanup but also ensure that your data is protected - otherwise it will revert back to the huge mess database. Q? that you spent so much time cleaning up! Lastly, by employing data enhancement tools and strategies, you are ensuring the biggest ROI on CRM and marketing automation technologies. Make sure you're on the right path! RingLead RingLead creates easy-to-use, yet powerful applications that will keep each rocord in your database normalized, unique and complete. Contact us to take the first step toward data quality.

How to Navigate a Successful Salesforce Implementation

shared by RingLead on Jun 18
There are many ways to navigate a Salesforce implementation. Check out this infographic to learn how to do it successfully.




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