Blog CRM Salesforce

Thinking CRM? Don’t Skip These Salesforce Implementation Services Questions

Selecting a CRM system for your business can feel a lot like picking out the right pair of shoes – there are a multitude of options available, but the need is to identify the right one that fits perfectly. Businesses often get caught up in the temptation of functionalities, pricing, and the implementation speed. It’s key to step back and look inward at your own business and ask if your organization is ready to embrace this transformation. 

Let’s face it, CRM isn’t on every business’ radar and not all of them are primed for it. Yes, a top-rated CRM is capable of revolutionizing any business and its operational workflows. But there are organizations that aren’t ready for it. It’s all about alignment instead of a flaw. 

This brings us to the three critical questions businesses need to ask to evaluate their readiness to make the most out of Salesforce implementation services.

Do You Have the Right Crew to Power Up Your Salesforce Implementation Services?

So, you have decided that Salesforce is the way forward for your organization. Awesome choice! But before you get started, let’s discuss resources first. 

Consider Salesforce as a fancy and top-of-the-line sports car – i.e. sleek, fast, and all set to take you places. But what if you don’t have the fuel, unfortunately it will sit in your garage. Similarly, CRM is a long-term investment that runs on fuel – time, money, and resources. 

Do you have the right resources to make it successful? It goes without saying that your CRM implementation will need a bunch of these folks – consultants, developers, and integrators – who know the Salesforce technology inside and out, and have past experience with it. Surely, top-rated Salesforce consulting businesses can play a pivotal role with their end-to-end implementation services, but your team also needs to learn the ropes and ensure that they get comfortable with this new CRM platform. It means identifying the stakeholders, assigning roles, and organizing training sessions. 

The absence of the right crew can’t guarantee the success of world’s #1 CRM platform like Salesforce. So, ensure your team is fueled up and all ready to charge before you decide to rev that engine. 

Are You Able to Measure the ROI with Salesforce Implementation Services?

Let’s understand this better with an example. Consider Salesforce CRM as your new gym membership. You are all done with the payment, but how do you find out if it’s worth the investment? Are you reaching your goals of becoming healthier, stronger, quicker?  Even with Salesforce CRM, you require clear metrics to measure its impact and success. 

Salesforce CRM should enable your business to either cut costs or boost sales – that should be the goal right? Take a hard look at your existing sales process. Are the potential deals falling through the cracks due to the missed follow-ups? Is your sales dwindling? Now, take the operational expenses into account. Will Salesforce be able to streamline processes, increase the response times, and drive overall efficiency? 

Before diving in, establishing the clear metrics will help measure profitability. Ensure that these metrics are tracked across the implementation stages (most importantly during and after implementation) to make it clear if your Salesforce CRM is on the right path to deliver the expected value. If the benefits can’t be measured or fail to live up to expectations, it signals your investment needs to be thought through.  Collaborating with top Salesforce consulting companies can come in handy in setting these metrics effectively.

Are You Committed to Using the Salesforce Implementation Services?

This is a million dollar question – are you resolute to leveraging Salesforce implementation services to make this work? Implementing Salesforce CRM is a lot like cooking a gourmet meal. It requires commitment, precision, and efforts to follow new recipes. Salesforce CRM brings desired results when you feed accurate and consistent data into it. If your team fails to maintain the data standards, Salesforce CRM won’t be effective. Robustness of Salesforce depends on its users and stakeholders. This is where establishing internal controls, clear rules and processes become paramount. Saying goodbye to the old habits becomes critical – no more taking notes on sticky notes or leveraging the random spreadsheets. The focus should be about completely embracing the new platform. 

Every business leader needs to be resolute in their commitment. After you take the Salesforce route, ideally there should be no looking back. Follow a positive approach, address issues, execute tweaks, but stay committed to ensure that it works. In such  circumstances, collaborating with top Salesforce consulting companies can offer the support required to be on track. 

Selecting the right partner for your Salesforce implementation is similar to identifying the perfect running buddy. Yes, you read that right. Apart from maintaining pace with their goals, they are also expected to push you towards success. Here’s why Forsys should be your choice: 

Experience & Expertise

As a top-rated Salesforce consulting business, we have a robust team of seasoned and certified Salesforce pros with expertise and experience of delivering solutions across industries.

Customized & Agile Solutions

We believe custom solutions are the only way forward and which is why we spend time to understand your business requirements and designing a custom solution that meets your unique requirements.

End-to-End Servicing Spectrum

We are driven by the motto to cover all bases - starting from strategy to the finish line. Our comprehensive set of services drive a seamless Salesforce experience for our customers, guiding them through every step of the way.

ROI-Focussed

Salesforce investment should be focussed on performance. Our team defines clear metrics and successful progress tracking to ensure businesses get the desired results.

Customer Success Driven

Not just a buzzword but rather it's our mantra. We deliver long-term partnerships, offering ongoing and managed services even after implementation is completed.

Our Customer Success Stories

thumbnail image_70% Improvement in Sales Processes for a Leading Tech Business
60% Boost in Sales Operations for a Global Manufacturer with Custom Salesforce Sales Cloud Solution
Thumbnail-5
70% Improvement in Sales Processes for a Leading Tech Business with Workflow Automation Using Salesforce Sales Cloud Solution
thumbnail image (20)
Improvement in Sales Visibility for a Top Manufacturer with Forsys’ Custom Solution Built on Salesforce CRM

Conclusion

The current business landscape comprises a wide variety of CRM platforms, and Salesforce stands at the top with the in-built capability of boosting your organization’s performance and value if implemented correctly. One-size-fits-all solution isn’t the right approach for any CRM platform and Salesforce CRM is no different. The ultimate goal should be to select the best fit platform for your organization and ensure its success by identifying the right resources, deciding the clear ROI metrics, and staying committed.

Businesses that fail with Salesforce CRM usually fail to ask the relevant questions upfront. Leverage these insights and engage with top Salesforce consulting companies such as Forsys to ensure the success of your CRM journey.

Talk to us and discover how we can help your business thrive with Salesforce CRM expertise.

Leave a Reply

Your email address will not be published. Required fields are marked *