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08-10-2018, 11:07 AM #1
- Join Date
- May 2017
- Posts
- 123
How to Get The Most From Your Salesforce Implementation
Are you considering a new Salesforce implementation? Or maybe you just implemented Salesforce. Great! But before you continue with business as usual, there are a few things you should consider. Salesforce, like most major investments, takes a little bit of love, practice and know how to get the most out of. From a high-performance car to planting your own garden, how much you put into your investments dramatically influences what you get out of them. Whether your Salesforce Org is brand new, or a couple of years old, it’s never too late to adopt better practices and improve your business.
So in that vein, we have put together a short but powerful list of tips, based on research, discussion with Salesforce, and our own personal experience, on how to get the most out of your Salesforce implementation. The tips fall under two categories: things to do before your implementation, and things to do following a Salesforce implementation.
Here's the overview:
- Do a Comprehensive Business Process Review
- Get Advice from Certified Salesforce Expert
- Review Your Data
- Designate an IT project manager
- Train, Train, and Train Again
- Automate All the Things
- Download Apps from the Appexchange
Click here to read the full blog post!
The CloudMyBiz Team
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