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7 Key Questions to Ask Before Launching A Salesforce Implementation

Congratulations! After months of research and planning, your company is finally launching its Salesforce implementation. You’ve chosen a partner who will help you take this big step – and you can’t wait to reap the revenue-filled rewards. But before you hit the ground running, let’s determine if you’re really ready to begin the process. As our Salesforce consultants discover all too often, companies forget to ask and answer key preparatory questions, revolving around communication, timing, and resources. So, don’t be too hasty when giving the project the green light. Hold your horses for a moment and ensure that you have clear answers to the seven questions that set you up for a successful process. You’ll thank us when your implementation runs as smoothly as an engine!

 

1. Who is your designated Project Manager?

An enthusiastic, motivated, and experienced PM is not a position that would be nice to have – it’s an absolute must for any successful implementation. Your chosen employee should not only have a solid grasp on your business’ operations, but should also be able to effectively communicate your requirements to the implementation partner. What’s more, explaining the impending changes – and why they are taking place – to your internal team is a crucial part of the PM’s role, as is spurring your employees’ support and enthusiasm.

 

2. Which other employees should participate?

When Salesforce consultants launch projects, they generally meet with leading users to determine their concerns, requirements, and how they intend to use the platform. Consider who – along with the PM – needs to be involved in the implementation process, and be sure to inform and prepare them as early as possible.

 

3. Do you have a clear timeline?

Having a timeline – and sticking to it as closely as you can – is essential to any project’s success. In the case of a Salesforce implementation, setting realistic start, switch, and go-live dates is a step that cannot be overlooked!  

 

4. Are any other organisational changes taking place right now?

If your company is going through another large-scale transformation, trust us: you may want to postpone the start date of your implementation. It’s advisable to launch the process when your organisation is relatively stable, as this maximises the chance that your CRM will accurately reflect and support the business processes that are in place.

 

5. Do any leading users have major holidays planned?

Don’t be caught by surprise! Ensure that you’re aware of when employees who play a vital part in the process are on holiday. This will allow you to schedule key events at the right times, and be proactive about re-assigning responsibilities when necessary.

 

6. Have you double and triple checked your Scope and Statement of Work?

 If you think that this sounds like an optional step, think again. Having a clear outline, as well as thought-out project criteria and goals, are key indicators of success. Before you send the documents to your implementation partner, read through both the Scope and Statement of Work to ensure that everything is well-defined and up-to-date.

 

7. How will you manage the platform post-implementation?

Or rather, who will oversee the workings of the platform? Your implementation may be done, but the real work is just beginning: from responding to employees’ queries to overseeing the system’s performance, you’ll find that your company’s transformation is an ongoing process. Outsourcing work to Salesforce consultants is a viable way of receiving support, as is employing an in-house system administrator. Be sure to discuss your options with your internal team and implementation partner well before you begin the project – after all, you certainly won’t want to be scrambling for help after the platform is in place!

 

Once you’ve thoroughly answered all of the above questions, you can rest assured that you’re launching your implementation on the right foot. And if you’re wondering whether our experienced team of Salesforce consultants can be of assistance, wonder no more: we’re here to help make the process as painless, efficient, and successful as possible. To find out more about our wide range of Salesforce solutions, don’t hesitate to contact us. Let’s get going!