Now that you’ve purchased Salesforce, it’s time to fix it for your business. Here’s a quick guide on what to consider, administrator and team.
ENJOY YOUR TEAM.
Who will be your project manager? Manager ? Should we start marketing? If you are doing custom integrations, you may also need IT. Make sure you communicate with your team members as early as possible and set expectations in advance.
PROCESS DOCUMENTATION START.
Take time to reflect on your daily life. Contact each department and ask. Then work together to document these processes. Here’s a great picture from Creately for your reference:
COMMUNICATION PLAN DEVELOPMENT.
Change is big business. Deployments can fall apart quickly without clear communication right from the start of the project. Inform your company that you intend to implement Salesforce. Then create a plan that includes typical meetings, training dates, and a personal schedule. Be sure to continue even after Salesforce starts. It will be available for future releases, updates and projects.
SET REAL GOALS.
Develop an effective and achievable plan. Don’t stress your team by setting deadlines no one can meet. Discuss the plans and goals with each participant and decide how realistic they are. If they can’t find a solution. Do you need more resources? Can you postpone the product release date? Contact the Sikich project manager to help you with this!
KNOW YOUR DATA.
You will hear this often when you start using Salesforce. When you are going to download new data from your old system, be it CRM, spreadsheets, Outlook contacts, make sure it is accurate and error free. Salesforce requires contacts to have a last name. In addition, Pardot requires contacts / prospects to have a name and an email address