7 Steps for a Successful Salesforce Implementation
Preparing for a Salesforce implementation can seem daunting at first, but it can be very manageable — if you take specific key steps in advance. In this report, we’ll spotlight seven fundamental areas where you can plan for your implementation. With these tips, you can systematically explore your organization’s vision, the team that will support your Salesforce solution, data and integrations, timing, licenses, training, and ultimately, sustainability of your system. If you are considering a Salesforce solution, fleshing out your project plan, or just want a better sense of what the big picture might look like, this checklist can help guide you through the planning phases.