5 Steps For A Successful Salesforce Support Implementation

5 Steps For A

Successful Salesforce

Support

Implementation

It doesn’t matter what approach you adopt while

implementing Salesforce support in your company,

but the most crucial aspects are planning,

commitment and a strong support from the

company’s executive team.

Step 1: Plan & Prepare

Step 1: Plan & Prepare

Step 2: Building a Team vs. Identifying a Partner

Step 1: Plan & Prepare

Step 2: Building a Team vs. Identifying a Partner

Step 3: Define your Vision and Business

Objectives

Step 1: Plan & Prepare

Step 2: Building a Team vs. Identifying a Partner

Step 3: Define your Vision and Business

Objectives

Step 4: Training and support

Step 1: Plan & Prepare

Step 2: Building a Team vs. Identifying a Partner

Step 3: Define your Vision and Business

Objectives

Step 4: Training and support

Step 5: Review

and improve

Step 1: Plan & Prepare

In this step you align the vision, mission and objectives of the

company and the objectives of your CRM strategy with the Salesforce

support strategy. It’s easier to sail through this step by answering a

series of questions such as:

What are your key CRM objectives?

How important is Salesforce support to your organisation?

Is it possible to outsource the support module to someone

having more experience in handling Salesforce.com support?

Whether doing it in-house be more cost-effective than hiring

an SFDC support partner?

Step 2: Building a Team vs. Identifying a

Partner

Salesforce support requires high levels of expertise and thus

having access to a great support team is a crucial aspect in

any Salesforce support strategy.

Alternatively, you can partner with a professional support

provider such as Intelligentia.

In case you opt for an external vendor, you will need to compare

the different options on the basis of their strengths and

capabilities. It’s always a good idea to go for a vendor whose

strength areas complement your business requirements.

Lesser time required to reach the breakeven point

Experience in dealing with successful implementation and

handling

Credentials can be verified by client testimonials and

customer success metrics of the vendor

Scaling up/down as per the needs of the business

Expertise in the product/industry along with a proactive

interest in your business

This is how choosing a partner proves much more beneficial than

setting it up all by yourself:

Step 3: Define your Vision and Business

Objectives

Define your vision and communicating it to the partner.

You have probably already figured out what your business

objectives are and the same need to be communicated

unambiguously to the support vendor.

It will ensure that both the parties are on the same page

regarding what they’re trying to achieve by working together.

Step 4: Training and support

The success or failure of the system depends on the end

users’ adoption.

Proper training along with documented processes should be

provided so that the process of implementation goes

smoothly.

Getting a buy-in from the end-users will also greatly enhance

your chances of success.

Step 5: Review and improve

At every step of the SFDC support implementation cycle, one

should monitor the progress made and take necessary steps

to improve the execution process.

An efficient support provider will help you in identifying the

gaps in the execution cycle as well as give recommendations

in order to make improvements.

The above points ensure that the process

of Salesforce support implementation goes smooth

and is not an unnecessary drain on your resources.

Building an efficient support system and ensuring

its uninterrupted functioning goes a long way in

ensuring business success.

Read more on Salesforce:

1. Salesforce For Forecasting, Productivity And Win Rates

2. 8 Most Underlying Aspects That Differentiate Salesforce From Other CRMs

3. Understanding The Basics Of Salesforce

Thank you for Reading!

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