• Mani Anand

5 Tips For a Successful Salesforce Implementation



The Salesforce Customer 360 platform places the customer at the center of everything you do, allowing you to communicate with them more intelligently. However, great execution is the key to success. When it comes to technology, implementation is crucial.


“By failing to prepare, you are preparing to fail”. Benjamin Franklin

Here are 5 simple tips to help you get the best out of Salesforce customer 360.


1. Document the implementation plan

  • Build a vision for how Salesforce will be applied.

  • Determine who will be in charge of the implementation and what their roles will be.

  • Tell them how the Salesforce is going to influence the business and its customers in the appropriate tone.

2. Design an adoption strategy


Consider the core business roles and what you want to accomplish with customer 360. It's also vital to assess how prepared the business is for implementation. As a result,

  • Identify the user persona

  • Document the KPIs

  • Identify training needs

3. Communicate with your team


“The single big problem in communication is the illusion that it has taken place”. Geroge Bernard Shaw


4. Align features and benefits by team


All of your team members will benefit from the features provided by the Salesforce partners. To improve the way they market, support, produce analytics insights and use the AI embedded in the product.


a. Personalize communication for each persona.


b. Design customized team training for their unique needs.


5. Monitor and measure


“It is dangerous to assume either that what has been decided will be achieved or that what happens is what is intended”. Loasby


Check to see if the platform is assisting you in achieving your business objectives. As a result, make sure you continue to evolve and calculate your KPIs, tweaking as required.


Customize the platform for evolving needs


During our seasonal launches, all Salesforce items can be personalized to meet your particular business needs, enabling you to continue to innovate on the Salesforce platform as your business priorities and climate shift.


You should expand to platforms that fit with your business interests and consumers as your business needs change. Use our partners' existing apps or quickly expand the platform with your own developers.


Follow this methodical strategy to get the best out of Salesforce. You will have all of your consumer data on a single platform with Salesforce. This is advantageous to;

  • Boost employee productivity.

  • Personalize customer interactions.

  • Improve customer satisfaction and delight.

  • Grow revenue.

With Salesforce customer 360 all this is only a click away.


Look no further, and let Apphienz be your partner. We are offering QuickStart packages to get your Salesforce up and running in one week. Our QuickStart packages include Marketing Cloud QuickStart, Nonprofit QuickStart, Pardot QuickStart, and Sales Cloud QuickStart.


Write to us at info@apphienz.com in case of any further queries and visit our website for more information. We are here to help you with all your business concerns.