When implemented correctly, Salesforce can help your sales and marketing teams work together as an unstoppable revenue-creating machine. But without properly implementing Salesforce, you may find yourself questioning the validity of your Salesforce investment. That’s why it’s so important to get implementation right. Our latest eBook, 20 Great Salesforce Guides for Sales and Marketing, reveals some of the world’s best guides on implementing and customizing Salesforce. We also asked some of the world’s leading experts in Salesforce an important question: “What’s the single-most common mistake Sales and/or marketing teams make when adopting Salesforce?”
Here are three quotes from leading experts on Salesforce that reveal some of the biggest implementation fails that they’ve seen companies make:
“One of the biggest mistakes I see companies make is assuming that Salesforce can create harmony between sales and marketing right out of the box. To be truly successful, you need to do two things. First, invest in change enablement and training – the insights sales and marketing can capture from the proper use of Salesforce can be earth-shattering. Second, ensure that the Salesforce platform is personalized to meet your organization’s individual needs.”
Director of Online Marketing, Appirio
“One of the biggest things sales teams can do to use Salesforce more effectively is to align goals of management with the goals of sales reps. Salesforce is sometimes implemented for promise of visibility to management, but fails to make the sales reps’ lives easier. By first understanding the workflow of sales reps and making major efficiency gains it becomes easier to achieve the level of visibility desired by sales management.”
Senior Consultant, GearsCRM
“Salesforce is an extensible platform, but when designing the solution architecture of Salesforce, it’s better to solve for 85% of the business scenarios that occur every day or every month rather than configuring Salesforce to accommodate the random one-off occasions which just muddy the waters of a solid business process. Concentrating on standard processes that can be defined, automated and measured will provide efficiencies and time-savings.”
Principal Consultant, Endiem
For more great Salesforce implementation secrets from top experts, be sure to download our free eBook.
Jesse WestDirector of Lifecycle MarketingRevenue.io
Jesse Davis West is Director of Lifecycle Marketing at Revenue.io, focusing on improving the experience and maximizing the lifetime value for customers across their entire journey. Drawing on 11 years of B2B marketing experience, Jesse is passionate about communication, branding and strategic marketing. He also plays a mean lead guitar and can throw down at karaoke.