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5 Incredible Salesforce Implementation Planning Guides

3 min readJanuary 30, 2015

I’ve found that no two inside sales teams are exactly alike. Each sales teams follows divergent sales processes, use different tools and care about different metrics. But one of the reasons that Salesforce is the world’s leading CRM is because it was designed to be customized to meet different sales teams’ needs. Not only does the CRM platform offer a wealth of customization options, but it also gives users access to a massive ecosystem of third-party apps in AppExchange. As a result, figuring out how to best roll out Salesforce to support your sales organization can be as difficult as ordering at a diner with a 10-page menu (I usually just go for the patty melt).

Whether you’re planning your  Salesforce rollout, looking to ensure data security or seeking to expand the scope of your CRM investment to better support sales, you’re sure to find some actionable insights in these five expert guides.

Expert Guide to Salesforce Integration: 22 Salesforce Experts Share the Biggest Mistakes Companies Make During a Salesforce Integration

Value: Benefit from top experts’ Salesforce implementation experience.

In this eBook from Docurated, a panel of 22 Salesforce experts share some of the biggest mistakes they’ve seen companies make during implementation. The result is that you can learn some crucial “dos” and “don’ts” that can help you implement Salesforce to expertly support your sales team.

Your Complete CRM Handbook

Value: A valuable resource for companies considering a Salesforce implementation.

Are you considering implementing a CRM or switching to Salesforce? This eBook from Salesforce gives newcomers valuable information about how customer relationship management platforms can help accelerate sales ROI. You’ll get helpful advice on:

  • Signs your business needs a CRM
  • How CRM can improve sales and productivity
  • Building your CRM strategy
  • How to maximize your ROI

Salesforce Implementation Mistakes and How to Avoid Them

Value: Effectively plan your Salesforce rollout with these actionable tips.

Whether you are implementing Salesforce for the first time or you are looking to optimize your existing instance, the tips in this eBook from RingLead will help. In this eBook, you’ll learn:

  • How to incorporate teams and customers in your implementation process
  • How to plan your Salesforce rollout
  • The importance of feedback
  • How to avoid cutting costs

Best Practices: Pardot & Salesforce Campaign ROI

Value: Learn to set up campaign ROI reporting in Salesforce.

This article from Pardot explains how to use Pardot and Salesforce together to measure and optimize campaign ROI. It’s vital to be able to identify which marketing campaigns have influenced an opportunity. This guide shows marketers how to set up Salesforce reports. The guide includes how to attribute primary campaign sources in opportunities as well as how run an ROI report in Salesforce.

Definitive Guide to Salesforce Security

Value: This primer covers almost everything you need to know about Salesforce security.

Bluewolf released a definitive guide to Salesforce security as a multi-part blog post. While Salesforce is becoming the global leader in cloud technology, there can be a variety security concerns prior to implementation.This series of blog post breaks down cloud security into terms that anyone can understand. The blog post outlines all of the security components available in Salesforce.com & Force.com, including definitions and proposed use. Check below to get the additional guides.

Part 2

Part 3

Part 4

Want 15 more great Salesforce guides that can help you leverage Salesforce like a boss? Get it here.