salesforce-implementation-guide

Ever wonder what you’re supposed to do once you sign a new Salesforce contract? It can be a bit intimidating to put together an Salesforce implementation plan, especially when you have time-sensitive goals. We can walk you through it with our easy  implementation video and resources list below.

 

Ready to get started? Here are some Salesforce resources we love.

Don’t have time to watch the video? That’s okay! We have the script right here for you:

Is your company considering implementing Salesforce into your sales processes? To make the implementation successful, you’ll have to make sure you get the first few steps down pat.

That’s where I can get you started. My name is Leah and I’m the CRM leader here at SalesQuants and the Salesforce Administrator for Fathom Marketing and Analytics. I know it can be a bit intimidating to put together an implementation plan, especially when you have time-sensitive goals. I’ve been there. Now I’m here to help take you through your first steps with SalesForce, from signing a contract to creating an implementation plan.

Let’s start with pre-signing. You’ll need to verify three pieces of information in this stage:

Your company name

Your company billing address

And your designated Salesforce administrator.

The person you designate as your administrator and primary contact will receive the original email to log into Salesforce, so make sure it’s someone who won’t accidentally delete it, lose it, ignore it… You get the picture.

Now what happens once you sign the contract?

Salesforce will shoot out a quick email to your primary contact – which is your trusty administrator – to log in to your new account. It feels like the excitement of being handed the keys to a new car.

So once you click the link and log in, it’s all yours!

Let’s talk implementation routes. There are three different ways you can choose to launch your Salesforce instance: a Salesforce partner, internal Salesforce administrator, or project manager.

Salesforce partners will usually do some kind of audit where they complete interviews and assess the current situation of your CRM or other related solutions. They’ll look at paperwork, electronic forms, manual work, process flow documents, and step-by-step training to see how they can improve the entire process within your new Salesforce CRM.

If you go the internal Salesforce administrator route, expect them to dedicate their expertise, time, and effort to building a quick and successful CRM program.

The last implementation route option is the delegated project manager. Delegated project managers could be current employees with other initiatives on their plate. Expect them to set a specific amount of hours aside for timeline, priorities, and hourly targets for completion. Usually this is a slower implementation and launch, but it can still be successful as long as this person is well-organized and adheres to deadlines.

Now that you have a sense of what to expect, pre- and post- Salesforce contract signing, you can start to plan your next move.

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Leah Hadgis

About Leah Hadgis

Leah incorporates sales and marketing alignment and process strategy into her CRM and salesforce.com management role at Fathom. With 5+ years of experience in varying industries such as lead generation and consulting, dental manufacturing, and politics/lobbying, Leah thrives in creating streamlined and effective CRM implementations. In addition to being a certified salesforce.com administrator and developer, Leah’s expertise includes sales and marketing process design, workflow creation and documentation, formal presentation of workshops and training, and project management. Leah is also a certified ISO 13485 auditor and is trained in writing and revising Standard Operating Procedures. In her free time, Leah is a competitive powerlifter and is actively involved as an alumna at The University of Akron.