No matter how big your business is and how complicated your structure is, there are always many challenges in the way of implementing a new system or solution. From internal communication and interaction to relationships with existing and potential clients. If you think your processes are not running effectively, it is worth asking two questions:

1. Does your CRM system meet the requirements of your business?
2. Is it a good time to customize your Salesforce CRM?

Within the following paragraphs, we’ll tell you when your system needs to undergo Salesforce customization process.

If you need a sales solution, you will hardly get everything including generation of leads, the automation of mail delivery, or the integration of expert systems. Instead, you’ll get many other features that are not relevant to your organization. Your additional needs will cost you a lot of time and effort, so we suggest starting with a customized solution and benefiting from your increased productivity with minimal expenses.

Some steps are done in external systems. If you see that your sales, customer service or marketing users do not work 100% within Salesforce, it is a signal to start customization. Jumping from one system to another can spoil processes and lead to a lack of communication within a team or with a client or even result in the loss of essential data. In general, it’s always a waste of time, so try to integrate your system with all the necessary external systems and add some solutions that you use to manage outside the system, be it mail, a call center or specific procedures, nothing it is impossible.

More expenses than benefits. You should thoroughly review your pricing policy for Salesforce. See if the price per user matches your needs. In many cases, it is more reasonable to divide the use between different groups: for example, if your sales representatives need access to your CRM every day, while other departments use it from time to time, you will need custom access restrictions.

You do not have applications. Salesforce CRM is a unique platform where you can create or install applications for each of your departments separately, so why not use this great opportunity? Look at Appexchange, analyze existing applications or propose your customized solution and let us implement it!

You are still using the desktop version. How conservative you are! Or is it that your users even do not know that you can get mobile access for free? You can manage your offers, customers, and interactions at any time. What’s more, you can customize everything, since Salesforce Mobile and Lightning solutions are evolving.

So if you plan to integrate Salesforce CRM into your business or want to increase your productivity by changing the existing solution, the first step is to connect.

If you decide to hire a Salesforce consulting company, remember this.

#1. Establish the requirements of the CRM SF project in a clear and concise manner

It is essential that from the beginning of the evaluation and later in the implementation you know the scope of the project and the objectives that are pursued with this process. Make sure that the company you’re working with is in sync with you.

#2. Define the relationship you want to take with the Salesforce CRM consulting firm

The roles of each person within the project must be clearly defined. When you work on an implementation project, it is essential that the consultant can have a place and position in your company. It is vital that your team knows about it and supports it with the information it requires.

#3. Build your internal Salesforce deployment team

One of the most critical factors for the project is the people involved. So it is essential that you seek to integrate a group with your most qualified staff, according to the competencies that are needed both in computer science areas and in the operational areas, in this case, sales, service, etc. If there is teamwork between your company and the CRM provider, it will be easier to reach the proposed goal.

#4. Design an implementation plan in conjunction with the Salesforce consultant based on best practices

Carrying out the implementation process according to a proven methodology and best practices is a step of great importance to increase the chances of it being a success. Try to document each step of the process, define the responsibilities of each team member and the consultant. This will allow you a better follow-up and avoid having to waste extra time and effort.