5 Mistakes to Avoid when Implementing Sales Cloud

February 20, 2019
May 22, 2020

Avoid these mistakes to get the maximum ROI when implementing the #1 solution on the market, Sales Cloud by Salesforce.

Don’t throw a shot in the dark! Avoid these mistakes to ensure your company grows!

1. Thinking you can do it alone

Sales Cloud is anything but a basic CRM. To make this program useful for your company you need to know the ins and outs of how it works. Only expert developers and administrators can adequately implement Salesforce solutions to fit a company’s specific needs. You want your investment to go as far as possible and enhance your company.

Check out our case study with productboard, a fast scaling SaaS company, who we implemented Sales Cloud for.

2. Lack of Focus and Vision

It is critical for your company to have a clear strategic roadmap and post implementation plan when integrating Sales Cloud into your company’s system.

At Enehano Solutions, we guide you with our 4 step process of implementation:

By having this strategic planning process for pre and post implementation of Salesforce, your company will be able to maximize your ROI out of this solution.

3. Lack of data clean up

Possibly the most critical mistake users make is inaccurate or unorganized data. This mistake can cost a company time, money, and lost opportunities.

How to clean up your data:

Read this article to learn more about data clean up!

4. Thinking you won’t need customizations

One of the reasons Sales Cloud is the #1 CRM on the market is because it is highly customizable to your specific company’s needs. Every company has different operations that benefits the specific way it operates. If you don’t take advantage of these customizations you are missing out on critical operations that could benefit your company.

Skilled developers will be able to customize Salesforce to tailor to your company’s size, processes, and operations of your business.

5. Not understanding mobile options

Mobile applications are a great resource for your company to tap into! In today’s increasingly mobilized world, people spend as much time, if not more time, in front of our phones as we do on our computers.

By not utilizing the Salesforce mobile app, your company is losing out on a valuable resource for information on the go.

The app is:

So take advantage of these mobile capabilities and download Salesforce mobile app!

Avoid these 5 mistakes and you’ll be using #1 CRM in the market like a pro! Do you want to get max ROI from Sales Cloud?

Connect with Enehano and shoot Zuzana an email!

Published by Danielle Nelson: Marketing Strategy and Content Creator at Enehano Solutions.

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