Implementing Salesforce in mid-sized companies allows you to achieve better results, expand your reach and optimize communication with potential customers through the use of technology and accurate data.
However, there are challenges to be overcome during this implementation. In this article, we list some obstacles and give tips on how to overcome them, making it easier for your company to migrate to this platform that is so full of features. Check it out!
When your brand implements Salesforce, you have access to a series of tools and technologies for analyzing data and creating reports that make sense for your needs.
You can improve customer service, boost sales, optimize internal communication, make projections based on more accurate reports and customize your marketing campaigns.
Want to see more of this in practice? We have selected some concrete examples of people who have used Salesforce in a positive way, taking advantage of the platform's best features.
First of all, it is essential to understand what your company's needs are when implementing Salesforce.
This will allow you to set realistic goals and measurable targets.
Then, challenges arise. We have listed the main ones below, suggesting how to overcome them during the implementation process.
Many companies begin their migration to Salesforce without adopting clear goals and objectives. This makes it harder to understand which strategies are being adopted well and which ones need adjustments.
It is worth emphasizing: set specific and measurable objectives, always in accordance with the specificities of your company and your market.
It is common to see mid-sized companies implementing Salesforce without investing in adequate training for their teams.
Continuous training programs and workshops are essential to take advantage of all the resources available on the platform.
If you prefer, having a team of professionals specialized in Salesforce, such as the able.digital team, is also a good option.
After all, this way you can have your team focus only on their activities, while we work on optimizing your products and services on this platform.
Without detailed planning and the use of specific migration tools, it becomes more difficult to migrate old data to Salesforce.
It is not an easy task, but you can count on those who understand the subject, since data migration and management with greater expertise increases the chances of achieving the desired results.
When you work with experts, you avoid the risk of having difficulties customizing and integrating Salesforce with other systems.
Here at able.digital, we use APIs and integration tools to facilitate this process, thus preventing this challenge from making you afraid of implementing Salesforce in its entirety.
Finally, it is common to see employees who are afraid and resistant to adopting new technologies, such as Salesforce.
The ideal is to involve your entire team in the implementation process, communicating the benefits clearly and objectively.
If this is the case, it may be necessary to recruit talent with Salesforce experience. At able.talent, we recruit the best professionals in the market, always according to the needs of each business.
At able.digital, you will find professionals specialized in Salesforce, from implementation and migration to customization and configuration, according to your objectives.
Are you interested in working on a complete and customized Salesforce implementation to meet your company's specific needs? Come chat with us!
