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Salesforce Implementation: The Ultimate Guide

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Salesforce Implementation

Marc Benioff, the CEO of Salesforce himself says that there are more than 150,000 instances of Salesforce, and not a single one is the same.

This makes the process of Salesforce implementation very important. It is always advisable to be calculative, precise, and analytical in getting Salesforce implemented within your organization.

It is impossible to avail of every single feature and tool provided by the CRM platform. You need to find the best and the most suitable mix of tools that are in sync with your organization and go ahead with the right implementation partners. 

In this compact Salesforce implementation guide, we will discuss three important aspects that you should consider for Salesforce implementation – Salesforce implementation pricing, Salesforce implementation partners, and preparing for Salesforce implementation.

Salesforce Implementation Pricing 

As mentioned earlier, Salesforce comes with a variety of specific tools and features. The price you are willing to pay for Salesforce implementation depends on the amount of automation and customization you want to carry out your business processes. 

Your Salesforce implementation cost largely depends on who you want to hire to handle Salesforce (a freelancer or a full-time consultant), the Salesforce edition and offerings you are willing to subscribe to, and various support and maintenance costs before and after the implementation. 

Based on the scale of your organization, you can choose from the four major Salesforce editions to implement within your organization:

  • Salesforce Essentials ($25/user/month)
  • Salesforce Professional ($75/user/month)
  • Salesforce Enterprise ($150/user/month)
  • Salesforce Unlimited ($300/user/month)

Salesforce Implementation Partners

It is never advisable to go ahead with Salesforce implementation all by yourself. You will need implementation partners that would help you get the platform up and running in the best way possible.

A Salesforce consulting partner will help you throughout the implementation process and will act as a bouncing board for ideas and queries even after you are done with Salesforce implementation. 

It is advisable to go through the following three stages to start working with Salesforce implementation partners:

Search for the consulting partners

Scout the markets for the most reliable Salesforce consulting partners. Make use of good references, especially if you are already working with a Salesforce Account Executive.

Look for the Salesforce consulting companies that you have heard of and the ones that are recommended by trusted sources. Gather a comprehensive list of all the prospects. 

Narrow Down Your Choices

Once you have the list of all the prospective Salesforce consulting partners, undertake thorough research regarding each of the alternatives and narrow down your list based on the experience the prospects have, the reputation of the company, work history, and reviews. 

This will leave you with the best few options you need to choose from. 

Approaching The Prospects

Finally, approach each of the final prospects and conduct interviews with them to understand where they are coming from and what their approach is. Ultimately, choose the consulting partner that best suits your business requirements. 

Preparing For Salesforce Implementation

Once you have your consulting partner on board, you can go ahead with the ultimate preparations for Salesforce implementation. Here are the major activities you should undertake to prepare for the implementation:

  • Defining your business goals and KPIs
  • Building your team and delegating authority 
  • Setting suitable communication standards
  • Charting out an effective user adoption plan to ensure that all of your team members can switch to Salesforce seamlessly

Salesforce implementation is a highly essential process and has a huge impact on all the business processes you carry out thereafter. Never hurry and always ensure that every step you take is in the best interest of your organization.