Match Your Deployment Strategy to Your
Business Needs - Do you want Salesforce deployed with your existing CEM, or do
you want to redesign from the first step using Salesforce? The latter is a
complex strategy but also the most beneficial, but it must relate directly to
your own needs. techgeeksblogger
2. Sequence of implementation steps
Once you have established a deployment
strategy, there are 2 main preparation options:
• Concurrent Deployment: Automate
multiple clouds at once, for example, sales, marketing, and customer service to
improve customer engagement and increase retention. Customer service is faster
and more efficient because Salesforce provides omnichannel services through the
cloud, providing information to all departments. The need to implement this
carefully requires the use of an experienced Salesforce vendor, as this can
lead to increased risk of multi-process failures or technology issues.
• Individual cloud deployment: a
strategy with lower risk but which can pose integration problems; a risk
mitigated by an experienced Salesforce developer.
3. Planning for implementation
This step generally includes the
following phases:
• Consulting - Analyze your business
needs and determine how Salesforce features will meet them, including choosing
a strategy and licensing option.
• Data transfer: data is moved from
existing CRM or other systems. Data quality methods are used to ensure that the
transfer is accurate and complete.
• Development - New solutions are
customized in Salesforce simultaneously or sequentially based on your
implementation plan.
• Testing - QA engineers make sure the
system is faultless and meets your requirements.
• Implementation - In the User
Acceptance Testing (UAP) environment, users are familiar with Salesforce and
once they confirm that it is working well, it is fully implemented.
• User training - Users learn how the
workforce can support their daily work and increase productivity.
• Post-launch support - Used up to 3
months to troubleshoot bugs, issues and support users.
4. Time and budget planning
The objectives and the implementation
schedule are established and the scope of the project is agreed. It's easier to
finalize a budget at this point. Costs may vary depending on several factors,
including:
• How many products do you need and the
product edition?
• The number of users, including the
cost of licenses.
• Advice: more difficult to predict if
independent consultants are used.
• Data migration: very technical and
time consuming, which is reflected in the cost.
• Personalization: Using
point-and-click settings is less expensive than developing custom workflows.
• Integration - Depends on integration
tools and user interface requirements.
• Training: depends on the type and
number of users.
• Post-launch support cost: highly
dependent on needs, but reducing here can affect return on investment.
5. Implementation risks
The main implementation risks to be
taken into account are:
• Avoid functions that are irrelevant
• Increases user comfort
• Avoid long implementation and slow
return on investment
6. Ensure user adoption
Early adoption rates increase with
better support and training. The availability of support and rewards for early
adopters will contribute to adoption rates with the resulting ROI benefits.
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