Seven Tips for a Successful
Salesforce Implementation

AllCloud Blog:
Cloud Insights and Innovation

During periods of economic uncertainty, the structure of the business market and the needs of companies are constantly changing. Today’s customers expect much more, and demand a fast response to those dynamic changes.

Organizations that take challenging times as an opportunity, and who maximize their capabilities and optimize their operations using advanced data-driven management systems like Salesforce, will be the ones to come out the other side intact and even thriving.

At AllCloud, we are thrilled to have been named by Salesforce as the Implementation Excellence Partner in Israel for 2022. To date,we’ve carried out over 4,500 successful Salesforce implementations, and received a customer satisfaction score of 4.9 (out of maximum 5), based on surveys conducted by Salesforce.

So we are well positioned to share with you our top tips for successful Salesforce implementations. Here goes!

1. Connect all parts to build a stable infrastructure of marketing, service and sales.
By integrating these parts, the organization is positioned to identify opportunities immediately, respond quickly and agilely, implement real-time updates to events, make informed decisions based on cross-organizational data, and act on them efficiently and cost-effectively.

2. Create an optimal customer experience based on a holistic 360-degree view of the organization.
Explore the environment in which the business operates, its competitors, partners and customer base. Refer back continually to the business goals, KPIs, and growth forecasts, both of the organization and its customers.

3. Define measurable business KPIs (key performance indicators).
These should be determined in collaboration with the client, and they must go beyond the simple items, budget and timeline of the project. Strong KPIs are those that measure the business impact of the project, rather than just the day-to-day implementation tasks.

4. Follow best practices.
Implementing an existing Salesforce solution package or pre-defined industry template is a quick and easy way for an organization to realize its business goals with great success. Not only is the implementation process faster and simpler, it enables significant savings of costs and resources.

5. Use automation, integration, and analytics tools extensively.
Data & CRM tools, such as Tableau, provide an additional layer in the optimal build of the organizational and operational infrastructure. It enables all the tools used by the organization to be connected correctly, efficiently and in a cost-effective manner.

6. Plan for the day after launch.
Work methodically and continuously to ensure optimal use of the system, supporting the ability to scale while efficiently managing ongoing requirements. This helps enable entry and growth into new areas relevant to the organization and its Salesforce environment.

7. Stay up to date with new tech developments.
Leverage the latest technologies and methodologies and get familiar with trends as they unfold. This is the path to ongoing performance improvement. At AllCloud, our experts hold more than 550 Salesforce certifications, a testimony to the broad-ranging knowledge and proven professional capabilities of the entire team.

Salesforce is much more than a customer management system
It is a rich and broad platform with multiple capabilities to manage and leverage all sales, marketing and customer data in an organization’s systems. Successful implementation enables organizations to operate optimally and efficiently despite a challenging economic situation. Most importantly, Salesforce ensures organizations can continue to develop their core competencies while maintaining a competitive advantage and supporting growth. Organizations that harness the power of Salesforce, properly, set themselves up for ongoing success.

AllCloud experts have the skills and, perhaps more importantly, the experience, to implement, streamline, and support your success.

Want to get started on your journey to a simplified & flexible Salesforce Implementation? Get in Touch with us.



Yossi Shasha

Read more posts by Yossi Shasha