The complete Salesforce Implementation checklist

Salesforce is a powerful tool that helps growing companies centralise core functions and manage customer relationships more efficiently. With a range of software options equipped for nearly any task and over 150,000 commercial users, it’s no wonder why Salesforce is the leading CRM provider of choice. If you’re thinking about using part of (or the entire) software suite, stay focused with a Salesforce implementation checklist. 

Although you can use Salesforce right out of the box, the best results are reserved for those who know how to maximise the CRM’s potential. That’s why we’ve provided a detailed rundown of steps to help you launch Salesforce in your workplace with maximum return on investment. 

Whether you’re simply getting started with Sales Cloud or a combination of tools for a full digital transformation, learn everything you need to know about getting started using our comprehensive Salesforce checklist below. In this article, we’ll cover:

  • Setting objectives
  • Choosing the right software to match
  • Identifying risks
  • Establishing a timeline
  • Measuring progress accurately
  • Cleansing your data
  • Onboarding staff
  • Using customer feedback

Click here to read the guide in full!

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