Financial Advisory Blog

Armanino’s Financial Advisory blog is your source for thought leadership around cloud ERP and accounting solutions and integrations. Supported by the Cloud Accounting Institute and numerous experts in cloud, finance, reporting, integration, compliance, and technology, Armanino’s Financial Advisory blog features must-read content on what’s happening in the finance industry, case studies, white papers, and much more.

October 5, 2016

Avoid the 7 Deadly Sins of Your Salesforce Implementation

Posted by Armanino Financial Advisory Team

7 Deadly Sins of Salesforce ImplementationWhether you are thinking about a Salesforce implementation, or you’ve already completed it, you’re on your way to greatness! Unfortunately, the greatness doesn’t come automatically. Like nearly anything worthwhile, Salesforce takes work. It doesn’t succeed on its own. Armanino is a member of the Salesforce Partner Network and has provided integration assistance to many well-recognized companies. We’ve put together a few of the top mistakes organizations commonly make after a Salesforce implementation. If any of these sound familiar, don’t despair – we also share ways to get back on track.

  1.  You’re Letting It Die on the Vine. Keep your Salesforce in top condition, and keep it up to date. Take advantage of all of the upgrades, enhancements, and customizations available to make it a perfect fit for your organization. It’s designed to be customized, so take advantage of that. Host internal training webinars and leverage experts to help train new staff on all of the unique aspects of your company’s setup.
  2. Everything Feels So Complicated.  Don’t over-complicate your system. Nobody likes endless mandatory fields and constant changes. If it’s too complex, your users will be reluctant to log in at all. Keep in mind what your needs are and find a happy in-between avoiding excessive dropdown options, excessive notifications and pop-ups. Keep it simple with consistent, easy-to-use navigation so your team actually uses the system. If the user experience is solid, they’ll love it and will want to be logged in from the beginning of the day through the end, which keeps your data fresh and your reporting up to date.
  3. It’s a Lone Ranger. Integrate Salesforce with your other business solutions. Salesforce is a powerful tool, and even more powerful when its integrated with other business systems, like inventory, marketing and ERP. Link up as many platforms as possible, and you’ll love the results even more.
  4. It’s Your Only Reporting Tool. It’s not, and it shouldn’t be. Salesforce has powerful reporting, but when it’s paired with a powerful ERP or business intelligence solution, your reporting can really explode.
  5. It Feels Like Big Brother. You know the situation, it’s a weekly sales meeting and the sales manager logs on to Salesforce to take a look at the pipeline. But what if the conversation was bigger, about market trends, or historical patterns, and prospect data and news. Then it becomes a strategy discussion to help identify patterns and help close more business. If you enhance the system and user experience, your sales team will find it indispensable.
  6. You’ve Mandated Only One Way to Access the System. Wrong! Enable anytime, anywhere access for users and customers. Remember your road warriors who can’t remember the last time they logged on to a desktop. Make the mobile access nimble and enable email so everything needed is integrated into Salesforce, keeping important data in one place for everyone, no matter where they are.
  7. Your Salesforce is Anti-Social. Encourage chat groups to make communication and collaboration quick and easy. If teams can communicate within the application without the hassle of email, you’ll see your team connecting and sharing best practices more often.

Learn More

Armanino is a member of the Salesforce Partner Network with a reputation for developing innovative solutions for technology, life sciences, professional services, financial services, and SaaS companies. To learn more, and discuss your Salesforce implementation or integration project, click here.

COMMENTS

comments powered by Disqus
« | »