How to Adopt and Integrate Salesforce Quickly and Easily

Before adopting and integrating Salesforce, it is critical to go through a testing process. Each Salesforce specialist should test their areas of expertise to carry out the proper administration and development. This way, a team can identify potential errors, flaws, and areas of improvement before deployment. A testing process can also ensure that feature updates will not crash or compromise other sectors of the program, ensuring a smooth and efficient integration.

To successfully adopt and integrate Salesforce, there are two phases of testing that must be conducted. Understanding the method and results of the testing is one of the top ways to deploy a successful integration of Salesforce.

The Two Phases of Testing for Salesforce

Salesforce testing goes through two phases:

  1. Functional Testing
  2. User Acceptance Testing (UAT)

Remember, the goal of Salesforce Functional Testing and UAT is to ensure your new development works correctly in any business case.

Salesforce Functional Testing

After post-development, comes the first phase of software testing – functional testing. During this phase, the tester ensures all developments work with the existing organization. Each new feature is reviewed in depth so that the new functionality works from start to finish. 

There is also continuous monitoring for bugs. The tester checks for negative impacts on the organization. Functional testing helps to ensure your new app runs as smoothly as planned and keeps your existing architecture and security model at the same time.

Salesforce UAT

After functional testing is complete, the next phase is UAT. During this phase, a tester will use the new functionality throughout different processes in a real-world business situation. This process will verify that the user will only see the elements they need to.

The test will run a sample of end-users through the new build to protect the confidentiality of their work and ensure the performance of all relevant tasks. It will also verify that no design elements have been overseen. Requirements that were not clear in the initial design phase will be clarified through UAT.

The Top Ways to Deploy a Successful Integration of Salesforce

The Salesforce integration process can be daunting. However, it doesn’t have to be with the right tools and knowledge before starting the process. Below are six ways to make your Salesforce implementation a quick and easy success:

1) Plan For Integration

Planning is crucial for successful project completion, especially when integrating Salesforce at your company. To ensure this, you should:

  1. Define specific objectives and outcomes of the integration. For example, ask why you are switching to Salesforce and how will your pipeline management improve?
  2. Hire an experienced Executive who understands why implementing Salesforce is essential. Ensure they have the authority to redirect resources when necessary to complete implementation.
  3. Define all the required implementation tasks and estimate how long it will take.

Once you have completed your planning, what exactly needs to be done to achieve your objectives? 

2) Educate Your Team

After clearly defining your objectives, it’s time to plan how you will achieve them.

The first thing to do is to get your whole sales team onboard. Share your vision and goals with every team member. Explain to them how this integration will provide a more efficient sales process and a better-managed pipeline. Be sure to explain how things will be different, but at the same time, highlight all the benefits of using Salesforce. Examples to mention include better communication with customers and knowing the status of leads.

Once your team understands the benefits of Salesforce, you can then assign the implementation task. Each person should be well aware of their responsibilities for their assigned tasks. It’s a good idea to carry out weekly stakeholder meetings to address any issues or concerns before moving forward. Try always to have an agenda written up before each meeting, so everyone clearly understands the goals and how to fix any issues. 

The most significant factor for implementing Salesforce is dedicating time for training. Your sales team must be equipped with the right tools and knowledge of how your company will utilize Salesforce. Some examples of training include workshops, online guides and courses. Ensure that every team member has a chance to experiment with the program. This will allow them to think of any questions or concerns they may have.

3) Prepare All Data

It’s essential to take an inventory before moving around any data. For example, are all your contacts up to date and entered correctly? It will take time to sort through all data, but it’s worth it to determine what data will be transferred to Salesforce. 

Once that is done, you can customize the Salesforce process to align with your preferred sales process. It’s good to mention that too many custom fields could slow down your sales team, so be wise when choosing the configurations you need.

4) Transfer All Data

Now that you have made it this far, it’s time to make the switch from your existing platform to Salesforce. Adding a small number of contacts to test the import is an excellent place to start. You can then find out if fields have been aligned. This testing stage helps to identify errors and fix them with ease.

Next, you should evaluate your settings, such as fixing any customization or configuration issues. Have trusted stakeholders give feedback and spot any issues on the contacts that were entered. At this point, newly generated contacts should be entered into Salesforce. All remaining data should be entered into Salesforce. To avoid a data gap, everyone should be aware of the import date and time. 

5) Monitor Adoption

Now that the team should be familiar with Salesforce, it’s time to monitor the adoption. Salesforce recommends three areas for adoption that need to be measured:

  • Business Performance
  • Usage
  • Data Quality. 

Many companies have found it helpful to set up a Salesforce Adoption Dashboard. Not only do dashboards help track performance, but they also push your sales team to use Salesforce. They could be at fault for falling behind if data is not entered correctly. 

6) Track Progress

Just because the data has successfully been transported to Salesforce it does not mean the project is complete. It’s now time to track your progress and begin to use the data. 

Start by figuring out the sales team KPIs for each sales rep. Each sales rep must know which metrics have to be met. These metrics may include the number of activities like calls and emails and tracking monthly sales. 

It’s a good idea to review the implementation process and ask for feedback. Taking the time to analyze your Salesforce implementation can be very helpful. This process allows you to establish what is working well and what is not. Also, do not forget to thank your sales team and recognize their efforts because learning a new process takes time and energy. 

Lastly, Salesforce will update periodically, so your team needs to be updated with the new functionalities. Remember your sales process is likely to change as your company progresses, so be ready to adjust to the implementation process. Always communicate effectively with your sales team, so everyone understands the changes and what needs to be done to execute correctly.

Contact us today.

Marketing Team