Salesforce has revolutionized how companies manage customer relationships, sales pipelines, and overall business operations. As the world’s leading CRM platform, it’s used by over 90% of Fortune 500 companies. Its versatility and extensive features make it a powerhouse, offering solutions ranging from sales automation and customer service to advanced analytics and AI-driven insights. Notably, Salesforce holds about 23% of the global CRM market share, surpassing the combined market share of its next four competitors (Microsoft, Oracle, SAP, and Adobe). However, with great power comes great complexity.
Salesforce’s promise is clear: it transforms businesses, streamlines operations, and drives revenue growth. Yet, the journey with
Salesforce is often accompanied by hidden challenges that many companies underestimate in their eagerness to jump on board. Let PS Solutions guide you through these challenges, shedding light on key considerations, debunking common myths, and emphasizing the importance of having a dedicated partner in your Salesforce journey.
As you consider Salesforce or are coming up for renewal, we have found that you could have someone in your corner that understands the pricing models of Salesforce, the need for specific modules (as well as those that are not needed based on your firm), the user license needs, how to create a successful implementation and more. With our advocacy program, we work to ensure your success both financially in negotiating with Salesforce and to ensure that you receive the modules and licenses you need without being oversold. Contact us today to learn how we can make your purchase and/or renewal successful with the knowledge of doing it before time and again.
Salesforce projects are notorious for requiring extensive time commitments across multiple departments. IT teams, business analysts, project managers, and end-users all need to be involved in the setup, customization, testing, and training process. This pulls key resources away from other critical tasks, causing disruptions that ripple across the organization.
When considering your renewal or additions of Salesforce products or additional Clouds, it’s essential to think ahead. What happens if you decide to add an ERP system or another key technology in the next few years? Integrations are complex, costly, and require rethinking existing Salesforce configurations. These downstream impacts often complicate your tech stack, leading to unexpected expenses and project delays.
Salesforce should not be considered in isolation. As your business evolves, your tech stack will too. Future-proofing your Salesforce implementation means accounting for potential additions like ERP systems, marketing automation tools, and data lakes. Without proper planning, adding these technologies becomes a logistical nightmare, creating data silos, broken workflows, and excessive costs.
Many Salesforce customers don’t place ongoing User Adoption as a top tier consideration when looking at the additions of clouds or even in the renewal of needed users.
Salesforce projects are notorious for requiring extensive time commitments across multiple departments. IT teams, business analysts, project managers, and end-users all need to be involved in the setup, customization, testing, and training process. This pulls key resources away from other critical tasks, causing disruptions that ripple across the organization.
When considering your renewal or additions of Salesforce products or additional Clouds, it’s essential to think ahead. What happens if you decide to add an ERP system or another key technology in the next few years? Integrations are complex, costly, and require rethinking existing Salesforce configurations. These downstream impacts often complicate your tech stack, leading to unexpected expenses and project delays.
Salesforce should not be considered in isolation. As your business evolves, your tech stack will too. Future-proofing your Salesforce implementation means accounting for potential additions like ERP systems, marketing automation tools, and data lakes. Without proper planning, adding these technologies becomes a logistical nightmare, creating data silos, broken workflows, and excessive costs.
Many Salesforce customers don’t place ongoing User Adoption as a top tier consideration when looking at the additions of clouds or even in the renewal of needed users.
Effective change management is crucial. Training needs to be continuous, tailored to the varying needs of different roles within the organization, and regularly updated to keep pace with Salesforce updates. Without proper change management, user adoption falters, leading to underutilized features and missed opportunities for optimization.
Implement a structured and quantitative approach to measuring adoption. Track which features are being used, identify areas of friction and continuously solicit feedback from users. Regularly assess and share these metrics to adjust training and communication plans accordingly.
Effective change management is crucial. Training needs to be continuous, tailored to the varying needs of different roles within the organization, and regularly updated to keep pace with Salesforce updates. Without proper change management, user adoption falters, leading to underutilized features and missed opportunities for optimization.
Implement a structured and quantitative approach to measuring adoption. Track which features are being used, identify areas of friction and continuously solicit feedback from users. Regularly assess and share these metrics to adjust training and communication plans accordingly.
For every dollar spent on Salesforce licenses, businesses often spend three times that amount on customization, implementation, and ongoing support. Custom workflows, tailored dashboards, and specialized reports all require professional services, whether internal or external.
Salesforce sales representatives may gloss over the need for professional services. They focus on the allure of the platform’s capabilities without fully disclosing the extensive support required to unlock those capabilities.
For every dollar spent on Salesforce licenses, businesses often spend three times that amount on customization, implementation, and ongoing support. Custom workflows, tailored dashboards, and specialized reports all require professional services, whether internal or external.
Salesforce sales representatives may gloss over the need for professional services. They focus on the allure of the platform’s capabilities without fully disclosing the extensive support required to unlock those capabilities.
Use tools like Elements.cloud to identify underused features, system inefficiencies, and bottlenecks. User reports also show who is engaging with the system and who isn’t, helping you target training efforts where they are needed most.
Use tools like Elements.cloud to identify underused features, system inefficiencies, and bottlenecks. User reports also show who is engaging with the system and who isn’t, helping you target training efforts where they are needed most.
Establishing a Salesforce governance committee helps ensure consistent data management, aligns Salesforce with evolving business strategies, and oversees change management efforts.
Inconsistent data leads to conflicting reports and undermines decision-making. Regular data hygiene checks, deduplication efforts, and standardized reporting protocols are essential for maintaining data integrity.
Common assumptions about Salesforce, such as data cleanup and deduplication being part of the package, are often incomplete. Clearly outline what is included in your implementation and what will require additional effort.
Establishing a Salesforce governance committee helps ensure consistent data management, aligns Salesforce with evolving business strategies, and oversees change management efforts.
Inconsistent data leads to conflicting reports and undermines decision-making. Regular data hygiene checks, deduplication efforts, and standardized reporting protocols are essential for maintaining data integrity.
Common assumptions about Salesforce, such as data cleanup and deduplication being part of the package, are often incomplete. Clearly outline what is included in your implementation and what will require additional effort.
Implementing Salesforce shouldn’t be overwhelming. At PS Solutions, we simplify the process and set you up for success from day one. Our team ensures a seamless Salesforce deployment, following best practices and tailored to your specific needs.
Let us help you take control of your Salesforce implementation!
Are you fully leveraging your Salesforce investment? Struggling to keep up with the latest features and functionalities? Our team specializes in optimizing your Salesforce environment to ensure it stays aligned with your evolving business needs.
Here’s how we can help:
Salesforce is often surrounded by myths and misconceptions that mislead decision-makers. These myths cause organizations to mismanage expectations and overlook critical implementation needs.
MYTH 1
Salesforce markets itself as a comprehensive, ready-to-go platform, but the reality is far more nuanced. Most Salesforce deployments require customization, and in many cases, significant customization, to meet specific business needs.
MYTH 2
Even the most user-friendly CRM needs ongoing user engagement efforts. Without change management and structured training, adoption rates lag, and many features remain unused.
MYTH 3
Salesforce demands continuous attention. Regular updates, new feature rollouts, and evolving business needs mean that Salesforce must be regularly maintained, updated, and optimized.
MYTH 4
Salesforce’s complexity places unexpected burdens on your staff, affecting everything from ongoing data management to system troubleshooting. The platform significantly impacts day-to-day operations, demanding continuous attention and resources.
MYTH 5
Executives play a key role in driving Salesforce adoption. Their engagement is vital to setting strategic direction, championing the platform’s use, and modeling expected behaviors.
Whether you’re renewing your Salesforce license, adding new products, or looking to optimize your current implementation, this white paper will guide you every step of the way.
Download Now and contact PS Solutions to ensure that Salesforce works for you, not the other way around.
Sales Cloud enhances sales processes and CRM, equipping sales teams with powerful tools to manage leads, opportunities, and customer data efficiently. It drives revenue growth by streamlining workflows and improving overall sales performance.
Experience Cloud enables businesses to build branded online communities for customers, partners, and employees, fostering collaboration, self-service, and customer engagement.
Data Cloud integrates and analyzes data from multiple sources, transforming it into actionable insights that help businesses make informed decisions.
Education Cloud supports educational institutions in managing relationships with students, faculty, and alumni, helping them improve operational efficiency and student engagement.
Service Cloud is a customer service-focused CRM platform that provides businesses with the tools needed to deliver exceptional support. It enhances the efficiency of customer service teams by streamlining interactions and improving case management.
CPQ automates the quote-to-cash process, ensuring accurate pricing, quicker sales cycles, and more efficient sales operations.
Financial Service Cloud tailors Salesforce’s CRM tools to meet the unique needs of financial institutions, enhancing client relationships and streamlining financial services.
Health Cloud is designed for the healthcare industry, enabling providers to build stronger patient relationships and streamline healthcare operations.
Marketing Cloud allows businesses to create and manage personalized customer journeys and marketing campaigns, enabling more targeted engagement across multiple channels.
Field Service Lightning (FSL) streamlines field service operations by optimizing mobile workforce management, ensuring better scheduling, dispatch, and job completion.
Government Cloud provides secure, compliant CRM solutions specifically designed for government agencies, ensuring data protection and operational efficiency.
Salesforce Analytics, powered by tools like Einstein Analytics and Tableau, offers advanced data analysis and visualization, helping businesses uncover insights to drive better decision-making.
With extensive Salesforce expertise, we are uniquely positioned to guide you through every phase of your Salesforce journey. Whether you’re just starting with implementation, need ongoing management, or require expert intervention to correct previous missteps, our services are tailored to ensure that Salesforce delivers the maximum value to your organization.
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