Salesforce Implementation and Onboarding

By now, everyone who deals with CRM, at any level, knows that Salesforce is fantastic. It is jam packed with features that are so easy to use, it can working a pleasure. So, when it comes to Salesforce implementation, you know it will be a breeze.

Salesforce implementation isn’t just about installing and setting up the software. You can get more out of it with just a little insight, and a few extra tools. Once your databases are set up, your software is activated, and your accounts are created you are ready to optimize your Salesforce experience.

#1 – Taking Advantage of the App Exchange

The Salesforce App Exchange is a useful repository of tools that can be integrated flawlessly into Salesforce. Some examples include tools for gamification, employee incentives and automation.

When implementing Salesforce, don’t stop at the basics; take advantage of the SFA applications (some of which Salesforce themselves designed). These apps enable you to do everything from auto-responding to automated analysis of records, fields and data history. These apps allow you to use Salesforce far more efficiently than you could imagine.

The app exchange’s bonus functionalities are the first step in the road to full Salesforce implementation.

#2 – Improving Support and Functionality with Onboard Systems

You can take advantage of enhanced support and training capabilities, as well as improvement in self service , by using an onboard system like WalkMe.

WalkMe is a guidance system and tutorial creation program that integrates directly with SaaS solutions, such as Salesforce. This allows ‘training while doing’ with your CRM. Walkme becomes aware of the platforms and program within the site, and is able to control and monitor what goes on. Walkme helps users complete tasks, by guiding them along until a task is complete. If a mistake is made on Salesforce, along the way, Walkme corrects the user.

WalkMe has proven this application drastically improves websites and programs. So Salesforce got on board. They have a plugin that integrates WalkMe into their site (for users, as well as internally for company staff).


#3 – Going Mobile

Don’t underestimate the power of mobile applications. Salesforce has mobile access, for inquiries and storage/recall, through their app exchange. But they also have an offline system which allows traveling professionals to access CRM data on the go, even when offline.

This is a little risky if you edit records frequently, but aside from that, it’s incredibly powerful and useful. Salesforce mobile is one of the most important tools you can use to get the most efficiency, compatibility and flexibility out of Salesforce.

Salesforce implementation and onboarding are essential functionalities that allow you to get the most out of your staff and CRM system. You took the right first step by choosing Salesforce, now take the next appropriate step by implementing these applications.

To learn more about CRM, visit salesforce crm tutorial page and discover more.

Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.