• Emily Malone

How to implement Salesforce CRM quickly

A Quick Start package can help you get started with Sales Cloud pretty fast. In fact, it can all be rolled out in just 15 days. But what if you want more than what the package includes? Well, we’ve considered that, too. Let’s shine some light on how to get your Salesforce CRM implemented quickly.

What is Sales Cloud CRM?

Salesforce Sales Cloud is the world’s number one Customer Relationship Management (CRM) platform, specifically designed to support your sales, marketing and customer support teams.

We call it the Swiss-Army knife of CRMs — bringing all of your customer information together in an all-in-one platform that incorporates marketing, lead generation, sales, customer service and business analytics. Another huge bonus is the crazy amount of apps available on AppExchange which can integrate with Salesforce.

If you’re curious, here are some of the things that make Salesforce CRM the best.

What’s the Sales Cloud Quick Start package?

The Sales Cloud Quick Start package has been specifically tailored to help businesses like yours get up and running on the Salesforce Sales Cloud platform in just 15 days.

It’s a stripped-back package which puts the most necessary and essential features for functionality at the top of the priority list. Lots of other businesses might try to sell you unnecessary add-ons, further complicating the implementation process and dragging it out. But with a Quick Start, you’ll get sold exactly what you need to get started, without all the fuss. That’s how it can get rolled out so quickly.

This implementation package involves project planning, object set-up, technical set-up, reports and dashboards, and training. After it’s been implemented, your team will be able to start using it right away. If there are any extras or ‘nice-to-haves’ you need implemented or integrated into the system, we would then take a sort of ‘growth-driven design’ approach, so to speak. These extras would be saved for a separate project in the future, so for now, you can concentrate on getting all the essential bits.

Find out exactly what the Quick Start includes and doesn’t include right here.

What if I want more than the Quick Start package offers?

Crawl, walk, run!

Yes, there are hundreds of amazing features available in Salesforce, but a Quick Start package starts with the most important ones — it builds the essential back-bone of your CRM. As certified experts in all things Salesforce, we’ve done a hell of a lot of Salesforce implementations. That’s why now, we always recommend getting started with the basic features. After you’ve had a play around and gotten used to the system, you can then look into adding any extra features. This way, you’ll avoid spending hella money on shiny new stuff that’s impressive, but you’re not actually going to need in the future.

After the Quick Start, you can then decide whether or not you want to get a Service-Level Agreement (SLA). This means once your foundation has been laid, you’ll be able to build on top of it with more features and have ongoing support for your business as it grows.

There are, however, a couple of cases against beginning with the Quick Start. For example, maybe a more complex, custom solution is needed for your business? Or perhaps you already have Salesforce, but feel it could be better? If the latter is the case, you really won’t want to start all over again — that can take lots time and money, and it really isn’t necessary. Most Salesforce partners will be able to perform a sort of ‘health check’ to see how it can be fixed and improved for you.

What’s an SLA?

A service-level agreement means you’ll receive frequent, ongoing support for your Salesforce org from a team of Salesforce implementation experts. Instead of just delivering one thing for you and then leaving you to it, your Salesforce team will be there for any bigger things your business needs help with in the future, including additional integrations, redesigns, bespoke functionality tweaks and much more. As an example, here’s what usually happens with our SLAs:

  1. First, we’ll come to you for an on-site consultation so we can find out what success with Salesforce looks like for you. During this time,we’ll talk through how you might already be using Salesforce and understand your goals.

  2. After we’ve delved into your vision, we’ll mould a roadmap around your goals to set priorities and plan your support tasks for our team.

  3. Next, we’ll agree a daily, weekly, or bi-weekly support slot that’s best for your schedule, so we can talk through what’s been done and answer any queries you might have.

  4. This is the exciting part! We’ll begin supporting you as per the roadmap and be on-hand to answer any questions or queries you might have for us.

  5. After each quarter, you’ll have a detailed review with your dedicated account director and consultant. This is where we’ll refine your goals and objectives for the next quarter.

  6. This process will then loop until the end of your contract!

Hopefully, this gives you an idea of how quickly you can get Sales Cloud CRM set up! But if you want to find out more, get in touch with one of our specialists — we’d love to chat with you about your goals. Or you can simply download the Quick Start guide below to read about what is and isn’t included in the 15-day Quick Start.