There are three disadvantages and points to keep in mind when implementing Salesforce:
Rich functionality, high barrier to entry
Data accumulation is necessary
We will explain in detail the disadvantages and precautions of each.
Business flow and rules need to be adjusted
First of all, it is important to note that the introduction phone number database australia of this system may require adjustments to existing business practices and rules. For companies that have been using the same processes for many years, this may entail changes that could be considered organizational reforms.
For example, when implementing Salesforce, you may need to digitize the paper-based processes for creating quotes and signing contracts. Also, when integrating multiple different systems used by the customer support department into Salesforce, you may need to migrate existing data and adjust flows.
Rich functionality, high barrier to entry
Salesforce is a platform that integrates various functions, so it is important to keep in mind that the hurdles to implementation are high. You may encounter difficulties at the time of implementation, such as "it's too multi-functional to use" or "it doesn't take root within the company."
Basically, unless your company has personnel who are familiar with Salesforce, it will be difficult to implement it on your own. If you do not have the know-how in-house, you will need to get support from an expert, such as by using the implementation support services provided by Salesforce partners.
Common issues that arise during implementation are explained in " Common concerns and issues surrounding Salesforce implementation ."
Data accumulation is necessary
To realize the benefits of Salesforce, you need to accumulate a certain amount of data. Salesforce supports business decision-making by analyzing accumulated data. However, if there is little data on leads or accounts, the accuracy of the analysis tends to decrease.
It may take some time to realize the benefits of implementing Salesforce, especially for startups with little data on leads and clients. It is important to keep in mind that you may not see results immediately after implementation.
Companies and departments that are suitable for implementing Salesforce
Salesforce is a platform that can be widely adopted regardless of industry or size, but it is especially recommended for companies and departments with the following characteristics:
Small and medium-sized businesses that want to streamline their marketing efforts
Sales departments who want to efficiently manage lead and customer information
Customer service departments who want to streamline their response to customer inquiries
We will explain each company and department in detail.