When deciding on the purpose of implementation, it is important phone number database malaysia to first gather opinions from the departments that will use Salesforce and identify the needs of the field. Make an overall plan, including training and personnel evaluation, and then select the service and plan customization.
Appointment of a dedicated operations staff member
It is also important to assign a dedicated operations staff member. Salesforce is a highly functional platform, and requires a high level of expertise from implementation to operation. Especially in the early stages, you will need know-how to penetrate the organization.
Salesforce is updated regularly, so it is important to have an operations team to understand the changes and keep the system up to date. If possible, having an operations team rather than a single person will ensure a smooth implementation.
A smooth, phased introduction
The trick to smoothly introducing Salesforce is to introduce it step by step. If you have no prior knowledge of Salesforce, it will be difficult to master many of its functions.
Rather than suddenly introducing it to the entire company, it is better to focus on one department first. For example, you can first introduce Salesforce to the sales department to streamline the sales process, centralize customer data management, and improve performance.
Once the initiative has been adopted to a certain extent by the sales department and has been successful in achieving its goals, gradually expand it throughout the company, such as by expanding it to the marketing department with the aim of integrating it with the company's marketing activities.
