Ah, Salesforce—the tool that can keep your business organized and energized. It’s a potent platform with many capabilities, but let’s be real — exploring Salesforce’s ins and outs can sometimes feel like doing a puzzle without the picture. But don’t worry! Whether you’re just starting or trying to make sense of your current setup, I have three steps and some sub-steps to help you navigate common Salesforce challenges.
So, grab a cup of coffee (or a stress ball), and let’s dive in.
Salesforce implementation is like building a house — you don’t just start with the roof and hope it holds. You need a strong foundation; otherwise, everything will collapse. Without proper implementation, you could be in a world of confusion, and frustration, and possibly have a few “accidents.”
Before diving headfirst into Salesforce, take a minute to ask yourself some important questions. What are you hoping to get out of Salesforce? What do you need it to manage? Streamline processes? Automation? Make coffee?
When evaluating these needs, having an external partner to give some perspective is often beneficial. An experienced Salesforce consulting partner will offer site evaluations to fully understand your specific operational needs. It’s like making a detailed shopping list before you hit the store so you don’t come home with just cookies and no veggies. You need veggies.
Once you’ve done some guided soul-searching and figured out your Salesforce needs, it’s time to create a plan. Working with Salesforce consulting services like Team Virtuoso will help you tailor a plan for your operation’s requirements.
Once the plan is approved, it’s time to execute. This phase will involve an accurate data transfer to ensure everything integrates smoothly with your new or current systems. Again, an external partner may make this process easier and more reliable.
Once your data is organized and accessible, it’ll feel like the first time you saw the sunset over (insert your favorite place here) — it’s an uplifting and glorious feeling.
Are you already using Salesforce? Great! But here’s the kicker—sometimes, the system you set up years ago doesn’t keep up with your growing needs. Like your old flip phone can’t handle today’s apps (RIP), your original Salesforce setup might need some updating.
Think of it as a tune-up, not a full-blown overhaul. For those still on Classic, you can refresh and customize your Salesforce system through task automation, updated permission sets, app installations, and Lightning Migration. Whatever upgrade you choose, ensure your Salesforce platform grows and changes as your business does.
If you really want to get the most out of your Salesforce investment download our free guide
It’s impossible to be a Salesforce superhero in a day. Admin support and Salesforce consultants can be a lifeline. It’s ok to lean on these experts to help you get the most out of Salesforce and avoid the “what does this button do?” disasters.
Salesforce consulting partners can help you take things to the next level, especially if you’re looking for custom solutions or don’t know where to start with a big project. Think of them as the wise Sherpas guiding you up the Salesforce mountain.
Salesforce consultations can help with everything from optimizing workflows to preparing for system updates. So, when things get tricky, don’t hesitate to call in the pros—they’re like the tech support friend who knows how to fix your computer, not the one who tells you to “try turning it off and on again.”
A Salesforce admin training support team can help you navigate your system. Whether they’re troubleshooting, keeping an eye on new features, or just making sure the wheels don’t fall off, your admins are the people who make Salesforce work behind the scenes.
Encourage them to stay curious and explore new ways to improve your system. And when they come to you with ideas for improvements, listen up! They are usually tuned in to new Salesforce trends and features and will know when something is right for your organization. It may change your life like a new drink at your favorite mermaid-themed coffee shop.
Have you ever handed someone a new gadget and watched them press every button in confusion? That’s how many people approach Salesforce without Salesforce training, or at least how I envision it. Proper training for Salesforce is the secret sauce to ensuring your team doesn’t just use Salesforce—they dominate it.
Users will feel more confident and at home when they understand how the business platform works. Proper in-depth Salesforce training will help new hires rapidly grow into their roles and contribute to your organization sooner. This knowledge will also help them feel like they are part of their new surroundings.
One of the biggest perks of Salesforce is that it keeps everyone on the same page. However, your team needs to know how to use Salesforce’s communication features, like Chatter, notifications, and internal apps, to get the full benefit. Proper training with Salesforce tools ensures your team knows what’s happening when it’s happening, and who it’s happening with.
Training helps make these features second nature so your team can collaborate more efficiently and reduce communication mishaps.
Training with Salesforce is not a one-and-done deal. Salesforce is constantly evolving and if your team or operation isn’t staying current, everyone will be missing out.
Regular training sessions keep your team sharp, minimize errors, and ensure everyone uses Salesforce to its full potential. It’s also a great time for refresher courses. You can even serve refreshments at your refreshers to make it feel refreshing — just a suggestion.
Salesforce is like a high-tech Swiss Army knife for your business—it can do a lot but only if you know how to use it. Proper Salesforce implementation, ongoing Salesforce training, tapping into an admin support team, and working with Salesforce consultants are all part of the recipe for success.
So, whether you’re just getting started or looking to level up your Salesforce game, take the time to plan, support your team, and keep learning. With a little effort (and maybe some caffeine), you’ll turn Salesforce from a complex puzzle into your business’s best friend.
Now, go forth and conquer Salesforce. You’ve got this!
Case Study: PROBLEM This Maryland non-profit provides low-cost automobiles for individuals in need through a qualifying application process. In the past, each application required manual review and Salesforce entry, resulting in unforced errors, lengthy bottlenecks, and oftentimes a need for resubmission. Due to these inefficiencies, the non-profit could only process 20 applications statewide yearly. […]
How a dedicated Salesforce partner can help de-stress your accidental admin. Congratulations (or Condolences?)—You’re the New Salesforce Admin! So, your company just bought Salesforce. That’s fantastic! And because you’re a trusted, capable team member, or you just happened to be standing too close to the decision-makers, you’ve been “voluntold” as the new Salesforce admin. Exciting, […]
Get your sales and operations working together with Salesforce admin training. Informed decisions are always the best decisions. Taking available information/data and forming a strong action plan usually garner the best results. Salesforce provides your sales and operations people full visibility into all the information they need to make informed decisions. If they know how […]
