Main Menu
Start with why.
One of the most important steps to take before deploying Salesforce is to define your purpose and make sure everyone understands it.
Download this information as a PDF so you can easily share these great tips with your team.
Outline your Current Systems and Processes
Identify Stakeholders
Adoption is mission critical to the success of your Salesforce implementation. To get the team on board, involve them from the start as a collaborative effort.
If a process touches multiple departments or hands, get them involved from the beginning (Remember, Salesforce is not just for sales and marketing, it can be used across numerous functions). Ask about what challenges they face in their workflows, gather their ideas, feedback and input on what could make it better. If Salesforce is developed with their needs and workflows in mind, adoption will be much easier.
Set the Stage for Long-Term Success
Develop a cadence for training and auditing. Regular training will ensure adoption and adherence to standardized processes and best practices. (Hint: Once per year is not enough.)
You’ll also want to create a schedule for regularly auditing your Salesforce organization. This is one thing that’s commonly overlooked, but it’s imperative to ensure your Salesforce grows with your organization.
Documentation is also critical. Creating a centralized hub or dashboard to serve as a single source of truth when changes or updates occur will help ensure these stay with your organization rather than residing with one administrator or developer (this leaves
organizations vulnerable should that person leave).
Finally, be sure to set the right expectations. Implementing Salesforce takes time and resources. There is also a learning curve, but when the proper training is put in place, it makes the process much smoother.
Copyright © 2022 MST Solutions, L.L.C. All rights reserved. Various Trademarks held by their prospective owners.
We use cookies to provide you with the best experience across our MST Solutions Website. By using the MST Solutions website, you consent to the use of cookies. Click here
Name | Domain | Purpose | Expiry | Type |
---|---|---|---|---|
wpl_user_preference | www.mstsolutions.com | WP GDPR Cookie Consent Preferences | 1 year | HTTP |
Name | Domain | Purpose | Expiry | Type |
---|---|---|---|---|
_fbp | mstsolutions.com | Facebook Pixel advertising first-party cookie | 3 months | HTTP |
__hstc | mstsolutions.com | Hubspot marketing platform cookie. | 6 months | HTTP |
__hssrc | mstsolutions.com | Hubspot marketing platform cookie. | 52 years | HTTP |
__hssc | mstsolutions.com | Hubspot marketing platform cookie. | Session | HTTP |
fr | facebook.com | Used by Facebook to deliver a series of advertisement products. | 3 months | HTTP |
Name | Domain | Purpose | Expiry | Type |
---|---|---|---|---|
_ga | mstsolutions.com | Google Universal Analytics long-time unique user tracking identifier. | 2 years | HTTP |
_gid | mstsolutions.com | Google Universal Analytics short-time unique user tracking identifier. | 1 days | HTTP |
Name | Domain | Purpose | Expiry | Type |
---|---|---|---|---|
hubspotutk | mstsolutions.com | HubSpot functional cookie. | 6 months | HTTP |
Name | Domain | Purpose | Expiry | Type |
---|---|---|---|---|
--- | www.facebook.com | --- | 52 years | --- |
ppwp_wp_session | www.mstsolutions.com | --- | Session | --- |
_gcl_au | mstsolutions.com | --- | 3 months | --- |
_gat_UA-37982867-1 | mstsolutions.com | --- | Session | --- |
_lfa | mstsolutions.com | --- | 2 years | --- |
slireg | www.mstsolutions.com | --- | 7 days | --- |
site_identity | scout.salesloft.com | --- | 1 year | --- |
sliguid | www.mstsolutions.com | --- | 1 year | --- |
slirequested | www.mstsolutions.com | --- | 1 year | --- |