Winning Org = Having a Game Plan

Teams never take the field without a game plan. Why should your team do the same when it comes to setting up your Salesforce Org? Many times, we hear about a new technology and it sounds wonderful, exciting and something you must have for your company. But how is it going to work for you? Having a game plan could mean the difference between getting the most out of your new purchase and an epic fail.

Salesforce offers so many possibilities. It can be customized to fit your business process no matter what area of expertise you deal in and having a game plan for your implementation may take it to a level that will help achieve your goal. Identifying the owners of business processes will start to build the ideal team. You want to have individuals involved that know your company. These individuals will be key in interrupting the current business process that your implementation team can translate into what will work in Salesforce. Sometimes it is best to meet with the whole team to see how they work together or identify any overlaps there may be between different business process owners. Laying out the business process in front of the team will help identify any gaps or potential issues. These individuals become essential to building out the org that will work for you.

Not too long ago I was on a project that had the typical start with gathering requirements for the process. The client wanted to take an existing process with Quotes and add line item numbers. So the basic request was to create a visual force page for the user to enter in or update line item numbers on a quogame plante, which in return would provide accurate sorting. In addition, they also needed a trigger to automatically add or delete line item numbers if a quote was inserted, modified or deleted. Based on these requirements, coding went fast and furious. It seemed really simple and easy. But not having the key person on the team really came into play during testing. The key person that was missing during this entire process was the end user: the one person who knew the process and the order of execution. It was identified during testing that the change would affect other areas of the quoting process, like syncing with the Opportunity, generated PDFs, and an import process that was not even mentioned during the initial stages. After taking a step back and watching the end user do their job, the project was back on track and completed to the client’s satisfaction.

Another key component to a team that is occasionally overlooked is any existing systems. Many times there are legacy systems that cannot keep up with the times of change or the data needs to be integrated into Salesforce for ease of use. Even though the business process owners have mentioned these systems, it is not until we see the data or how they are used that we can better understand how Salesforce is going to adapt to the new system. Many times, integrating data from one system to Salesforce can turn into a whole new project, but seeing the Xs and Os on the board can help identify whether or not the game plan is still working.

Taking the time and laying out a game plan may help identify how Salesforce can become the system of choice. Business process owners are an important part of the team who help identify how the business rules will be set up in the Salesforce org. Making sure to include all areas of the team, even if they are not human (i.e. existing systems), may help build a stronger environment to help develop your business. Having the right implementation team is also another key factor in setting up your Salesforce Org. At CRM Manager, our implementation will take the time to identify the business process with you and identify the best practices to make Salesforce the system of choice.