Why a Salesforce CRM Implementation Expert Is Vital for Growing Businesses

Many organizations — especially small and medium businesses (SMBs) — are forced to embrace the do-it-yourself (DIY) ethos at some point. When there’s a lot to do, and resources are strapped, doing it all yourself may be the only path to keep your business running. But when you start to see consistency or patterns of growth, it can really pay to have an expert in your corner. We’ve found this to be especially true when it comes to adopting a new business technology like Customer Relationship Management (CRM).

What does the Salesforce implementation look like?

Once you have taken the time to evaluate and decide on a Customer Relationship Management platform, you may feel like the hard work is done. In reality, an even more important phase of your project is beginning, where the power of the Salesforce platform is open to your business, but you must ensure your company will get the most out of it.

A Salesforce implementation doesn’t necessarily need to be a massive undertaking because ultimately it depends on what the end-user needs to achieve. The key to success is having a knowledgeable partner at the helm, who can guide the process, support the new users, and use their experience to ensure you don’t just use Salesforce, but that you get the most from it.

Salesforce is built on an open platform, which means you can run any part of your company on it. The capability for customization while providing top class security is no small feat. But as a user, it means you need to consider how to make this platform work for your companies needs in such a way that your employees will thrive using it, and you achieve your intended ROI.

DIY or bring implementation partner?

So when is it okay to DIY, and when should you bring in an implementation expert? The answer depends on what your business or department needs now, and where you want to take your business in the future. Very small businesses just getting started may be able to DIY their CRM implementations.

An implementation partner is not an employee of Salesforce.com, but instead, it is a certified partner of Salesforce. They provide many services from training, to set up, to full-scale implementations depending on the user's needs.

Ultimately an implementation partner acts as trusted experts to show you how to get the most from your investment in Salesforce. Here at Namíru Solutions, we work with you to understand your requirements, with the end goal of seeing you be a huge success on the Salesforce platform.

As implementation partners, we use our knowledge of Salesforce and our extensive financial services industry experience as a backdrop to inform our investigation into your requirements. We know what questions to ask, and what scenarios to ask for more details on to produce a solution that exceeds your expectations.

Whether you have already started to use Salesforce, or have just purchased your licenses, an implementation partners goal is the same. We want to understand your business processes and customize the Salesforce org to match your processes. We also want to understand your training needs, and ensure your users are empowered to put good data in and get good data out!

Quickstart - Minimalist Salesforce Implementation

With a predefined scope of work, the QuickStart service helps organizations maximize their Salesforce potential in a short 40-hour consulting engagement. Additionally, all the work can be done remotely, thus eliminating costly travel expenses.

What can be delivered:

• Requirements gathering, summary, and project management
• Application customization including user setup, workflow processes, communication templates, custom reports
• Data importing from predefined Excel spreadsheet
• End-user training
• 2 weeks Post Implementation Support