When should we Consider a Salesforce CRM Solution?

You probably know you should be looking at organising your company infrastructure a little better but do we really need to implement a Salesforce CRM Solution?

Your company may be sales driven, service driven or perhaps the main focus is on delivering projects. Whichever way you organise your business you have a bunch of processes, that could be optimised. A successful implementation of Salesforce can make huge efficiency savings and optimise your workflow.


5 Telltale Signs you are ready for a Salesforce CRM Implementation


1. There is no single version of the truth

Your customer data or project data is stored in multiple lists, spreadsheets or notes stuck to your computer. There is no single version of the truth. Your teams at a disadvantage. They lack a single view of your business, whether that is your customers or a project you’re working on.

A successful implementation of Salesforce will mean key data is stored in one place with easy access to all related information.


2. We are not sure what is in the pipeline?

Managing future business opportunities is tough if they are not logged centrally. How are your deals and projects progressing? Is there clear accountability to ensure targets are met in a timely manner.

Log Salesforce opportunities to ensure you can see the pipeline split by any customer, time period, product, service and/or salesperson giving you meaningful insights into your business.


3. You have multiple spreadsheets, trackers and create reports manually

Some businesses have trackers for their trackers. When it comes to assessing business performance, are you creating new reports on a monthly basis rather than relying on an automated process? Manual report creation takes up time and can often be overlooked meaning you miss out on key business insights.

With Salesforce you can set up 'performance dashboards' to measure the key metrics that drive your business. You will have a real-time dashboard to refer to at management meetings or performance reviews negating the requirement for repetitive report creation.


4. Teams work in Silos

Teamwork is crucial but information is not shared. Sales activity with customers is not visible across the company. Finance are frustrated with sales and operations as they don’t know when or how much to invoice! The customer is frustrated because you don’t have the updates from another team or department.

Salesforce reports and lists can be tailored and delivered to the right people at the right time. Work validation rules can be set to ensure key information is captured at the right point in the process.


5. How can I scale the business up?

The time is right for your product or service but if you ramp up your efforts then will you have the infrastructure (or time!) to serve your customers or efficiently manage the increased internal workloads?

The Salesforce platform is a scalable cloud solution. A small business can benefit from all of the enterprise capabilities of the platform at a fraction of the cost. Your IT costs then scale up with user numbers.


Speak to the Experts

If some of these telltale signs resonate then it is time to speak to some experts in Salesforce CRM cloud implementation. They will understand your current frustrations and help guide you to a successful implementation by customising the implementation to your business.

In the next blog, we will look at some key pointers to ensure a successful implementation and also highlight where it can go wrong!