Salesforce continues to dominate the CRM space with a 23.9 % market share based on a statista.com report. Since 1999, Spotify, Toyota, Canon, and other 150,000 companies worldwide have entrusted this CRM vendor with optimization of their business operations.
Why do so many companies entrust their technology revolution to Salesforce? The reason for such popularity is that successful Salesforce implementation guarantees an average 37% increase in revenue and business effectiveness.
If you are about to welcome this platform and want to learn about the ins and outs of CRM implementation, spend a couple of minutes reading our Salesforce implementation guide.
It will explain what is Salesforce implementation, how long does it take to implement Salesforce, how much does it cost, how to prepare for Salesforce implementation to organize it best, and why a consultant is vital for successful CRM rollout.
Salesforce implementation is a process of rolling out its core product — CRM (customer relationship management) system — to centralize all key business activities and communication. This platform unifies the 3 most common CRM product types, namely operational, analytical, and collaborative, making it the #1 CRM solution on the market.
Salesforce infrastructure includes a wide list of its native products like Sales, Service, and Marketing Cloud catering to the needs of sales and marketing professionals. Besides that, it offers thousands of third-party tools on AppExchange (Salesforce’s app market) designed to enhance the core platform’s operational power.
Due to Salesforce’s popularity, there is no lack of professionals ready to help you with the implementation and customization of your solution. So, if you are a complete newbie to the CRM world or are not tech-savvy enough, you can easily delegate these tasks to skillful Salesforce implementation consultants with deep knowledge of this platform.
Our consultants will teach you how to use CRM software to the fullest without overpaying for unnecessary functionality.
Salesforce implementation is a serious investment, so the preparation process shouldn’t be taken lightly. Before you launch your project, start with the following checklist:
Salesforce Implementation Steps
It’s essential to engage with different teams and people within your company to have a complete picture of your business needs for Salesforce implementation.
To know what to expect from your CRM, you need to understand what internal challenges you have.
Interview key members at every level of business to understand what pain points they experience every day.
After that, you’ll be able to identify what can be solved with the help of software and prioritize your teams to set realistic goals for your system.
It’s important to stop and think about the day-to-day tasks of your teams and how their workflows look like.
Reach out to each department of your organization and ask them to document these processes and how they can be optimized.
Make sure that your Salesforce implementation project doesn’t overlap with other ongoing significant projects. To reduce risks of key resources shortage, set the best time frame in advance.
As soon as you’ve defined the project timeline, plan vital rollout phrases, testing, and kickoff meetings.
Also, evaluate your key needs and expectations to balance them with a high-level budget estimate. To get more detailed budget projections, it’s better to contact a few Salesforce consultants with long-term experience with various CRM implementation approaches.
Salesforce project estimation is heavily influenced by a number of factors, including company size, amount of data to import, and required customization.
To avoid unexpected situations and predict possible risks, create three scenarios of the Salesforce implementation process: optimistic, pessimistic, and the most likely one.
To measure the success of your Salesforce implementation project, you need to set tangible goals and metrics.
For example, you want to reduce case resolution time by 40% or increase lead flow by 30% with the CRM rollout.
Such specific metrics help to envision goal completion and modify your implementation strategy accordingly.
To achieve CRM implementation goals, team collaboration should be clear and consistent.
Effective communication between implementers, project stakeholders, and teams within the organization is a key to successful Salesforce CRM deployment and adoption.
Even if your organization’s resources are too limited, you have to appoint key people who will be involved in the Salesforce implementation process.
Generally, CRM rollout project stakeholders involve:
But it doesn’t mean that you need to have a large, dedicated team to set up CRM implementation because one person can handle several major roles.
It’s also vitally important to identify:
Before starting your Salesforce implementation process, you need to prepare your data for the import.
Regardless of its source, you need to be sure that your data sets are accurate and free of errors to nourish your new system and business operations.
Establish policies for naming conventions and data duplication prevention.
Be sure that you have a definite change management plan in effect prior to launching Salesforce implementation.
It should continue throughout the CRM project and after the go-live date.
Getting to know the look, feel, and structure of Salesforce is also a necessary step before moving to Salesforce.
It will help you and your team manage your expectations in regards to system capabilities in translating your business process into a new platform.
Contact Ascendix team to get secure and effective Salesforce implementation to your business.
After you’ve done all the necessary preparations, it’s time to think about other important constituents of a successful Salesforce implementation process. Let’s start with CRM implementation phases you need to prepare for:
In this section, we provide very rough figures and explain what might influence the final cost. A more detailed explanation of the CRM rollout cost is given in our post: “Real Cost of Implementing Salesforce“.
Generally, Salesforce implementation costs are heavily influenced by:
Additionally, you will need to consider the number of hours your team will spend on Salesforce implementation, training, and adoption. They will result in indirect CRM-related expenditure.
Once you’ve decided to deploy Salesforce, you need to prioritize your expenses. If you have a tight budget, determine what should be done on a first-priority basis and what can be deferred.
There are two cost components for a Salesforce implementation: subscription and services costs.
The ultimate Salesforce subscription costs are driven by:
The top products that power up most other Salesforce solutions are Sales and Service Clouds. Let’s compare these two CRM product lines on a high level.
| Pricing Range: $25 - $300 user/month | Pricing Range: $25 - $300 user/month |
| Average Customer Rating (GetApp.com): 4.4 | Average Customer Rating (GetApp.com): 4.4 |
| Designed For: Sales Representatives, Sales Managers | Designed For: Customer Service Agents, Customer Service Managers |
| Features: Campaigns, Leads & Opportunities, Accounts & Contacts, Dashboards & Reports, Event Management & Calendars, Activity & Task Management, Customizable Objects, Self-Service Portal, Sales Forecasts | Features: Service Level Agreements, Dedicated Console, Service Entitlements, Multichannel Routing Web-to-Case |
| Pros: Reporting functionality, customisable dashboards | Pros: Complete overview on customers, easily set up queues and routing |
| Cons: Steep learning curve | Cons: Highly complex |
The lower and upper-end range of monthly subscription costs for Sales and Service Clouds is $25 – $300/user/month.
For some industries, you can opt to buy a ready-made solution based on Salesforce that already includes a license in addition to customization tailored to a certain industry.
Quite often, you’ll be able to get such solutions at a lower price.
E.g., we market our commercial real estate CRM on top of Salesforce starting at $79/user, and it includes a Salesforce license embedded.
How is it possible and what are the trade-offs?
We explain how it works in greater detail in our post: Salesforce for Commercial Real Estate: Available Pricing Options (applicable for any industry).
At Ascendix, we help our clients optimize Salesforce costs and select the products that they really need.
Salesforce Implementation Service Cost Based on Location
Let’s find out how much Salesforce implementation consulting may cost you based on employment type:
| Freelancer | |
| In-House Experts | |
| US-based (Onshore) Consultants | |
| Europe-based CRM Consultants | |
| Other Offshore Salesforce Consultants | |
| Mixed Models of Salesforce Onshore and Offshore Consultants |
Rate range $20 – $250/hour (Based on freelance platforms like Upwork and PeoplePerHour)
Freelance Salesforce consulting services may be a real bargain in cases where you hire a reliable freelance consultant by a referral. That’s especially true if you have a relatively small and non-complicated project that does not require large teams with specialized skillsets.
But a good Salesforce consultant is like a good doctor — it’s usually booked out well in advance leading to inflexibilities in your project timeline.
Moreover, behind these seemingly low prices may be hidden risks. The most common ones are:
Due to this, your project may take longer to complete because freelancers usually work alone, and it can take a while to finish Salesforce implementation for mid-size and big projects.
Final wrap-up:
| Low prices | Risks that expected level of expertise and service may not correspond to promised ones |
| Culture fit (Ability to hire a freelancer from your location who speaks your language) | Long timeline of performance and the limited scope of services |
Rate range $50, 000 – 150, 000/year (According to Glassdoor)
Some companies choose to hire in-house specialists to build a team of experts that will:
This may be a better option for those who are ready to invest in long-term relationships to achieve sustainable long-time results in building company expertise.
However, hiring in-house Salesforce professionals is not a cheap option, especially, if you’re a small company.
Besides annual salary payments, there are other expenses associated with hiring an in-house Salesforce specialist:
Final wrap-up:
| An employee will work only on your projects and will be available when you need him | On-going payroll expenses and related staffing costs |
| You reduce time on online conferences, calls, chatting, and emailing because you can discuss all the issues face-to-face for less time | Spent time on team management |
| Complete involvement and understanding of the company vision, goals, and needs | Persistent skill development of your employee |
Assuming that both aforementioned types are not a fit, engaging with Salesforce consulting partners is another popular approach.
Let’s find out how much Salesforce implementation consulting may cost you based on their location:
Salesforce Implementation Service Cost Based on Location
US-based (Onshore) Salesforce Consultants
Rates $60 – $300/hour
Salesforce outsourcing services help to save money on hiring. You can also leverage all the benefits of working with experts in the same time zone, speaking your language, and sharing your culture specifics.
Final wrap-up:
| Maximizing overlap of time zones and full cultural alignment | Tight schedule of Salesforce consultants due to engagement in several projects at one time |
| Flexible hourly payment system based on performed work | Less integration between different teams in your company |
| Fewer risks of hiring an under-qualified consultant | Ever-increasing rates of US-based Salesforce consultants |
Europe-based Salesforce Consultants
Rates $15 – $150/hour depending on the European country
Europe-based consultants have affordable skill sets as compared to US-based colleagues, and it can be worth searching for talent in those markets.
Second, companies operating in Europe offer competitive Salesforce consulting pricing without loss of quality.
Third, business models used there are similar to the ones deployed in the US, so you won’t experience culture shock.
The only things that can overshadow the advantages of this option are different time zones and compliance with some regulations.
Final wrap-up:
| Favorable pricing policy without loss of quality | Different time zone |
| Similar business models | Difficulties with some regulations’ compliance |
| While communication barriers still exist, English is spoken throughout the world and with the appropriate firm, language barriers can be removed | Language barriers can become an issue with some firms that do not place a priority on English fluency |
Other Offshore Salesforce Consultants
Rates $15 – $80/hour
Offshore Salesforce consulting agencies from China, India, and Latin America offer lower prices compared to the US and Europe-based companies.
However, it comes hand-in-hand with unavoidable culture disparity and difficulties with communication due to the language barrier.
Also, like in the case with Europe-based Salesforce consultants, you should be ready for issues related to differences in time zones that will reflect in a longer discussion of questions.
Final wrap-up:
| Low prices | Difficulties with some regulations’ compliance |
| Wide selection of CRM consultants | Culture discrepancy and language barrier |
Rates – custom
This is a hybrid model where you have local business analysts and project managers to maximize communication pathways but with the economic benefits and access to development resources of an offshore model.
This concept helps to leverage all the advantages of both onshore and offshore models and at the same time eliminate their disadvantages.
We at Ascendix offer this as one of our approaches so you can select the right onshore/offshore mix and discover your personal benefits from this solution.
CRM strategy is your action plan of implementing a CRM system that takes into consideration people’s needs, required processes, and technology capabilities to achieve business goals. This phase may also involve other sub-phases like:
During this stage you:
On this step, you’ll need to:
This project stage includes:
In this phase you need to:
We will teach you how to do that right and get the most out of your Salesforce CRM.
The most frequently asked question among the businesses looking to implement or switch to Salesforce: “Can I implement Salesforce myself?”. Despite quite a steep learning curve and robustness of the platform, you can perform it on your own. In fact, Salesforce offers 3 CRM implementation models:
Each of these models has its advantages and disadvantages. Still, it is necessary to seek a Salesforce consultant’s help in the very early stage to refine your CRM implementation project roadmap and eliminate risks.
A professional Salesforce consultant will advise on how to implement your software: support the existing business processes with Salesforce, tailor them to Salesforce or redesign the business processes and then map them to Salesforce.
In this type of engagement, you delegate most of the implementation project work to the consulting partner. Here are the most common pros & cons of this approach:
| Partners complete technical work with extensive product and industry knowledge | Higher implementation cost |
| Vast experience with various implementation processes | |
| Focus on connecting business process and the desired outcome |
This model allows splitting the responsibilities between you and your consulting partner. Such type of engagement has its benefits and downsides as well:
| Lower implementation cost | Complex project management engaging both external and internal resources |
| Expert design of Salesforce architecture | Longer timelines of solution implementation |
| Hands-on experience for your staff configuring and customizing the solution | |
| Additional training for your team to support the solution after implementation |
This model implies that you can implement the CRM under the partner’s guidance where the partner takes on the role of an advisor and you own all the deliverables. Like the previous two approaches, this type of engagement has its advantages and disadvantages:
| Low implementation cost | Longer project completion timeline |
| You become self-sufficient | |
| Your team learns how to speed on the platform and how your business processes can best be supported |
The Salesforce team is another important part that is involved in Salesforce implementation. You can create this team out of your employees and distribute the key roles among them or engage with a consulting partner to streamline this process. There are overall three aspects Salesforce implementation can assist you with:
But, regardless of whether you proceed on your own or with a Salesforce partner, you need to learn:
The Executive Sponsor is the #1 person who drives the whole Salesforce implementation process, creates the strategic vision of the business, and builds the CRM implementation team.
A typical Salesforce implementation team structure and their responsibilities look like this:
| This is a person who provides leadership in Salesforce CRM adoption, allocates budget, and leads the implementation to success. | |
| It is a person who manages the project, gets the Salesforce software up and running, has a clear vision on how to map business processes to Salesforce CRM. | |
| This individual who daily maintains the Salesforce CRM system support after launch, helps the organization with new functionality on the post-implementation phase, and supports training and adoption. | |
| Power Users | These are people who test and provide feedback during the Salesforce implementation and provide on-the-spot troubleshooting to end users. |
| End Users | These individuals are people who are actually going to use Salesforce CRM on a daily basis. |
| Outside Experts | These professionals serve as knowledge guides and assist with implementing more advanced features |
Even if your organization’s resources are too limited, you have to appoint key people who will be involved in the Salesforce implementation process. It doesn’t mean that you need to have a large, dedicated team to set up CRM implementation because one person can represent several major roles.
Also, besides the above-mentioned roles, you need to have a primary point of contact (for example a dedicated Project Manager), that will manage the project internally.
There are numerous reasons why CRM implementation may fail. Some of the most common pitfalls are a lack of project planning, absence of clear implementation strategy, and neglecting possible risks.
Here is a complete list of issues that can result in failure:
Our Salesforce professionals explain why some Salesforce implementation projects succeed while others do not:
“ There are many reasons why Salesforce implementations fail, but here are a few to highlight:
1) Lack of management commitment of resources (allocation of internal resources and money for external consulting)
2) Lack of direct and identifiable connection between the technology and the business problem it is trying to solve
3) Lack of proper training to bring the end-user community
4) Importation of inaccurate, incomplete, or duplicate data ”
“ I have noticed that if the software is not meeting a need for the user or management doesn’t “force” the users to log in and use the system, then it will just languish. Change is always hard for people to embrace but if you can provide them a better way, a faster way to do something then it will be a success. However, if the user has to do double-entry because of a lack of integration with another system, or they can’t get the information out they need in a simple way, then the project will fail. ”
As with any other project, the plan for the Salesforce rollout project should have certain elements like:
The timeline in the standard Salesforce project plan is usually set in months and is updated as soon as each task is completed.
The project plan should clearly name each stakeholder who is responsible for each step in Salesforce implementation.
It implies that the project has some constraints like task execution in a specific order that you should consider while planning.
The plan structure should include granular checkpoints after each CRM implementation phase completion.
There are generally 3 project management methodologies that can be used to manage a Salesforce implementation process:
This methodology is a good fit for predictable projects where you can plan it in detail and complete it in definite steps. However, the major drawback of this approach is in difficulty to make any changes to the project when it’s in the testing stage.
This technique helps to manage the implementation project in small sequences, also known as sprints. As it’s stated in the name, Agile methodology adds agility to responding to unpredictable situations and overseeing complex projects.
This methodology offers the combination of the previous two approaches for different use cases. It ensures complete involvement in the project of all interested parties and management of the project in the most effective way.
To initiate Salesforce implementation, you need to perform a set of preliminary activities like:
Once all the above-mentioned actions are made, you should proceed with designing a CRM implementation plan. Here are the most significant project steps:
Start your Salesforce implementation by:
To scope detailed requirements, you should organize requirements workshops. In these workshops, you need to review and prioritize:
Document all of them to further discuss with a Salesforce implementation partner. After that, you have to establish CRM objectives, goals, and KPIs.
Right after identifying all your organization’s pain points and goals, talk to a Salesforce implementation consultant like Ascendix.
They will suggest a better approach taking into consideration all nuances of your industry and organization and help you with:
If you have little to no experience or resources for Salesforce implementation, detailed guidance from a Salesforce implementation consultant will save you time on researching and experiencing trials and errors.
Once you’ve consulted a Salesforce expert, you should:
Identify the most feasible risks of your Salesforce implementation project and how you can mitigate them. Also, at this stage, you need to create a change management plan and re-engineer processes if it’s necessary.
Every project is unique like the people who work for it. Consequently, the effort estimation is heavily influenced by a number of factors, including company size, amount of data to import, and required customization. That’s why you need to create business and implementation plans, agree on time and budget to complete the project.
Select decision-makers within your organization that will represent all aspects of your business, define executive sponsorship, and project leadership. Your implementation team should involve:
Organize design workshops to create functional, technical, and UI designs, and document all the details. Review and get feedback on design documentation and agree on acceptance criteria. Build a sandbox that will be a true replica of your production org for future testing purposes.
Bad data might tarnish your reputation, influence your results, or even lead to serious issues with the law if you fail to comply with local regulations (GDPR for European Union customers, CCPA for Californians, and others).
Be prepared to work with your data before importing it to Salesforce. Audit your data sources to determine the quantity and quality, complexity, and diversity of your records. Then analyze and review data for gaps, errors, and duplicates across all objects (accounts, contacts, leads, etc.), and perform data cleansing, consolidation, and deduplication.
We also recommend to:
During this step, you’ll decide how to migrate your data to Salesforce and validate its success. Organize a data migration workshop where you’ll plan data transfer and field mapping to a new system in detail.
Also, think about the corporate policies on how you’ll ensure data protection and health, along with data cleansing automation, in a new CRM platform.
Make sure that you’ve made data backup prior to migration.
Salesforce integrates with multiple products. There are over 3,000 apps built specifically for Salesforce users, and it might take quite some time to identify the right tools. Evaluate all tools and systems that will be linked to Salesforce and check how well they can work together.
Check if you can integrate solutions smoothly by API or you’ll need third-party connectors or custom coding.
Professional Salesforce consultants can usually recommend the best apps to solve your challenges instead of forcing you to invest in unnecessary customization.
Understand out-of-the-box Salesforce functionality and how it can be best improved: via feature configuration or custom coding.
Think of the certain items that you can optimize to improve your CRM performance like:
As well as business processes and functions that you can modify, like:
On this Salesforce implementation step, you may also onboard a marketing team to set up campaigns and events.
If you decided to buy Marketing Cloud, Pardot for marketing automation, or one of the marketing automation tools from AppExchange, then it is an additional project which involves Pardot/Marketing Cloud consultants and your Marketing team.
Prepare test scripts to perform final user acceptance testing and ensure that everything is working correctly. Check if:
This Salesforce implementation approach will guarantee that you, your team, and your partners gain a complete alignment with your CRM.
Give yourself time to build and test different scenarios before the final Salesforce rollout. Generally, small projects can be launched all at once.
However, for larger, more complex projects, it’s recommended to launch Salesforce implementation in several phases. It will give your employees time to adjust to a new system and master a portion of new functionality.
Training is an essential part of a Salesforce implementation project because it guarantees that the adoption rate of the program will be much higher. This, in turn, ensures that your team continues to use the software properly. To train your users properly, you should:
CRM adoption means that your stakeholders use your CRM software confidently, log in it regularly, and feel that their workflows have become much easier.
But Salesforce implementation doesn’t end when everybody is comfortable with the software. Your business is constantly changing, and your CRM must adapt to it as well.
After the first cycle of a Salesforce rollout, you might want to extend the system or alter your customizations.
To maximize efficiency, you need to keep an open mind and take regular feedback from users, assess your CRM system, and adjust functionality as needed.
For over 20 years of Salesforce consulting, our experts have collected a set of recommendations on how to launch and drive implementation projects. Among them:
“ To succeed with Salesforce implementation, first off, you must have a balanced approach that focuses on the technology design, the people that are going to use it, and the processes that are to be supported by the system. ”
We’ve applied this best practice to all our projects, but one of the most illustrative examples is our Salesforce customization project for Source Energy Partner.
Source Energy Partners is an oil and gas mineral and royalty acquisition company in Dallas, TX.
Source Minerals purchases oil and gas mineral rights and royalties, as well as providing exceptional investment opportunities for their clients.
They asked Ascendix to customize Salesforce so they could track mineral buying activities and use GIS (geographic information system) right in their CRM software.
After a discovery call, it became clear that we can customize our existing solution for commercial real estate brokers on top of Salesforce AscendixRE to speed up delivery and cut costs for Source Energy Partners.
As a result, we were able to develop a custom solution faster and for a fraction of the initial budget.
Check more details about this project and its results in our case study.
“ Take a phased approach. Trying to accommodate too many requirements in the initial phase can unnecessarily protract the rollout, complicate the user interface and impact user adoption. Moreover, it is normal for perspectives to change as usage of the system expands which often times increases the wisdom of design decisions for future Salesforce implementation phases. ”
“ I think the biggest deciding factor of Salesforce implementation success is feedback from all levels. If the admins and brokers are not allowed to give feedback, then we find that day-to-day needs are not met by the Salesforce functionality. Also, if management doesn’t have a voice, then we aren’t able to provide them the reports they need. ”
“ Involve those that are going to use the system throughout the implementation life cycle. This includes management, end-users and support staff who need to have their "fingerprints" on the solution to get buy in and ensure the application supports all aspects of the business. ”
“ A great influence on the success of Salesforce implementation has an executive sponsor on the client side who has impact on their organization, who can possess both technical skills and has enough business and workflow knowledge of how the users will interact with Salesforce. ”
“ The length of deployment is driven largely by the scope of the engagement but all things considered. If you've done an adequate job of putting a deployment roadmap in place, a viable Phase 1 Salesforce implementation should target a range from 3 to 6 months for moderately complex implementations. There are exceptions to this rule of thumb (especially for the smaller engagements of fewer than 10 users) and it should be noted that this timeframe is relating to the first of what may be a multi-phase project. ”
“ It depends on the client and the scope of the project, but I would say for smaller projects with little customizations and a straightforward data import, maybe 3-4 weeks. For the larger projects, it can take several months to a year to really just get through Salesforce implementation phase 1. ”
“ Data is also a big part of successful Salesforce implementation. No Salesforce will start off day 1 with no data. It usually needs to be brought in from another system or from spreadsheets. If this data isn’t cleansed or up to date, it is useless. Sometimes data is an afterthought for our clients, and it needs to be front and center. ”
“ I can't stress enough the importance of taking time to prepare the data to assure the usability of the tool for you and your future team. This investment of time was key if I wanted to build the best database in my market. I truly believe a database that is highly organized with my market intelligence will lead to more deals. A quick tip to expedite the process, create a master spreadsheet to organize all of your data into one source file giving you the ability to not only identify duplicates faster but to establish links between record types such as companies and leases. ”
“ The system is only as good as the data contained in the application. While time-intensive, an appropriate amount of time and attention to detail needs to be spent on gathering a data set that will provide valuable insight from the application during the initial stages of the deployment. To the extent possible, a CRM implementation should refrain from starting off with an empty database. ”
“ Some of the key factors for effective Salesforce implementation, in my opinion, are managing expectations of what is to be delivered (not making assumptions about functions of product), frequent communication: weekly meetings, status updates, budget updates and not trying to solve for all things, but delivering solutions to the key areas that will increase productivity, efficiency and ultimately revenue. ”
Based on the Salesforce report, its customers noticed a 25% increase in marketing ROI, 25% growth in sales, and 35% increase in customer satisfaction rate after CRM implementation.
But to achieve this result, your Salesforce solution should be fully tuned to your needs and adopted by your organization. To maximize the success of Salesforce implementation, you need to engage with a Salesforce consulting partner.
CRM consultants will:
If you have difficulties with a CRM implementation or just want to make sure that you are on the right track with your migration from Salesforce Classic to Salesforce Lightning, our expert team of Salesforce implementation consultants will be happy to assist you with all Salesforce implementation services like:
Why you can rely on Ascendix in Salesforce implementation services?
Ready to start with us? Get your custom quote on Salesforce implementation cost and timeline.
Or read what our client from Visintainer Group is saying about our services:
“ I started off looking for software that would fit my vision about six years ago and didn't feel anything worked, so I hired programmers to build my own. It started to get very expensive due to all the changes, having to build it from scratch, and the hours needed. That is how I found Ascendix - they were willing to put the time into Salesforce customizing, finding a solution, and not just telling me I had to work in their box since so many others do. ”
Salesforce implementation involves the following activities: business and system requirements collection, Salesforce Cloud and edition selection, data migration, system integration, CRM configuration, and customization, user training.
There are three options on how to manage Salesforce implementation: self-managed (you manage all CRM implementation activities, semi-managed (you split project management with an implementation partner), managed (your Salesforce consulting partner drives the project).
Salesforce implementation can cost from $4, 000 to $100,000 depending on the number of products to implement, licenses, configurations, and customizations needed, and the overall complexity of the project. The Salesforce QuickStart implementation cost for small organizations (up to 10 users) can range from $4,000 to $15, 000.
It takes from 10 hours to 1 year to implement Salesforce. Organizations with up to 10 users, can set up basic Salesforce products like Sales Cloud and Service Cloud in 2-3 weeks and more advanced like CPQ Cloud in 2 months.
Anzhelika specializes in B2B content marketing and has in-depth expertise in promoting the company's products and services through high-quality content. On the Ascendix Technologies blog, Anzhelika shares her insights of Salesforce and Microsoft Dynamics 365 CRM tips & tricks as well as overviews of new CRM tools and technology trends on the market.
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