ARTICLE | 5 MIN READ

Planning for a Salesforce Implementation

Salesforce Sales Cloud is the #1 CRM in the world and is used by more than 150,000 companies globally. Businesses of all sizes and types want to take advantage of Salesforce Sales Cloud’s robust functionality to streamline opportunity and lead management, customer journeys, and more. But implementation of any new software can be tricky. Let’s take a look at a typical Salesforce implementation and see how working with a consulting partner instead of doing it on your own can help make it a success.

How long does a Salesforce Sales Cloud implementation take?

Salesforce Sales Cloud can take anywhere from 2 to 8 weeks to implement, on average. Less time is required for companies that only need out-of-the-box functionality and nothing more. However, Salesforce Sales Cloud is known and beloved for its seamless integrations with third-party applications and its ease of customization. You can expect the process to take a few months if you are selecting add-ons from the AppExchange, and even longer if your team requires a custom-made application built from scratch.

The implementation process

As a Salesforce partner, Cargas specializes in helping businesses like yours implement and optimize Salesforce Sales Cloud to fit your company. We work closely with you to ensure we understand your needs, using a five-step process to help things run smoothly. 

Step 1: Analysis

Once you sign an implementation agreement, we will schedule a session to discuss the details of the proposal and review our project processes.

Step 2: Design

After chatting about your business needs, we’re able to design your Salesforce CRM forms, plan customizations, and establish a process to train your core team members. We’ll also develop a blueprint to show how other solutions in your environment will connect to your Salesforce software.

Step 3: Development

Once the designs are finalized, we can build out and configure your CRM according to your organizational needs. These configurations often include business units, security, users, and logistical requirements. We’ll also let you test-drive your software before we transfer data into your new solution.

Step 4: Deployment

Welcome to your go-live date! Once your data is fully migrated and your organization begins to use the software, we’ll help train admins and end-users so that everyone has a chance to grow comfortable with Salesforce Sales Cloud. 

Step 5: Future Growth

We’ll always stick by your side—yes, even after your go-live date! You can offer status updates, and we can compare your progress to your project milestone schedule and issues list. Internally, the Cargas team will meet to discuss your project as we continue to analyze, design, develop, and deploy your CRM solution. 

Cargas offers a range of managed services including ongoing optimization and customization to help you as you grow. So, as your business needs change, we’ll ensure your software changes alongside you. We don’t just want you to enjoy the software—we want you to succeed with it.

The big picture

It takes plenty of time and resources to make software implementation go smoothly. Using our collaborative five-step process is the best way to streamline the implementation and ensure the software will benefit your business as much as possible.

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Learn More About Salesforce Sales Cloud for your Business Software Implementation

Still not sure if Salesforce Sales Cloud is the best fit for your business needs? View our demo center to view detailed demo videos about Salesforce Sales Cloud

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