Salesforce CRM Issues and Challenges: What to Consider Before Implementing and Using CRM in Your Business

Without a doubt, Salesforce is known as one of the best CRM platforms available for all kinds of business. However, like with any other tool or software, companies may face several challenges when implementing and integrating CRM into their IT environment. In this article, we’ll cover the most common issues and challenges faced in the Salesforce project and how to avoid them.

What Are Salesforce Major Issues?

Salesforce is a multi-purpose platform that offers its users a great variety of products and services to cover key business needs. To take maximum advantage of Salesforce use, it’s important to plan and prepare for CRM implementation properly. Here are some of the most common Salesforce challenges a business can face when planning to implement CRM.

Costs

The price of implementing any software has always been one of the biggest concerns of any business owner. Will this investment pay off quickly? Is it worth using this tool at this particular price? To answer these and other questions make sure to learn more about Salesforce before consider applying it to cover your needs. It is worth addressing all of your concerns to Salesforce consultants to get a full picture.

Choosing your Salesforce Integration Partner

Even though Salesforce has a great number of out-of-the-box solutions, we think they might not be as efficient as the individually customizable ones. Find a perfect Salesforce partner to walk you through all the pros and cons of CRM, as well as to tell you more about the options available for your specific requirements.

Implementation Problems

As soon as you’ve found the right partner, it’s time to talk about the implementation of the new software. CRM implementation can be challenging due to a great number of functionalities and tools available within a single platform. Not all of these features are needed for your particular business case and there is no point to pay for something you won’t even utilize. Customization plays one of the biggest roles in this case as it allows you to pick only functionalities that are beneficial to your company.

Salesforce Integration Challenges

Integration with the company’s existing software and other third-party systems could be challenging. Enable seamless integration between Salesforce and other tools used within your organization to exchange valuable data and get extra functionality. Make sure to come up with a proper integration strategy with your partner to decide whether any of the existing software will be used even after the Salesforce setup is finalized. This particularly concerns paid tools. No need to overpay for a tool whose functionality is fully covered by the new CRM.

Data Migration and Data Quality Issues

Salesforce is a cloud-based solution which means that all of the data is stored in the cloud. If your company’s information has been previously stored on physical hard drives and servers, the first step would be to migrate all of this data to the cloud. If you are switching to a new CRM, proper migration should also be executed by data migration specialists. Make sure that all of the data is complete, and there is no duplicate data in the system. In this case, a dedicated team of data experts will help you to prepare data for migration and make sure no information is lost.

Lack of in-House Salesforce Expertise

User adoption issues are one of the biggest Salesforce problems your entire organization can face. Not every company hires an in-house Salesforce expert to complete the implementation process from the ground up, as well as to teach the other how to use the new CRM. As a result, your team is not utilizing Salesforce properly, making mistakes, and failing to improve its productivity. The goal here is to make Salesforce clear and available to use for each member of your team who is planning to work within the platform. Take care of the Salesforce training for your employees in advance and your team will know exactly what to do with it by the time the new CRM is implemented.

Usability of Reports

This problem stems from the previous challenge. If your employees keep using reminders on their phones or store data outside Salesforce, final reports generated by the system won’t be accurate. Salesforce was made to share insightful information with the team, thus allowing using this data to improve your company’s products/services. Salesforce empowers teams with detailed information about how your business is doing and helps find new ways to grow and evolve.

Need for Ongoing Support

Believe it or not, like any other system Salesforce requires ongoing support to make sure the platform works perfectly under any circumstances and covers your business goal completely. Finding a professional support team might be challenging but is worth the effort. Salesforce administrators will help to keep your platform’s performance on top of its possibilities and optimize its functionality when it is needed.

The More Support You Have the Fewer Challenges You Face

So how to avoid all of the above-mentioned Salesforce issues? The answer is to find a professional Salesforce partner who can help you customize, implement, integrate, and support the new CRM. The OMI team can fully support you in all of these processes. Get in touch with our team to discuss your project and will help you avoid any problems and challenges with Salesforce now and in the future.