Implementation of Salesforce: Getting Your Company Ready for Digital Transformation

In the previous articles we’ve shared important arguments on selection of a CRM system. We’d like to continue the series of Salesforce Implementation materials with the key considerations for the next big stage of a digital transformation project: getting your company ready.

Regardless of the approach to a digital project implementation — whether the project will be carried out by an invited consultant, or internally, the overall success will be highly dependent on a few factors that are sole customer’s responsibility:

• Internal alignment on the goals and timeline of the project
• Allocation of accountable team to support the planning and implementation stages
• Definition and formalization of the business flows that need to be changed/automated to achieve them
• Sustainable plan of working out new habits

Let’s discuss these points one by one and define the actionable items.

Full version originally published at https://twistellar.com.