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Are You Setting Your Salesforce Up For Failure?

By 2nd March 2022February 14th, 2024Information

Are You Setting Your Salesforce Up For Failure?

Salesforce can be an amazing platform that, when used correctly, can help catapult your business to success.

It offers a streamlined process that facilitates tracking, reporting and communication between your business and its customers.

But, like any software platform, it’s only as good as the person setting it up – and if you’ve set it up incorrectly, you could find yourself closer to failure than to success.

Here are some of our best tips that should help any business set up its Salesforce account for long-lasting success.

1. Don’t be scared to call in experts

When you’re starting to use a new platform, don’t be scared to hire a consultant to help you get started – after all, they will know Salesforce far better than you and can teach you whatever you need to know.

Hiring and learning from consultants can be pricey, but in the long term, it’s better to learn from experts rather than trying to figure everything out by yourself.


They will have valuable external knowledge and bring a whole new perspective, which is always beneficial in business.

2. Get buy-in at all levels of your company

New platforms don’t work unless everyone is on the same page, so make sure you have buy-in from employees at all levels of your organisation.

It’s especially important to not ignore the needs of the people who will be using the platform the most, which usually won’t be you and other managers.

Have salesforce champions in every team and provide training opportunities for employees. This will allow them to gain the knowledge they need to make your Salesforce platform a success.

3. Invest in people and resources from the very beginning

Whether you’re spending money on staff, training, or additional resources, these early investments will make a big difference to the success/failure of your Salesforce.

You can also make the most of some of the free resources that Salesforce offers, but they won’t always give you the personalised information specific to your businesses’ success.


4. Try to avoid thinking short-term, make sure to plan ahead

Our final tip is that if you want to get the most out of the platform, you need to think ahead as much as possible.

Have a solid plan and don’t just wing it as you try to set your Salesforce up. By taking your time and not taking on too much, too quickly, you’ll find it much easier to get the most out of the platform.

Get in contact with us today and find out how SalesPresenter can help improve and further benefit your sales process!

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Ben Furby

Author Ben Furby

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