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Mastering Salesforce Implementation: Key Steps for Success

Overview

An effective salesforce implementation plan should be tailored to organizational objectives and strategies. It helps organizations to stay on the right path and achieve maximum results. Buying Salesforce licence is first step towards managing your CRM but devising a strategic implementation plan that reflects organization’s goals is the most critical step for achieving success!

Watch the Salesforce Best Practices thoughtcast video by Shobit Mittal, Head-Salesforce Practice at Datamatics and discover how to create an ideal Salesforce implementation plan that meets your organization’s requirements.

Key Takeaways

Make most out of your Salesforce subscription.

A successful Salesforce implementation plan reflects the goals and objectives of the organization.

Business Process Assessment - a critical step to simplify and automate operations.