Why Salesforce Implementations Fail and How Business Assessment Can Help You Achieve Success

April 6, 2022

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The saying “no pain, no gain” came up a long time ago, but it seems like it was something that goes well for Salesforce implementations and other digital transformations.

Whether it is Salesforce implementation, culture change, or system integration, anything like this could be a pain when you are not aware of what changes these will bring.

Without a deep understanding of your capabilities, you won’t know what needs to change in your business. And you certainly won’t know how to change. That’s where a value maturity assessment comes in.

When you don’t have an understanding of your business status and capabilities, you won’t get any idea about what things in your business requires to change. And certainly, that’s the kind of assessment for which you need Salesforce consulting service. All you need is certified professionals to conduct value maturity assessments for your business.

Value Maturity Assessment Before Salesforce Implementations

Before you start implementing Salesforce, you need to define pragmatic and clear business goals to achieve the transformation you seek. This will further help you to identify the challenges and gaps that you could cover with the new system implementation. This kind of assessment is known as value maturity assessment.

Salesforce professionals can help conduct this assessment and help customers create a business value map with the following components:

Business goals: This will help determine the primary outcomes the business hopes to achieve with Salesforce implementation.

Example: Improve customer satisfaction to achieve a reduction in attrition by 5%.

Business objectives: It includes the strategies to be followed to achieve your business goals. These objectives should relate to the SMART framework — meaning they should be specific, measurable, achievable, relevant, and time-based.

Example: Provide excellent service and sell 5% more products in industrial widgets.

Business capabilities: It includes the capabilities of your company responsible to drive top-line and bottom-line value from your Salesforce implementation.

Example: Customer journeys with life events.

Success metrics: These are the quantifiable measures used to track progress towards your business goals and objectives.

Example: Average case resolution time.

Which Business Capabilities To Assess for Salesforce Implementations

These capabilities include:

Vision and strategy: It will be the North Star of the project that includes your business goals and objectives.
Operating model: Your decision-making process and team structure.
Governance: This will be the guide that reduces risk and allow your team to move the implementation swiftly.
Change management: The programs responsible to maintain and continue to develop new solutions and accommodating new Salesforce updates.
Architecture: The Salesforce solution design that the user needs to understand and adopt best practices
Business processes and value: Identify and understand the business processes and map them to your Salesforce capabilities to unlock additional value with the implementation.