Salesforce offers unprecedented possibilities for an optimal 360-degree customer view to increase ROI and customer satisfaction. With the aim to work smarter, create a clearer overview, better insights, improved forecasting & give support to your employees.
It is sensible to immediately focus on the user-friendliness and direct benefit of the users and management during the implementation. Focusing on insights obtained from the overviews from Salesforce is the starting point, so that employees are better supported to perform, and processes are improved.
It is important to keep the implementation compact and to keep the focus on the above elements. Make improvements, extensions, and integrations in subsequent phases, so that the configuration after implementation remains clear and user-friendly.