9 common Salesforce CRM integration mistakes to avoid
Customer Relationship Management (CRM) software is crucial for companies to manage client or customer interactions. Traditional CRM methods cannot handle the massive influx of data, making CRM software indispensable. Several CRM systems, like Salesforce, help ease interactions, streamline processes, and boost profitability. That said, the effectiveness of any software, in this case, Salesforce, only shines through when it’s integrated and implemented well. For that, common mistakes during Salesforce CRM integration should be avoided.
1. Customizing Salesforce prematurely or hastily
Salesforce CRM technology is powerful and versatile, so it is best to understand its fundamentals first and then give it time to integrate into one’s workflow effectively. Companies often try to customize the system prematurely, and overwhelming the system with extensive customizations right from the start can often be counterproductive. So, it is best to make tweaks over time. Customizations can be implemented later in phases and as and when needed, gradually easing users into the changes gradually. The team, too, can then work on a few adjustments at a time and get used to the evolving setup.
2. Disregarding the need for new or better processes
There are instances where teams try to force their old system into the new one or tend to disregard the need for change.