Research shows that anywhere from 30-60% of all Salesforce or other CRM projects fail. For the majority, the issues lie in not knowing how to set up a Salesforce CRM. While a powerful and effective sales tool, Salesforce implementation requires forethought and planning to allow your CRM to live up to its potential.
We talked with one of NuGrowth’s CRM Administrators, Patrick Bellish, about some of NuGrowth’s best practices for how to set up Salesforce the right way.
1.) Designate a point person
Patrick and his team first recommend designating a point of contact in your organization. This individual will manage the overall setup and be the “go-to” internally and externally for Salesforce-related questions and concerns. “