Knowing where others in your shoes have most commonly made mistakes can create a much more time and cost efficient experience for you and your team. Read from Salesforce experts what their biggest mistakes during an integration were.
Regardless of the size of a business, one of the most crucial elements of a successful business structure is a strong sales department.
And in order to maintain a high level of customer relationship management (CRM) productivity in their sales teams, the vast majority of growing and enterprise companies of today base their sales processes around the Salesforce software platform, one of the leading CRM tools for business.
Since our work here at Docurated provides cohesive content solutions that directly help our clients’ sales departments, we wanted to learn more about Salesforce software integration. More specifically, we wanted to find some expert tips on the most common (and avoidable) mistakes companies face when utilizing the Salesforce platform in their sales processes. To do this, we asked 22 Salesforce software experts to answer this question:
“What is the biggest mistake organizations make when it comes to Salesforce integration (and what’s the correct approach)?”
We’ve collected and compiled their expert advice into this comprehensive guide to a executing a successful Salesforce integration. See what our experts said below:
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