Author: Josh Tappin

So, you have finally decided to take the plunge and move away from your tired, complicated spreadsheets or your rigid, unforgiving CRM system. Great – Welcome to the world of Salesforce.

Implementing a Salesforce Sales Cloud instance or customizing and adapting is no easy task and shouldn’t be taken lightly. You should be looking to create a scalable system. So that when the business does grow, you don’t have to revisit and re-configure your existing functionality. Unless you are familiar with building Salesforce solutions then we would always recommend using a Partner to help you with this part as the scalability of the system is one of the key pieces to get correct – the first time around.

In this blog, I will hand over my 5 best tips that any business should take on board before making any moves inside the system based on previous projects and personal experience.

Continue reading “5 Tips When Implementing Salesforce Sales Cloud” →