Client data can be the most significant aspect of every organization’s operational presence because it contains not only essential details regarding their customers but also recommends potential opportunities. There are a number of CRM platforms on the market today, but only Salesforce has risen to enormous recognition and popularity. It is effective because it may be personalized by any individual to meet the needs of the organization. Salesforce B2B is an amazing tool for providing the finest possible level of online services. However, just like any B2B CRM installation, there are certain challenges in its implementation. 

Challenges in B2B Salesforce Implementation

Salesforce integration has its share of obstacles. In the era of digital transformation, you cannot risk damaging or destroying your essential business records. With any Salesforce investments, you need to first understand the most significant variables at play to position the company for a long-time ongoing growth. Some of the most prominent challenges faced during B2B Salesforce implementation are as follows: 

Data Mapping

When it comes to integrating Salesforce, many organizations find data mapping a challenge. To successfully integrate your data across multiple channels, it’s essential that you align the entries and attributes in order to properly complete the process. In the majority of cases, data fields are modified with respect to the application. To allow employees to operate on the combined system without difficulty, you must make sure they are in sync.

Having Auto-ID

A specific ID is created by default for every record you import and generate when Salesforce is integrated with a third-party system. Organizations often deal with challenges when data is migrated from old applications that already include IDs that link them to other data. It indicates that handling two distinct sets of Identifiers will be required when integrating data into Salesforce from a third-party platform.  

Data Migration

The majority of Salesforce integration concerns are focused on data migration. Basically, application integration involves no more than smooth data migration to give clients one integrated platform. Taking this into account, you must perform data migration using utmost caution and accuracy. The difference in storage facilities for various Salesforce versions is a prevalent issue organizations have when migrating data. Data migration will move the duplicate data to your Salesforce system if that specific third-party application has them.

Data Duplication

Even though you employ the most effective ETL systems for Salesforce integration, there is likely to be some data duplication. One of the most prevalent and time-consuming Salesforce implementation issues that organizations come across globally is dealing with duplicate data. Always use an interface that provides users with constraints and recognizes redundant data right away as it is processed. Engaging with duplicate data might damage your client associations and interfere with your organization’s operations.

Knowledge Regarding Data Limits

If you happen to incorporate Salesforce, you are likely aware of the fact that it operates in a multi-tenant setting. Users’ access to data is controlled by the CRM platform, which carries out the governing limitations that Salesforce APIs enforce. These APIs settle data access in just one request and over the course of only one day. As a result, Salesforce will present runtime errors all along the procedure if you exceed these restrictions. When linking the CRM with an independent system, make sure you are aware of all the limitations Salesforce imposes. This either lets you prevent unexpected events from occurring or helps prepare you to deal with them. 

Cost 

The initial setup of Salesforce, as well as continuous upgrades and maintenance, are often expensive. Organizations, particularly small and medium-sized companies, may find this to be their main concern. Budget your expenses and find ways to cut costs as you prepare for them. This involves making use of the capabilities and tools that Salesforce comes with out of the box, such as statistics and automated processes, which can cut down on the requirement for pricey customizations. Planning and budgeting for recurring expenses like maintenance and improvements is also essential.

Precise SCOPE Definition

The advantages of Salesforce can be best utilized when they are connected with additional business systems and programs. Understanding the range of integration is important in determining whether to offer an application in Salesforce or use a third-party service because Salesforce provides SOAP/REST services. In view of the built-in rest outcome, we might not always need to provide a Salesforce function for real-time data. There is a standard rest endpoint for every entity in Salesforce, preventing the need to create customized code. Salesforce authentication is also required before integrating Salesforce with different platforms.

Understanding the Out-of-the-Box Features

It is necessary to determine whether the needs could be fulfilled through novel Salesforce skills or interfaces and use them instead of building the code before opting for a Salesforce connection. A remote system can be accessed using instructions provided by a third-party data supply. In comparison to customized objects, external objects keep track of data other than in Salesforce. When you are working with a significant quantity of data that cannot be directly imported into Salesforce, external objects are the best option.

Selecting the Best Apps

Finding the best AppExchange (Free/Licensed) solution that suits your organization’s requirements and integrates with Salesforce is essential. The employees will save time and effort by selecting the best app, which will cut down on Salesforce development initiatives. It is advised to construct your own integration if neither of the available apps meets your needs. Additionally, managed and unmanaged packages are offered for AppExchange’s applications. It is important to keep in mind that modifications can only be made to unmanaged packages, not managed packages.

Proper Planning

Salesforce implementation is a continuous process. You are going to be required to regularly update, tidy and modify it to fit fresh applications. This implies that you’ll have to set aside resources to keep your Salesforce Health Cloud installation running. If such post-deployment services have not been accounted for, you run the potential of getting pushed into a reactive role wherein you’re continuously putting out flames brought on by customer feedback or broken processes. A competent Salesforce implementation provider will position you to achieve success so that you may handle everyday tasks on your own premises without taxing the resources of the organization.

Salesforce Consultancy Services to Solve Challenges

A B2B Salesforce Implementation can be overwhelming for certain organizations. A good Salesforce consultancy can help your organization in several ways by handling your Salesforce services and solving all the challenges along the way. Here are some of the services that are provided by a leading Salesforce consultant, CloudStreet.

 

Implementation 

Integrating an effective Salesforce solution throughout the organization requires thoughtful preparation and an execution approach. A Salesforce proficient is well aware of the need to substitute old and redundant methods with a single, integrated application that can upgrade your current operation and simplify the way your business functions. They can assist you with the Salesforce implementation, and that will modify how you run your operations, improve your capability to collaborate and interact and make it easier for a company to grow by creating beneficial bonds.

Integration

When it comes to connecting Salesforce with different advanced technologies, the consultants at CloudStreet are unbeatable. They can optimize integration applications and produce unique integration components designed to assist you in getting maximum value out of Salesforce. They might help the sales department in gaining accessibility to the various duties they require through the Salesforce platform. Also, you can enhance the way users interact by implementing unified login throughout every one of your applications.

Commerce Cloud

The Salesforce Commerce cloud solutions may serve as an all-inclusive eCommerce business choice. An experienced consulting group may help you develop a technical roadmap that will keep your organization one step ahead of other businesses and enhance your eCommerce skills. They tailor your Salesforce Commerce Cloud to your specific requirements so you can easily customize your payment features and enhance your clients’ experiences.

Marketing Cloud

Considering the development of digital devices and the widespread availability of technological advances, consultants can be hired to help you leverage the Salesforce Marketing Cloud according to your clients’ demands. They make sure that you can swiftly arrange and send emails with helpful data from the most recent statistics. Moreover, they integrate your Salesforce dashboard with your social media platforms.

Community Cloud

You can count on Salesforce Community Cloud services if you would like to find solutions to boost efficiency, deploy goods and services more swiftly, and enhance the client experience. Consultants have the opportunity to enhance the experience for each of your clients from beginning to end with an all-encompassing platform that gives you simple tools and an intelligent AI interface.

Sales Cloud 

Salesforce Sales Cloud seeks to digitize the sales procedure while enabling managers and salespeople to carry out specific activities efficiently. The consultants will also guarantee that you can employ the Salesforce Sales Cloud to establish a well-organized sales process. This means offering you permission to use an extensive amount of consumer data and making sure that the client’s interaction is as effective as needed.

What’s Next

When connecting Salesforce with independent or company-wide networks, it’s significant that you assess the challenges. Organizations may integrate Salesforce effectively and fully capitalize on its multiple benefits by having the challenges and their solutions in mind. You can successfully complete your Salesforce implementation process while achieving your organizational goals if you remain persistent during the entire process and skilled in handling data. CloudStreet is one of the leading Salesforce consultancy service providers that has been helping organizations over the years to get a smooth Salesforce implementation and experience with a multitude of services by experienced professionals. 

FAQs about Salesforce Implementation Challenges

1. Is CRM good for B2B?

CRM plays an important role in B2B marketing because it makes it possible for enterprises to keep track of customer data efficiently, generate leads, categorize clients, line up marketing initiatives, strengthen customer loyalty and trust, determine marketing effectiveness, and make decisions based on data. B2B CRM technologies offer an established platform to handle communications and connections with customers, both current and future. 

2. Is Salesforce similar to Shopify?

Both Shopify and Salesforce provide mobile-friendly layouts, but Salesforce Commerce Cloud’s mobile-optimized design is more elegant, including tools for developing mobile applications and a device-specific website search.  It’s important to understand that Shopify can’t match Salesforce Commerce Cloud’s scalability and customization options. 

3. What is the difference between B2B CRM and B2C CRM?

A B2B CRM only facilitates you to keep track of sales deals and carry out operations associated with sales. A B2C CRM contains all the elements necessary to implement and improve marketing strategy. When compared to B2C CRM, B2B CRM places a greater emphasis on an organization’s internal operations. 

4. What is the benefit of Salesforce B2B commerce?

Salesforce B2B commerce provides an easy-to-maintain platform that optimizes online shopping for corporate customers. It enables businesses to create individualized ecommerce shops designed for high-volume purchases, with a quick setup and a smooth, self-managing user interface that optimizes profitability.

5. What are B2B types of e-commerce?

Vertical and horizontal are the two types of approaches for B2B eCommerce. Businesses that are vertically integrated sell to clients in a certain sector. Using a horizontal method, you market to clients from a variety of industries.

6. Is Shopify a B2B or B2C?

Shopify is a B2B ecommerce platform with functions that let you accept B2B payment methods without initially needing to develop a completely separate shop. Shopify is a useful tool for businesses in both the B2B and B2C sectors. 

7. What is Salesforce B2B commerce lightning?

Salesforce B2B commerce lightning is the collection of dynamic features that allow you to develop and personalize the Salesforce B2B commerce experiences. The lightning interface was created as an all-encompassing system that makes use of data analysis, forecasting, and AI skills to help the marketing and sales departments find ideas, set and track KPIs, and make growth plans.