Salesforce Implementation Experts

Salesforce may be one of the most powerful tools a company can wield, but a successful implementation involves careful planning, execution, and ongoing support.

Macro is proud to have a well-rounded team equipped with a large array of skills and knowledge perfectly suited for a successful Salesforce rollout:

  • project management
  • technical development
  • data management
  • quality assurance
  • training
  • customer support
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Marketo Consulting

Growth & efficiency with Macro & Salesforce

There are many reasons why Salesforce is considered a MarTech powerhouse and Macro is more than capable of helping any business enhance customer experiences, streamline operations, and provide the tools needed for growth and efficiency.

Here are some key reasons why businesses turn to Salesforce:
  • Comprehensive CRM Capabilities - a wide range of tools to manage customer relationships, from tracking leads, managing and in-depth customer data analysis to forecasting sales.
  • Scalability and flexibility for any type of business and internal workflow
  • World-class customer engagement proficiency - advanced digital marketing capabilities and customer feedback tools
  • Outstanding analytics and reporting tools that provide valuable insights into all business areas performance
  • Integration capabilities: Salesforce integrates very well with numerous third-party systems, making it easier to streamline operations and maintain cohesive workflows
  • User-Friendly Interface: Salesforce is one of the most user-friendly systems, which reduces training time and improves user adoption.

      Salesforce implementation process

          Although MarTech implementation processes vary significantly due to the many factors that influence how organizations adopt and integrate marketing technology solutions and run their internal workflows, there are some standard points that Macro suggests to ease things up.

          Here are the key reasons why these processes are not uniform:
          • Organizations have unique marketing goals, customer bases, and operational structures, leading to varied requirements for MarTech solutions
          • Companies use multiple MarTech tools, which can create integration challenges. Each tool may have different compatibility requirements, making it difficult to achieve a seamless setup
          • Many businesses struggle to find qualified personnel to manage implementations effectively
          • The availability of internal resources — both human and technological — can greatly influence the implementation process
          • Some organizations fail to plan adequately, resulting in implementations that do not meet their needs or expectations
          • Implementing new technologies often necessitates changes in existing processes and workflows. Organizations that do not effectively manage this change may face resistance from employees, leading to underutilization of the new tools

          To overcome all these complex challenges and based on our vast experience, this is a step-by-step process that Macro will walk you through:
          1
          Define Objectives and Gather Requirements
          Actions:
          • Discuss core goals with stakeholders to identify internal challenges
          • Document daily activities and workflows from various departments
          • Establish success metrics to evaluate the implementation
          Skills Required:
          • Business Analysis: Ability to gather and analyze requirements
          • Stakeholder Management: Skills to engage and communicate with different departments
          2
          Create a Project Plan and Budget
          Actions:
          • Develop a detailed project schedule outlining key phases
          • Estimate costs and allocate resources accordingly
          Skills Required:
          • Project Management: Proficiency in planning, scheduling, and budgeting
          • Financial Acumen: Understanding of cost estimation and resource allocation
          3
          Assemble the Implementation Team
          Actions:
          • Identify key stakeholders and assign roles (e.g., project manager, Salesforce admin)
          • Consider hiring certified Salesforce partners for expertise
          Skills Required:
          • Team Leadership: Ability to manage diverse teams and roles
          • Salesforce Expertise: Knowledge of Salesforce functionalities and best practices
          4
          Data Migration Planning
          Actions:
          • Assess existing data for accuracy and completeness
          • Define guidelines for data naming conventions and avoid duplication
          Skills Required:
          • Data Management: Skills in data cleansing, migration, and validation
          • Technical Proficiency: Familiarity with Salesforce data import tools
          5
          Build and Configure the System
          Actions:
          • Conduct discovery sessions to understand system requirements
          • Build the Salesforce environment according to documented specifications
          Skills Required:
          • Technical Development: Proficiency in Salesforce configuration and customization
          • Agile Methodology: Familiarity with agile practices for iterative development
          6
          Testing Phase
          Actions:
          • Perform User Acceptance Testing (UAT) with stakeholders
          • Address any issues or bugs identified during testing
          Skills Required:
          • Quality Assurance: Skills in testing methodologies and bug tracking
          • Attention to Detail: Ability to identify issues in configurations or workflows
          7
          Rollout Strategy
          Actions:
          • Develop a rollout plan that includes training sessions for end-users
          • Gradually introduce features to minimize disruption
          Skills Required:
          • Training Facilitation: Ability to create training materials and conduct sessions
          • Change Management: Skills in managing user adoption and addressing resistance
          8
          Ongoing Support and Maintenance
          Actions:
          • Establish a support plan for ongoing maintenance of the Salesforce system
          • Regularly update users on new features or changes in processes
          Skills Required:
          • Customer Support Skills: Ability to assist users post-deployment
          • Continuous Improvement Mindset: Focus on optimizing system performance based on user feedback

          Why Macro

          Macro is a natural extension of your B2B global marketing team. As an agency with team members and resources located around the world, we know exactly what your challenges are and how to tackle them.

          Global marketing teams that work with us see the following benefits
          • Agile resources to operationalize GTM strategy
          • Faster execution of projects with flexibility
          • More value from your marketing tech investments
          • Cost-effective campaigns, better engagement and more qualified leads
          Don’t just take our word for it — check out the case studies of clients who have benefitted from our services.

          Bonus Tips

          Consider partnering with a B2B marketing agency specializing in your industry that understands the market. At Macro, our expertise can help you get more value from your tools investments and implement solutions that accelerate your growth.

          Talk to Macro today, and we’ll help you get your marketing plan going!
          Explore Working Together

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