Guide: 25 questions for your Salesforce project

When implementing Salesforce in your company, it is important to carry out comprehensive planning to ensure that all relevant aspects are taken into account and that your project runs smoothly. This applies regardless of whether you are carrying out the implementation in-house or bringing a Salesforce partner on board.

Here are 25 important questions that you should clarify within your company before starting a Salesforce project:

1. What business goals do we want to achieve by using Salesforce?

2. What specific challenges do we want to solve with our new Salesforce CRM?

3. Which departments, teams and stakeholders will use Salesforce? (Also consider suppliers, service providers, subsidiaries, etc.)

4. Which Salesforce features and modules are relevant to our requirements?

5. Do we therefore need a standard configuration or extensive customisation and development?

6. What type of data do we need to import into Salesforce and what is its quality?

7. What integrations do we need between Salesforce and other systems?

8. How do we want to map our sales processes/customer service/customer support in Salesforce?

9. What marketing and campaign features do we need in Salesforce?

10. What other processes and tasks do we want to handle in Salesforce? (For example, HR, accounting, production, etc.)

11. What reporting and analysis requirements do we have?

12. What security and access controls do we need to implement?

13. What roles and permissions should be defined in Salesforce?

14. How do we want to ensure user acceptance and training?

(It is also important for a project like this to address change management properly!)

15. What kind of support and maintenance do we need after implementation?

16. What resources do we need for the project (budget, personnel, time)?

17. Who will lead the project and what expertise is required?

18. Are there any internal or external stakeholders who need to be involved in the implementation process?

19. How do we want to define the project phases and milestones?

20. What risks and challenges could arise during implementation and what initial solutions could we implement?

21. How will we migrate data from existing systems to Salesforce?

22. How will we plan user acceptance testing and quality assurance?

23. What training measures will we implement for employees?

24. How will we ensure communication and information exchange during the project?

25. What success criteria will we use to measure the success of the project?

These questions should serve as a starting point for you to build a framework of answers that will help you with the further implementation of Salesforce.

You can refer back to your individual guide at any time to stay focused on your project.