Expert Insights: Types of Salesforce Implementation and Best Practices

April 6, 2023

Implementing Salesforce can be a complex process that requires careful planning, implementation, and training for its success. The implementation process can also be challenging, with failure rates ranging from 30% to 70%. It is important to invest in the right partners and consider the needs of end-users in the change management process to increase the chances of success.

In this article, we'll explore various ways to implement Salesforce into your organization and share some tips that we've learned while collaborating with dozens of businesses helping them with implementation and advanced development. Our goal is to help you execute a successful implementation project.

Types of Salesforce Implementation

1. In-House Implementation

Implementing Salesforce entirely in-house is rare, but some smaller or mid-sized organizations and even enterprises attempt a fully in-house Salesforce implementation project. However, this approach has high potential for technical debt and often takes much longer due to the learning curve. This approach also limits the team's options in terms of the features and tools they can build quickly.


• Upfront costs are low

• Will motivate your team to learn a lot about Salesforce quickly


• High potential for technical debt

• Often takes much longer due to the learning curve

• Limits your options in terms of the features and tools your team can build quickly

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2. Third-Party Implementation Partners

There are many Salesforce implementation partners, like QuantumRhino, and tools out there that provide end-to-end services, from helping you plan your CRM through training and even maintenance afterward. These partners can help you create a customized system you need faster, better, and with greater foresight than you could on your own.


• Faster than trying to do it in-house

• Provides assistance with organizational change

• Provides insights and helps you identify tangible business benefits that you didn’t know Salesforce could address

• More customized Salesforce instances


• Higher upfront costs

• Choosing the right partner can be overwhelming sometimes

3. Hybrid Implementation Approach

A hybrid approach is a combination of in-house and third-party implementation. For example, many enterprise organizations bring in an implementation partner for planning, building, and data migration and have a robust training department that is eager to take on the CRM training portion.


• Flexible

• Likely less expensive than investing in an end-to-end Salesforce implementation partner

• Builds in-house experts that you can rely on for Salesforce maintenance and support issues


• Requires additional work on your end

• Can be tricky to decide which parts of the implementation should be outsourced to a partner and which should be kept in-house

Steps for a Successful Salesforce Implementation Project

1. Plan your organizational change management strategy

Change management is a crucial part of any successful CRM implementation. You need to have a clear plan in place for how you will communicate with stakeholders, manage resistance, and support employees through the transition. Having a structured and thought-out plan will help ensure the implementation move along seamlessly.

2. Migrate your CRM data

You’ll need to ensure that your data is properly migrated to Salesforce. This is a critical step as your CRM data is the foundation of your system. You need to ensure that all your data is properly mapped and that any duplicates are removed, helping ensure less rework once migration occurs.

3. Roll out features gradually

Salesforce has a lot of features, and it can be tempting to try to use them all at once. However, it's best to start with the features that will have the biggest impact on your organization and roll out additional features gradually. Remember, eating the whole cookie at once isn’t always the most fun after, save some for future rollouts and needs!

4. Invest in employee training

Proper employee training is critical for the success of your Salesforce implementation. You need to ensure that your employees know how to use the system and are comfortable with its features. This will help to increase adoption and ensure that your organization is getting the most out of your investment.

5. Provide proper CRM maintenance & support

Once your implementation is complete, you need to ensure that you have proper maintenance and support in place. This will help to ensure that your system is always running smoothly and that any issues are addressed quickly. With a great partner you can increase your Salesforce experience for years to come, ensuring your org runs smoothly and efficiently.

Wrapping it Up

Salesforce implementation can be a complex process, but by following these steps and investing in the right partner, like QuantumRhino, can increase your chances of success. It's important to remember that change management, employee training, and proper maintenance and support are critical components of a successful implementation.

Reach out to QuantumRhino today to schedule a free 15 minute demo and see how we can help with your Salesforce implementation experience.

Ready to Elevate Your Business?

QuantumRhino has worked with some of the nation's largest law firms, home builders, and tech leaders. Reach out to us today to schedule a 15 min demo and see where we can elevate your technical experience.

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