Perhaps the initial implementation was rushed, under-resourced, or lacked strategic direction. Or maybe your business evolved beyond the Salesforce configuration. You’re not alone!
We’ve had many organizations come to us saying their Salesforce system, despite its inherent power, is underperforming. That’s where Salesforce reimplementation comes in. Here’s a checklist to know if your Salesforce is requesting a reimplementation.
Recognizing that your Salesforce instance needs more than just a tweak can be challenging. Often, businesses try to patch problems or implement workarounds, only to find the core issues persist. From Navsoft’s experience working with hundreds of clients, here are the critical signs that a comprehensive re-implementation might be your best path forward:
This is a classic red flag. Does your team find Salesforce too complex to use for their daily tasks? Do they revert to spreadsheets or their old habits? This could be more than a training issue. It indicates a misalignment between the system and user needs.
At Navsoft, we have helped hundreds of companies reimplement Salesforce and realize its actual value. We address every challenge you face and provide you with a successful turnaround.
We start with a fit/gap analysis to identify architectural flaws, data quality issues, technical debt, inefficient processes, security vulnerabilities, and areas of user frustration. This provides us with key insights for the reimplementation strategy.
Based on our findings from the audit, we create a reimplementation roadmap that outlines clear objectives, scope, realistic timelines, resource allocation, data strategy, and critical success factors.
We don't just replicate old, broken processes in a new shell. Our Salesforce consultants work closely with you to critically review and optimize your core business workflows before configuring them in the revitalized Salesforce instance.
Data is the foundation for insights. We clean your existing Salesforce data, restructure the data model for optimal performance and reporting, and securely migrate relevant historical data.
According to Navsoft’s experience, often, the best path forward involves a "clean slate" for core configurations. We rebuild key aspects of your Salesforce CRM, such as custom objects, fields, page layouts, validation rules, workflow automation, and approval processes.
Sometimes, the Salesforce implementation is burdened by inefficient or outdated custom code. Our Salesforce developers review and optimize it. If required, they develop new custom functionalities for better performance.
We assess all existing integrations with other business systems. If we find anything unnecessary or problematic, we decommission it and rebuild essential integrations with modern integration patterns.
A technically perfect reimplementation will fail without user buy-in. That’s why we develop a detailed change management plan to prepare your organization for the new system.
We provide dedicated support to address any initial issues, monitor system performance and user adoption, and work with you to continuously optimize your Salesforce.
A strategic re-implementation with Navsoft can transform your underperforming CRM into a growth-driving asset it was always meant to be.
Transform My Salesforce!Salesforce reimplementation is more than simple fixes or customization. It’s a complete overhaul that remodels its architecture, data model, processes, and customizations. More than optimization, it’s a rebuild according to your business needs.
| Feature/Aspect | Salesforce Reimplementation | Salesforce New Implementation | Salesforce Optimization |
|---|---|---|---|
| Primary Goal | A strategic overhaul and "rebuild" or "reset" of an existing Salesforce environment to align with current and future business needs, leveraging lessons learned from past challenges. Addresses systemic, foundational issues. | Setting up a Salesforce environment for the first time, from the ground up, to meet initial business requirements. | Targeted improvements to specific areas of an existing, largely functional Salesforce org to enhance performance, usability, or add minor new functionalities |
| Scope | Broad and deep; involves a fundamental rethinking of architecture, data model, processes, and customizations. Often means "starting clean" with core configurations. | Broad; covers all aspects of setting up a new Salesforce instance, including initial configuration, data model design, process automation, and user setup. | Narrow and specific; focuses on improving particular features, reports, workflows, or data sets. It does not typically involve foundational changes. |
| Starting Point | An existing, often underperforming Salesforce. | No existing Salesforce instance. | An existing, largely functional Salesforce org that requires specific refinements. |
| Data Considerations | Cleanse, migrate, or archive existing data. Lessons learned from existing data quality issues. | No existing data to migrate, unless from legacy systems. Focus on establishing data structure and input mechanisms. | May involve data cleanup within specific areas, but not typically a broad data migration or archiving effort. |
| User Experience | Existing user experiences, both good and bad, are critical inputs, informing how the rebuilt system should address pain points and leverage successful elements. | No prior user experience with Salesforce to draw upon. Focus on designing an intuitive and efficient experience from the outset. | Focus on improving specific aspects of the user experience related to the targeted enhancements. |
| Problem Addressed | Systemic issues, architectural flaws, outdated processes, poor adoption, or a Salesforce instance that no longer aligns with business strategy. | Lack of a CRM system or a need to transition from a different system to Salesforce. | Minor inefficiencies, specific user complaints, new reporting needs, or the desire to leverage recently released Salesforce features in a targeted way. |
| Typical Outcome | A cleaner, more efficient, more user-friendly, and strategically aligned Salesforce system designed for long-term success, incorporating best practices and new features. | A foundational Salesforce system that supports initial business processes and provides a platform for future growth. | A more refined and slightly improved Salesforce experience in specific areas, leading to increased efficiency or functionality for particular tasks. |
| Analogy | A carefully planned "rebuild" or "reset" of a house, addressing foundational issues and outdated structures. | Building a new house from scratch. | Renovating a specific room or adding a new appliance to an existing house. |
Even with reimplementation, it is likely to repeat previous mistakes or encounter new challenges that create further problems. Navsoft helps you navigate these potential pitfalls and get a proper fresh start:
Businesses often fail to understand where they went wrong with the initial implementation, leading to similar design flaws or strategic misalignments.
Navsoft’s Solution: Our Salesforce Audit & In-Depth Health Check phase is specifically designed to understand past failures and ensure these lessons inform every aspect of the reimplementation strategy.
We’ve seen many businesses rush into a solution without a deep understanding of the root causes of current issues or clearly defining their requirements.
Navsoft’s Solution: We invest heavily in upfront analysis and business process re-engineering to ensure the new solution addresses real needs.
Businesses treat data migration as an afterthought. This leads to bad data entry in the new system, causing improper reporting.
Navsoft’s Solution: We place a strong emphasis on data strategy from the outset, including comprehensive cleansing and mapping.
Instead of truly redesigning, many businesses simply lift and shift old, inefficient processes and bad configurations into a cleaner system.
Navsoft’s Solution: A reimplementation is a great opportunity to optimize your inefficiencies. Our Business Process Re-engineering service ensures we build for your future state.
Many businesses add or change requirements, which derail the project timeline and budget.
Navsoft’s Solution: Our clear initial roadmap, combined with an agile approach to accommodate necessary changes through a defined process, keeps the project on track.
Build a system that drives growth, delivers clear insights, is loved by your team, and actually works for you.
Reimplement Salesforce!Having the right partner by your side is paramount when it comes to getting the most out of your Salesforce investment. Navsoft brings the expertise, strategic vision, and commitment necessary to transform your struggling Salesforce into a high-performing asset.
Navsoft has been in the industry for decades and has worked with hundreds of clients. We have acquired in-depth knowledge by working on multiple Salesforce projects, and this helps us provide you with the right fit.
Navsoft is a certified Salesforce partner, and our team comprises certified Salesforce implementation consultants, administrators, developers, and architects who possess deep, up-to-date knowledge of the platform and its various clouds.
We see reimplementation not just as a technical fix but as a strategic business initiative. Our primary focus is on aligning your Salesforce platform with your core business objectives to drive tangible ROI.
We have a track record of helping businesses revitalize their Salesforce across various industries. We have developed a structured, yet adaptable, methodology that allows us to stay flexible while ensuring the project stays on track.
Data is at the heart of Salesforce. It’s the foundation for actionable insights and reporting. We have dedicated teams to handle data cleaning and migration, ensuring you get the most out of Salesforce.
Our goal is to provide you with a clean, optimized, scalable, and maintainable Salesforce environment rather than just quick fixes. We build for the future.
At Navsoft, we provide everything from Salesforce consulting to post-launch support under one roof. Here’s our range of services:
Our Salesforce consultants can analyze your business processes to suggest the best path forward. We create a strategic roadmap to help you navigate your Salesforce journey.
For businesses embarking on their Salesforce journey for the first time, we can ensure smooth implementation and help you get the right fit.
Connect Salesforce seamlessly with your ERP and other critical business systems. Get access to critical insights and reports in one place.
Let us help you customize Salesforce by building custom apps on the Lightning Platform. Extend your Salesforce capabilities.
Our ongoing data management services include data cleansing, deduplication, and establishing best practices for data integrity.
We offer ongoing managed services and post-launch support to ensure your Salesforce instance continues to perform optimally.
If your current setup is holding you back instead of pushing you forward, it's time to redefine your CRM's role. Let's build a Salesforce environment that’s truly future-ready.
Start My Reimplementation!
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