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Top 6 Risks in Implementing Salesforce Sales Cloud

Jan 11 · 5 min read

Salesforce Sales Cloud is the dominant SaaS Salesforce Automation tool available on the market. It increases sales productivity and insight that can grow your business. But like most software products, it has to be configured and implemented to suit your unique business needs. Do you know the top risks associated with implementing Salesforce Sales Cloud? And if you know the risks, do you know what to do about it?

Salesforce Sales Cloud is what some consider Salesforce Management or Sales Force Automation (SFA). SFA is a category of software designed for sales personnel and sales management. It provides automated workflows that can streamline the sales process. It is one of the foundational tools for a company with a human-driven sales model to grow their business from sales leads, sales forecasts, and individual and team performance.

According to Salesforce, Sales Cloud offers several significant benefits. Salesforce Sales Cloud can:

  • help you close more deals

  • get you more leads

  • accelerate your productivity

  • give you the insight to make more meaningful decisions

To get the most out of Salesforce Sales Cloud, your implementation needs to be configured correctly for your sales needs, optimized for sales process best practices, and set up properly to help you meet your revenue objectives. But the value you get out of Salesforce Sales Cloud heavily depends on how you implement it and the integrations you build for it. Any implementation can have its risks and can result in a failed project. Read on to learn about the top 6 risks in implementing Salesforce Sales Cloud.

Here are the top 6 risks in implementing Salesforce Sales Cloud & what to do about those risks:

  1. A flawed hand-off process between Sales Cloud, Marketing Cloud, or Service Cloud. By using too many disparate systems with faulty integrations, you risk a poor hand-off between the organizations and a negative customer experience. This is why you should architect your existing systems, and the process flows upfront. A sound systems implementation partner will help you map out the customer experience, and process flows at the start to ensure a seamless experience for your users and customers.

  2. Lack of sales, lead management, and marketing expertise. Sales happen across the globe, directly with customers, and indirectly through partners. Some deal cycles are large, some require complex rules around quote configurations, and others are document & signature intensive. Sales and marketing have to flow together. How, when, and where to plug marketing data into and from Salesforce is the key for personalizing messaging at scale, encouraging high engagement in marketing and sales, and concentrating your efforts on the best prospects in your pipeline. A solid implementer has seen various scenarios like these and knows how to solve these problems most effectively, quickly, and cost-effectively on the platform.

  3. Unclear key performance indicators and metrics identified for your Sales Cloud implementation. And if you have clear KPIs specified, do you have your system configured to measure them easily? Metrics in sales are not optional. Having helpful analytics will enable you to focus on higher probability targets or open up further possibilities for revenue. Deeply experienced, capable partners have answered questions like these across a wide variety of clients and experiences – they will know the correct data to model, analyze, and visualize to give you intelligence above and beyond what you’re collecting through interactions alone.

  4. Uncertain budget & timing. If you bring on a systems implementation partner, they should quickly tell you how long it should take and how much it should cost based on similar use cases. Dive deep into this with them as many partners gloss over the details and end up over budget. They should quickly tell you how long it took and how much it cost. They should have a precise answer, and a vague response may be a warning signal that they may not have experience with similar use cases.

  5. Not knowing what is needed for integrations or underestimating integrations. There is a big difference between point-to-point integrations vs. in-depth integrations. Some organizations need quick point-to-point integration. Other organizations need deeper integration with ERP systems and more complex systems like Mulesoft, Informatica, etc. Depending on your needs, ensure you have internal or external staffing that has the right depth of integration experience and technical expertise.

  6. Inexperience with Salesforce and Sales Cloud. Your implementation will not run smoothly unless the implementers have experience with Salesforce. Furthermore, a solid implementation partner will easily know which tried, and true solution patterns make the most sense for a given problem or opportunity. They will drive the best solution that meets your needs and constraints (budget, schedule, time). They will push for the solution that works best, today and tomorrow.

Are you concerned about the risks associated with Salesforce Sales Cloud? Work with a trusted partner to ensure your implementation runs smoothly. theCodery is a Salesforce partner that has delivered many successful Sales Cloud implementations and has 5-star reviews on

We can help you implement Salesforce Sales Cloud to achieve the following results: 

  • Increase Customer Satisfaction: You can improve customer satisfaction and improve loyalty by allowing for customer interactions on any channel.

  • Improve Productivity: You can automate business processes and workflows to improve the productivity of your sales team.

  • End-to-end View of the Customer: You can gain visibility into each customer interaction, and agents can share that information across the team to have a seamless customer experience.

  • Track Metrics and KPIs: You can get insights quickly with custom reporting and dashboards to quickly determine the health of your sales business.

  • Improve Processes: Build sales processes within a scalable architecture to transform and grow your sales.

  • Efficient Prospecting: Integrate marketing data into Sales Cloud to ensure your sales team reaches out to prospects at the right time.

  • Enhance Performance:  Advance deals through the sales funnel, improve your close rate, and improve your profitability.

  • Track Objectives Proactively: Get sales insights quickly with robust reporting and custom sales dashboards so you can quickly and accurately gauge the health of your sales funnel.

  • Eliminate duplicated effort: Streamline integrations and redundant sales tooling through an effective integrated solution.

theCodery understands sales and sales operations functions. theCodery can offer a personalized approach for your Sales Cloud implementation while leveraging our deep sales best-practice expertise to ensure you get the most value from your implementation. Whether you are trying to broaden your development capabilities, integrate unfamiliar tools, or create new applications, theCodery has a proven track record in Sales Cloud implementations.

If you have any questions about theCodery or our Sales Cloud clients, please reach out to us at:

theCodery: Accelerate your time-to-value on Salesforce Sales Cloud with a trusted partner that delivers scalable architectures that are tailored to delight your customers.

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