1. What Are the Key Business Goals We Want to Achieve with Salesforce?

Before diving into Salesforce’s powerful features, you must first clarify your business objectives. Are you aiming to enhance sales efficiency, improve customer service, streamline operations, or optimize marketing campaigns? Without a well-defined goal, it is easy to get lost in unnecessary customizations.

At JSBC Labs, we take the time to understand your unique business goals. That way, we can tailor Salesforce to act as a strategic driver for growth, rather than just another software tool.

2. What Existing Systems Will Need to Integrate with Salesforce?

Since most businesses use multiple tools, Salesforce will likely need to integrate with other systems such as your ERP, accounting software, or marketing automation platforms. Without proper integration planning, data silos can become a major challenge.

At JSBC Labs, we specialize in integrating Salesforce seamlessly with existing systems. As a result, your data flows smoothly, creating a unified ecosystem that enhances productivity.

3. How Will Data Migration and Data Quality Be Managed?

Data is the foundation of your Salesforce system. Therefore, ensuring a smooth and accurate data migration process is crucial. Do you have a plan for cleaning, organizing, and structuring your data before migration? If not, you may face inconsistencies and data quality issues down the line.

Our team at JSBC Labs has extensive experience in data migration. We ensure that your data is accurately transferred, cleaned, and optimized, setting a solid foundation for your Salesforce environment.

4. Who Are the Key Stakeholders and Users

Because different teams will use Salesforce differently, identifying key stakeholders early on is essential. While the sales team may prioritize pipeline tracking, customer service may need a ticketing system. Therefore, it is important to gather input from various departments to ensure a well-rounded implementation.

JSBC Labs works closely with your stakeholders to configure Salesforce according to each team’s needs. As a result, you get a tailored solution that benefits your entire organization.

5. What Are Our Customization Requirements?

Although Salesforce offers many built-in features, every business has unique requirements. Do you need custom workflows, reports, automation, or objects to align Salesforce with your operations? If so, identifying these needs early will prevent unnecessary delays.

At JSBC Labs, we excel at customizing Salesforce to fit your business. Whether it’s automating workflows or creating custom dashboards, we ensure the platform works in a way that maximizes efficiency.

6. What Is Our Budget and Timeline for Implementation?

For a successful implementation, you need a well-defined budget and timeline. Otherwise, unexpected costs and delays can derail your project. In addition to the initial setup, consider the costs of training, support, and potential future upgrades.

At JSBC Labs, we help businesses set realistic budgets and timelines. Through a transparent approach, we ensure that your project stays on track and delivers maximum ROI.

7. What Is Our Plan for User Training and Adoption?

Even the most powerful system is ineffective if users do not adopt it. Thus, having a structured training and change management plan is essential. Will your team need hands-on workshops, self-paced learning, or ongoing support?

JSBC Labs provides customized training programs that empower your team to use Salesforce effectively. Moreover, our change management strategies ensure smooth adoption and long-term engagement.

8. How Will Success Be Measured Post-Implementation?

Once Salesforce is implemented, how will you determine if it is driving the desired outcomes? Setting key performance indicators (KPIs) and tracking success metrics will help you measure effectiveness and identify areas for improvement.

At JSBC Labs, we take a data-driven approach to success. We help you define measurable KPIs so that you can continuously optimize your Salesforce system for better performance.

9. What Ongoing Support Will Be Needed?

Since Salesforce is an evolving platform, ongoing support is crucial for long-term success. Have you planned for system maintenance, troubleshooting, and updates? Without continuous support, system inefficiencies and outdated processes can slow you down.

With JSBC Labs as your partner, your Salesforce journey does not end after implementation. We provide comprehensive post-implementation support to keep your system optimized and aligned with your evolving business needs.

10. How Will We Ensure Security and Compliance?

Managing sensitive customer data comes with significant security and compliance responsibilities. Are you prepared to implement measures that align with industry regulations such as GDPR, HIPAA, or other data protection laws?

At JSBC Labs, we prioritize security and compliance. From setting up access controls to implementing encryption, we ensure your Salesforce instance is secure and meets all industry standards.