7 Biggest Salesforce Implementation Challenges and How to Overcome Them

Implementing Salesforce promises transformative benefits—but only if done right. This document delves into seven core challenges many organizations face during Salesforce deployments: lack of clear business objectives, data migration issues, user resistance, over-customization, integration gaps, insufficient testing, and weak change management. More importantly, it presents practical, proven solutions: defining measurable goals upfront; cleaning and governing data; involving end users; following best practices for customizations; planning integrations early; conducting rigorous testing; and maintaining ongoing communication. By embracing these strategies, businesses can turn common pitfalls into stepping-stones toward sustainable CRM success.
https://www.tntra.io/blog/salesforce-implementation-challenges-and-solutions/

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AL-FIRST & IP-ENABLED
ES

Critical
Salesforce
Challenges
Every Business
Must Solve

® www.TNTRA.IO

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AL-FIRST & IP-ENABLED
INNOVATION ECOSYSTEM

The Real Problem Isn’t the
Tech - It’s the Planning

+ Most Salesforce failures don't happen
because of the platform.

+ They happen because teams don't
define why they're using it.

+ Set clear, measurable business goals
before you start.

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AL-FIRST & IP-ENABLED
INNOVATION ECOSYSTEM

Dirty Data = Broken CRM

If bad data goes in, bad decisions
come out. Before migrating to
Salesforce:

Audit existing data

Es | Deduplicate and clean it

Define ownership and
rules for quality

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AL-FIRST & IP-ENABLED
INNOVATION ECOSYSTEM

If Users Hate It, They
Won't Use It

The #1 reason Salesforce fails?
Low adoption.

+ Involve users early
« Design role-based training

+ Celebrate quick wins so they see the
value

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AL-FIRST 8 IP-ENABLED
INNOVATION ECOSYSTEM

Too Much Customization?
Big Mistake

Yes, Salesforce is flexible. But over-
customizing it can:

Confuse Slow Increase
users performance costs

Start simple. Customize only when
it ties to your goals.

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AL-FIRST & IP-ENABLED
INNOVATION ECOSYSTEM

Disconnected Tools =
Disconnected Teams

If Salesforce doesn't integrate with
your other systems, it becomes
another silo.

+ Plan key integrations from day one
+ Use APIs and trusted middleware

+ Turn Salesforce into your single
source of truth

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AL-FIRST 8 IP-ENABLED
INNOVATION ECOSYSTEM

Skipping Testing =
Launching with Landmines

Rushing to go live? You're asking for
trouble.

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PA
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Test in Monitor
Involve post-launch
sandbox n
E real users to catch issues
environments
early

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AL-FIRST & IP-ENABLED
INNOVATION ECOSYSTEM

Salesforce is a Culture
Shift, Not Just a Tool

Poor communication = Low Adoption
+ Explain the “why”
+ Share timelines

+ Create champions who support and
inspire others

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AL-FIRST & IP-ENABLED
INNOVATION ECOSYSTEM

Recap - Turn Risks into
Results

Poor communication = Low Adoption

« Align goals before you build
« Clean your data

+ Prioritize user adoption

+ Integrate smartly

+ Test before launch

¢ Communicate constantly

Every challenge is a chance to build
smarter.

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AL-FIRST & IP-ENABLED
INNOVATION ECOSYSTEM

Need Help with Salesforce?
Let’s Talk.

Don’t just “install” Salesforce.
Implement it with clarity, care, and
customer focus.

Explore our Salesforce customization &
development services to make your CRM
vision a reality.

Book a Free Consultation on
Salesforce Implementation!

Let’s Connect!

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