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Tools such as Salesforce have reinvented how companies interact with clients, build workflows, and expand their capabilities. But many still fail to meet expectations - roughly 50% - without the right kind of guidance to help them hit the ground running.

Here are 5 key questions we ask our clients as they launch digital transformations:

What's your vision for your future?

Without a defined plan or goal, implementing digital change is often a lot of effort with very little payoff, especially in terms of growing value.

Software applications may have revolutionized the way businesses grow, but using the technology isn't as simple as flipping a switch. The process can lead to obstacles without an understanding of how to plan for them. Trained experts begin by asking stakeholders to pinpoint key goals, such as increasing sales, automating processes, and improving client retention. And then they create a customized pathway that leads to higher success rates based on the individual needs of each client.

How will you overcome resistance to change?

One of the most common barriers to success is a fear of failure. When employees aren't prepared to take on digital transformations, implementation can often be ineffective. That's why customized training and early engagement are so important: The right partners know how to meet your staff where they are, empower them with the skills they need to succeed, and build a sense of confidence across teams.

Can you troubleshoot problems in data integration and migration?

When moving data from old systems to new ones - especially using digital products like Salesforce - businesses routinely face issues such as data loss, corruption, and duplication. Integration can be a complex process.

Certified specialists come prepared with solutions specific to your implementation plan. And each plan includes a comprehensive audit to verify and clean data prior to migration. They also guarantee seamless communication between new tools and older enterprise systems such as SAP, MuleSoft, ServiceNow, and NetSuite. The result: efficient, coordinated procedures and smooth data flow.

Are you equipped to customize without creating unnecessary complexities?

A great benefit of Salesforce is that it offers a wide range of possibilities for customization. But that also result in overcomplication, which reduces efficiency and makes system maintenance difficult.

Experts can provide robust strategies that start with leveraging built-in functions, then making adjustments to the software only when it makes sense, creating scalable configurations that are in line with your business needs. The right partner continues to evaluate to fine-tune platforms, consider new modifications judiciously to provide peak performance with minimal complexity.

Who's going to manage timelines and resources before they become an issue?

Underestimating time, money, and workforce can cause delays and false expectations. Make sure your implementation partner comes with the skills to manage your project and a plan that avoids overpromising. A successful partner offers reasonable schedules and knows how to strategically distribute resources, ensuring flawless execution that stays within budget.

Why choose SGS Technologie?

We are a certified Salesforce installation provider that can guarantee comprehensive solutions and effective adoption, all with optimal return on investment. We offer a precise and customized roadmap, smooth integration, full implementation, and expertise in data migration.

Contact us today to take the first steps toward growing your organization and building your future.