{"id":3788,"date":"2026-10-20T17:53:09","date_gmt":"2026-10-20T15:53:09","guid":{"rendered":"https:\/\/www.yelido.be\/salesforce-implementation\/"},"modified":"2026-10-20T17:53:09","modified_gmt":"2026-10-20T15:53:09","slug":"salesforce-implementation","status":"publish","type":"page","link":"https:\/\/www.yelido.be\/en\/salesforce-implementation\/","title":{"rendered":"Salesforce implementation"},"content":{"rendered":"<section class=\"overflow-hidden acf-block-watermark acf-block-watermark-left acf-block-watermark-top acf-block acf-block-ets-banner acf-block-first\" id=\"block_53c8449b0a894\">\n  <div class=\"container  h-100\">\n      <div class=\"row h-100\">\n        <div class=\"col-12 col-lg-6 col-xl-5 align-self-center\">\n          <div class=\"my-5 my-lg-5\">\n                                      <h1 class=\"h1 lh-1\">Salesforce <span class=\"text-primary\">implementation<\/span><\/h1>\n                        <div class=\"content\">\n              <p>Setting up Salesforce is a decisive step to structure your business and centralise your customer data. But between licences, configuration and team training, the success of such a project depends above all on the method and the support you get.<\/p>\n            <\/div>\n                            <a class=\"btn btn-primary\" href=\"https:\/\/www.yelido.be\/en\/contact\/\" target=\"_self\">Contact<\/a>\n                                  <\/div>\n        <\/div>\n        <div class=\"col-12 col-lg-6 col-xl-7 position-relative\">\n                          <div class=\"start-0 top-0 position-absolute banner__background\">\n                  <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\"\n                       width=\"953\" height=\"1088\" viewBox=\"0 0 953 1088\" class=\"\">\n                      <defs>\n                          <linearGradient id=\"linear-gradient-banner\" x1=\"0.5\" x2=\"0.5\" y2=\"1\" gradientUnits=\"objectBoundingBox\">\n                              <stop offset=\"0\" stop-color=\"#ff4c00\"\/>\n                              <stop offset=\"1\" stop-color=\"#ff9144\"\/>\n                          <\/linearGradient>\n                          <clipPath id=\"clip-path\">\n                              <rect id=\"Rectangle_484\" data-name=\"Rectangle 484\" width=\"953\" height=\"1088\" fill=\"url(#linear-gradient-banner)\"\/>\n                          <\/clipPath>\n                      <\/defs>\n                      <g id=\"Groupe_de_masques_30\" data-name=\"Groupe de masques 30\" clip-path=\"url(#clip-path)\">\n                          <ellipse id=\"Ellipse_70\" data-name=\"Ellipse 70\" cx=\"769\" cy=\"566\" rx=\"769\" ry=\"566\" transform=\"translate(184 -675)\" fill=\"url(#linear-gradient-banner)\"\/>\n                      <\/g>\n                  <\/svg>\n              <\/div>\n            \n          <div class=\"slider_banner\">\n\n\n                          <div class=\"row slider-component position-relative mt-5\">\n\n                  <div class=\"col-12\">\n                      <section class=\"splide slide-is-alone\">\n                          <div class=\"splide__track\">\n                                  <ul class=\"splide__list\">                                      <li class=\"splide__slide\">\n                                          <div class=\"h-100 w-100 position-relative\">\n                                                                                        <div class=\"position-absolute top-0 end-0 banner__img_bg overflow-hidden\">\n                                              <div class=\"ratio ratio-1x1\" style=\"--bs-aspect-ratio:103%;\">\n                                                  <img loading=\"lazy\" decoding=\"async\" width=\"745\" height=\"620\" src=\"https:\/\/www.yelido.be\/app\/uploads\/2025\/09\/salesforce-banner.png\" class=\"w-100 img-fluid object-fit-cover\" alt=\"\" srcset=\"https:\/\/www.yelido.be\/app\/uploads\/2025\/09\/salesforce-banner.png 745w, https:\/\/www.yelido.be\/app\/uploads\/2025\/09\/salesforce-banner-300x250.png 300w\" sizes=\"auto, (max-width: 745px) 100vw, 745px\" \/>                                              <\/div>\n                                            <\/div>\n                                            \n                                            <div class=\"position-absolute translate-middle-y z-2 banner__slide__content_block text-bg-dark rounded-2 p-3\">\n                                                                                                    <div class=\"px-2 mt-2 img-fluid object-fit-contain\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"107\" height=\"74.898\" viewBox=\"0 0 107 74.898\">\r\n  <g id=\"salesforce-with-type-logo\" transform=\"translate(-0.28)\">\r\n    <path id=\"Trac\u00e9_41\" data-name=\"Trac\u00e9 41\" 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company. We are based in Li\u00e8ge, close to you!<\/p>\n                                              <\/div>\n                                                                                          <\/div>\n\n                                          <\/div>\n                                      <\/li>\n                                                                    <\/ul>\n                              <\/div>\n                              <div class=\"d-none d-lg-block position-absolute start-100 top-50 translate-middle\">\n\n                                  <div class=\"splide__arrows d-flex flex-column\">\n                                      <button class=\"splide__arrow--prev btn btn-outline-dark rounded-circle\">\n                                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16.502\" height=\"13.951\" viewBox=\"0 0 16.502 13.951\">\n                                          <g id=\"Groupe_559\" data-name=\"Groupe 559\" transform=\"translate(0 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fill=\"currentColor\"\/>\n                                          <path id=\"Trac\u00e9_149_-_Contour\" data-name=\"Trac\u00e9 149 - Contour\" d=\"M4.43,5.065a.633.633,0,0,1-.449-.186l-3.8-3.8a.635.635,0,1,1,.9-.9l3.8,3.8A.635.635,0,0,1,4.43,5.065Z\" transform=\"translate(8.898 0)\" fill=\"currentColor\"\/>\n                                        <\/g>\n                                      <\/svg>\n\n                                    <\/button>\n                                  <\/div>\n                              <\/div>\n                      <\/section>\n                  <\/div>\n              <\/div>\n\n          \n\n          <\/div>\n        <\/div>\n      <\/div>\n  <\/div>\n<\/section>\n\n\n\n    <section class=\"acf-block acf-block-content-summary\" id=\"block_37d13795de0a4\">\n        <div class=\"container\">\n            <div class=\"content__wrapper row\">\n                                    <aside class=\"content__summary col-12 col-md-3\">\n                        <div class=\"content__summary--mobile d-block d-md-none\">\n                            <label\n                                class=\"content__summary--label content__summary--title form-label h6 text-dark text-uppercase\"\n                                for=\"section-with-content-select-6ada6da80dfca\"\n                            >\n                                Summary                            <\/label>\n\n                            <select\n                                class=\"content__summary--select form-control\"\n                                id=\"section-with-content-select-6ada6da80dfca\"\n                                name=\"content__summary--select\"\n                            >\n                                <option value=\"\">Go to<\/option>\n\n                                                                                                            <option value=\"section-with-summary-6ada6da80e2d2\">\n                                            Make your project a success and avoid the pitfalls                                        <\/option>\n                                                                                                                                                <option value=\"section-with-summary-6ada6da80e2d6\">\n                                            The steps of a successful implementation                                        <\/option>\n                                                                                                                                                <option value=\"section-with-summary-6ada6da80e2d7\">\n                                            Salesforce implementation FAQ                                        <\/option>\n                                                                                                                                                <option value=\"section-with-summary-6ada6da80e2d8\">\n                                            A specialised IT partner                                        <\/option>\n                                                                                                                                                                    <\/select>\n                        <\/div>\n\n                        <div class=\"content__summary--desktop d-none d-md-block\">\n                            <p class=\"content__summary--title h6 text-dark text-uppercase\">Summary<\/p>\n\n                            <ul class=\"content__summary--list\">\n                                                                                                            <li>\n                                            <a\n                                                class=\"text-primary text-decoration-none\"\n                                                href=\"#section-with-summary-6ada6da80e2d2\"\n                                            >\n                                                Make your project a success and avoid the pitfalls                                            <\/a>\n                                        <\/li>\n                                                                                                                                                <li>\n                                            <a\n                                                class=\"text-primary text-decoration-none\"\n                                                href=\"#section-with-summary-6ada6da80e2d6\"\n                                            >\n                                                The steps of a successful implementation                                            <\/a>\n                                        <\/li>\n                                                                                                                                                <li>\n                                            <a\n                                                class=\"text-primary text-decoration-none\"\n                                                href=\"#section-with-summary-6ada6da80e2d7\"\n                                            >\n                                                Salesforce implementation FAQ                                            <\/a>\n                                        <\/li>\n                                                                                                                                                <li>\n                                            <a\n                                                class=\"text-primary text-decoration-none\"\n                                                href=\"#section-with-summary-6ada6da80e2d8\"\n                                            >\n                                                A specialised IT partner                                            <\/a>\n                                        <\/li>\n                                                                                                                                                                    <\/ul>\n                        <\/div>\n                    <\/aside>\n                \n                <div class=\"content__sections col-12 col-md-9\">\n                                                                        <span id=\"section-with-summary-6ada6da80e2d2\"><\/span>\n                        \n                        <h2 class=\"h4\">Salesforce implementation: make your project a success and avoid the pitfalls<\/h2>\n<p>Installing Salesforce is not simply a matter of buying licences and activating a few modules. A successful <strong>Salesforce implementation<\/strong> turns this powerful tool into a system fully adapted to your processes, your business and your teams. Without a clear method, you risk investing a lot&#8230; and ending up with a tool that does not deliver the expected value.<\/p>\n                                                                        <span id=\"section-with-summary-6ada6da80e2d6\"><\/span>\n                        \n                        <h2 class=\"h4\">The steps of a successful Salesforce implementation<\/h2>\n<ul>\n<li><u>Initial scoping<\/u>: Everything starts with understanding. Scoping workshops are used to gather your needs, map your business processes and define the project scope. This step makes sure that nothing important is forgotten and that every operational reality is carried over into the digital tool.<\/li>\n<li><u>Prototyping and validation<\/u>: Before moving into full development, it is advisable to create mock-ups or a pilot module. This lets your key users test the user experience and give immediate feedback. This principle avoids &#8220;coding in a vacuum&#8221; and ensures that the solution will be understood and adopted by those who use it every day.<\/li>\n<li><u>Development and configuration<\/u>: The <strong>Salesforce implementation <\/strong>continues with short development cycles (often called &#8220;sprints&#8221;). At the end of each sprint, a demonstration is held. You see your project take shape step by step, which makes it possible to correct or adjust at the right time. This agile method avoids unpleasant surprises and gives constant visibility on progress.<\/li>\n<li><u>Training and adoption<\/u>: Software only adds value if it is actually used. Training is therefore an essential step: hands-on workshops adapted to the different profiles (sales, managers, administration), clear documentation and time for questions and answers. This phase overcomes resistance to change and reassures your teams.<\/li>\n<li><u>Follow-up and scalability<\/u>: A <strong>Salesforce implementation<\/strong> does not stop on the day of go-live. Your needs change, and your platform must keep up. Planning post-deployment follow-up, with maintenance and responsive support, ensures that the tool always stays relevant. New features can be added over time, according to your priorities.<\/li>\n<\/ul>\n                                                                        <span id=\"section-with-summary-6ada6da80e2d7\"><\/span>\n                        \n                        <h2 class=\"h4\">Salesforce implementation FAQ<\/h2>\n<h3 class=\"h5\">How long does a Salesforce implementation take?<\/h3>\n<p>The duration varies with the implementation project. A limited project can be operational in a few weeks, while a broader implementation (several modules, specific integrations) spans a few months. What matters is moving forward in stages, with regular, high-quality deliveries, rather than setting an end date for the project at the very start.<\/p>\n<p>A regulatory or circumstantial deadline? We know how to adapt to meet it and deliver a working <strong>Salesforce implementation<\/strong> on time. Let us know about this kind of constraint as early as possible so that we can take it into account effectively.<\/p>\n<h3 class=\"h5\">Can I cut my costs by reducing project management and the exploratory phases?<\/h3>\n<p>We strongly advise against it. Many companies try to cut costs by limiting the time spent on scoping&#8230; but it is a false economy. Without clear business scoping, you risk ending up with a <strong>Salesforce implementation<\/strong> that is too generic and does not reflect your real processes. You are then likely to face frustration, unforeseen extra costs and harder adoption by your teams.<\/p>\n<h3 class=\"h5\">Can everything be implemented in one go?<\/h3>\n<p>It is possible, but rarely recommended. It is better to start a <strong>Salesforce implementation<\/strong> with an MVP (Minimum Viable Product): a first version that is reduced but functional, covering the essentials. You can then enrich the tool gradually without blocking the project or blowing the budget.<\/p>\n<h3 class=\"h5\">Is the Salesforce implementation finished once the software is in production?<\/h3>\n<p>No, because a <strong>Salesforce implementation<\/strong> lives and evolves. Your needs change, and the platform adapts to them. Planning post-project follow-up (maintenance, updates, adjustments) is essential to keep the tool effective and relevant to your business.<\/p>\n                                                                        <span id=\"section-with-summary-6ada6da80e2d8\"><\/span>\n                        \n                        <h2 class=\"h2 h4\">Contact Yelido for your Salesforce implementation<\/h2>\n<p>A successful <strong>Salesforce implementation<\/strong> combines method, rigour and long-term coaching. Scoping the needs, moving forward in stages, involving your teams and ensuring regular follow-up: these are the keys to turning Salesforce into a real growth driver.<\/p>\n<p>At Yelido, a <a title=\"Salesforce integrator\" href=\"https:\/\/www.yelido.be\/en\/salesforce-integrator\/\">Salesforce integrator<\/a> based in Li\u00e8ge, we support SMEs with a careful, pragmatic approach: regular demonstrations, tailored training and a team of 100% senior experts by your side.<\/p>\n                                            \n                        <p>Explore Salesforce with Yelido:<\/p>\n<ul>\n<li>How do you choose the right <a title=\"Salesforce agency\" href=\"https:\/\/www.yelido.be\/en\/salesforce-agency\/\">Salesforce agency<\/a>?<\/li>\n<li>Why choose <a title=\"Salesforce for SMEs\" href=\"https:\/\/www.yelido.be\/en\/salesforce-for-smes\/\">Salesforce for an SME<\/a>?<\/li>\n<li><a title=\"Salesforce training\" href=\"https:\/\/www.yelido.be\/en\/salesforce-training\/\">Salesforce training<\/a>: restore the value of your CRM with the right support<\/li>\n<li>When does a <a title=\"custom CRM\" href=\"https:\/\/www.yelido.be\/en\/custom-crm\/\">custom CRM<\/a> become essential?<\/li>\n<li>The benefits of <a title=\"custom management software\" href=\"https:\/\/www.yelido.be\/en\/custom-management-software\/\">custom management software<\/a> for an SME<\/li>\n<li>Yelido&#8217;s business-focused approach to any <a title=\"invoicing software for SMEs\" href=\"https:\/\/www.yelido.be\/en\/invoicing-software-for-smes\/\">invoicing software for SMEs<\/a><\/li>\n<li><a title=\"quote and invoice software\" href=\"https:\/\/www.yelido.be\/en\/quote-and-invoice-software\/\">Quote and invoice software<\/a>: a Salesforce module designed by Yelido<\/li>\n<\/ul>\n                                    <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n<div class=\"container\">\n<p class=\"has-small-font-size wp-block-paragraph\"><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Salesforce implementation: method and pitfalls %%sep%% %%sitename%%","_yoast_wpseo_metadesc":"A successful Salesforce implementation combines method, rigour and coaching: scope the needs, move in stages, involve your teams, follow up regularly.","_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_bctitle":"","_yoast_wpseo_canonical":"","footnotes":""},"class_list":["post-3788","page","type-page","status-publish","hentry"],"acf":{"service_type":"","service_name":"","service_audience":"","service_parent":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Salesforce implementation: method and pitfalls | Yelido<\/title>\n<meta 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