Orchid Connect

1. What’s your main goal with Salesforce implementation?

  1. Boost Sales
  2. Improve Customer Service
  3. Enhance Marketing
  4. Streamline Operations
  5. Other: ______

2. Do you have a dedicated Salesforce admin or team in place?

  1. Yes, we’ve got a superhero admin!
  2. Not yet, but we’re on the hunt.
  3. No, we need guidance on this.
  4. Our staff is wholly undedicated.

3. Have you identified the key stakeholders and decision-makers for this project?

  1. Absolutely, they’re ready to roll!
  2. Kind of, but we might need a strategy.
  3. Not yet, but we know where to start.
  4. No one makes decisions around here. 

4. Have you mapped out your current processes and workflows?

  1. We’ve got flowcharts for days!
  2. We’ve started but need to dig deeper.
  3. Nope, this is on our to-do list.
  4. We have all the processes and none of the maps. 

5. What’s your budget range for Salesforce implementation?

  1. We’ve got a solid budget in mind.
  2. We have a rough idea but need to fine-tune it.
  3. Budget? That’s a work in progress.
  4. No budget. Nope. 

6. Have you chosen a Salesforce edition (e.g., Sales Cloud, Service Cloud, Marketing Cloud)?

  1. Yes, we’re locked and loaded!
  2. We’re leaning towards one but could use advice.
  3. Not yet, still exploring options.

7. Do you have a timeline in mind for implementation?

  1. We’re ready to start ASAP!
  2. We have a general idea but need to finalize it.
  3. Timeframe? That’s a bit fuzzy right now.
  4. Next Friday sounds good to us. 

8. What’s your team’s enthusiasm level for this Salesforce journey?

  1. We’re pumped and ready for action!
  2. We’re excited but could use some motivation.
  3. We’re cautiously optimistic.
  4. Doubtful and pessimistic. Everything around here fails. 

Scoring: For every question 2-7 you answered 1 = 4 points, 2 = 3 points, 3= 2 points, 4=0 

20-24 – You’re ready. Ready means you’ve already done a lot of the thinking and planning, which makes all the difference between a successful and a failed implementation. 

15-19 – You’re almost ready. There are a few things you need to nail down. You could get some support on those – another set of eyes, an outsider, but you can also push through with your team. It’ll still be challenging, but the further you go, the easier this will be. 

11-14 – I’d get some support, but plan to take this up again next cycle. If you aren’t ready, it’s essential not to press until you are. It’ll only fail. 

0-10 – You’re fun. Self-awareness is key. There are a lot of places you can go to get in a better place to address some of these things. Check out our list of resources HERE for guidance. 

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