As we approach 2024, a palpable sense of optimism pervades the market, buoyed by rising consumer confidence and technological advancements. Businesses are poised to capitalize on this upswing, with Salesforce emerging as a pivotal tool in navigating the evolving landscape. It’s crucial to ensure your Salesforce technology stack remains in optimal condition to seize the opportunities presented by the anticipated market uptick. Here’s a comprehensive step-by-step guide to achieving this:

Step 1: Assess Your Current Salesforce Tech Stack

Begin with a comprehensive evaluation of your existing Salesforce technology stack. Pay close attention to components, tools, and integrations, assessing their speed, efficiency, and reliability performance. Solicit feedback from team members to identify pain points and areas for improvement.

Key questions to answer in this step:

– How efficiently does your Salesforce tech stack perform?

– What gaps exist in your current Salesforce tech stack?

– How efficient are your integrations with other systems?

Step 2: Set Goals

Establish SMART goals aligned with your organization’s overarching objectives for 2024. Prioritize initiatives that support goals such as boosting sales revenue, improving lead conversion rates, enhancing customer retention, and shortening the sales cycle.

Key questions to answer in this step:

– What are your business objectives for 2024?

– How can Salesforce support your business objectives?

– Are your goals Specific, Measurable, Achievable, Relevant, and Time-bound?

Step 3: Stay Up-to-Date

Stay abreast of the latest trends and updates in Salesforce to gain a competitive edge. Regularly monitor tech news websites, industry publications, and blogs covering Salesforce and related technologies. Anticipate market shifts and adapt your Salesforce tech stack accordingly to meet evolving customer preferences and address emerging security threats.

Key questions to answer in this step:

– What are the recent Salesforce updates and new features?

– What are the emerging customer expectations and preferences?

– What security threats are emerging in the space?

Step 4: Cleanse Your Data

Ensure the accuracy and integrity of your Salesforce database by identifying and rectifying data quality issues. Utilize data quality tools or services to automate deduplication, standardization, and validation processes.

Key questions to answer in this step:

– What specific data quality issues do we face?

– What data quality standards should we establish for our Salesforce database?

– Are data formats and values standardized across the database?

Step 5: Make Your Tech Stack Scalable

Design your Salesforce tech stack with scalability in mind to accommodate future growth without performance bottlenecks. Implement architectures such as microservices, containers, or distributed systems to facilitate organic expansion.

Key questions to answer in this step:

– Is the current Salesforce tech stack scalable?

– Are high availability and load balancing ensured?

– What mechanisms are in place for scalability testing and monitoring?

Step 6: Choose the Right Salesforce Partner

Select a certified and specialized Salesforce partner with industry expertise and a track record of success. Collaborate with them to customize and optimize your Salesforce tech stack to align with your business processes and needs.

Key questions to answer in this step:

– Does the Salesforce partner have relevant certifications and specializations?

– How familiar is the Salesforce partner with your industry?

– What are the partner’s client testimonials and success stories?

About Brysa

Brysa is a leading Salesforce partner in the UK, specializing in tailored Salesforce solutions that address businesses’ unique needs. With a commitment to innovation, Brysa serves as a reliable partner for organizations seeking to optimize their Salesforce tech stack and drive customer-centric initiatives in the anticipated market upswing of 2024. Please see the attached blog link for more details.

In conclusion, by following this comprehensive guide and partnering with Brysa, businesses can ensure their Salesforce tech stack remains primed for success in the dynamic landscape of 2024 and beyond. Contact Brysa now to learn more about how they can help your business thrive.

10 thoughts on “Preparing Your Salesforce Tech Stack for a Stronger 2024”

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