The costs of a poor Salesforce implementation for B2B

We identified this list of symptoms directly attributable to our clients' original Salesforce implementation.

What is a poor Salesforce implementation costing you — and why aren’t you correcting them immediately?

01. You lose opportunities and customers.

Your company loses opportunities because your sales managers didn’t even know an opportunity existed, preventing them from offering effective coaching.
You lose active customers because a lack of information prevents them from being effectively targeted by marketing initiatives.
Customers get upset because their issues aren’t properly recorded by your company and your sales team unknowingly tries to sell them additional products or services.
Your sales team cannot see accounting information to take advantage of buying trends.
Your marketing does not reach your ICP and, as such, cannot generate quality leads.

02. You waste your team’s time.

Your sales team wastes a lot of time checking up and maintaining customer data (too many data demands just to type in a new contact).
Your sales team wastes time writing down notes of their activities for the sake of reporting — when that activity does not contribute to advancing sales opportunities.

03. You don’t give your team adequate information.

Customer insights aren’t accessible to every single customer-touching team member because of inadequate permission configuration.

Your customer service team wastes a lot of time looking for and assembling customer information that is spread across platforms.

Prospect and customer information can’t be trusted because important information is missing from the record.

You lose key customer information when sales people leave because they did not use the CRM to record their customer interactions.

04. You upset your team.

You lose top producers because you do not equip them with useful, practical sales tools.

Your entire team is upset because they really want to grow the company and improve the customer experience, but don’t have access to effective tools to make it happen.

05. You can’t forecast.

You can’t project future revenue with a good degree of accuracy.

Your sales forecast either doesn’t exist or cannot be trusted by finance and operations, which results in imbalanced production and inventory costs or upset customers due to inadequate fulfillment.

Whenever you’re ready, there are three ways Xceede can help you:

1. Identify your revenue-driving customer profiles

We use advanced analytics on your data to uncover the customers who have the greatest potential to contribute to your growth. Through proprietary approaches, we identify revenue-driving customer profiles and map your entire customer base into actionable segments. This allows you to focus your efforts on retaining high-value customers while strategically moving others up the value chain.

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2. Design a service strategy to support your customer profiles

We begin by mapping the journey for each of your revenue-driving customer profiles to uncover critical touchpoints and opportunities for improvement. This process ensures we fully understand the experience your customers have at every stage, from their first interaction to long-term loyalty. With this foundation, we design a service strategy that aligns with your business goals and supports your customers’ needs, creating a cohesive and effective approach to engagement.

Using Service Design principles, we ensure every interaction adds value, strengthens relationships, and drives growth. The result is a clear roadmap that unites your teams around a shared goal: delivering exceptional customer experiences.

3. Enable your service strategy with technology

We transform your service strategy into reality with smart, scalable technology solutions. From Salesforce enablement to customized workflows, we build tools that empower your teams to deliver seamless, personalized customer experiences. Our approach focuses on adoption, ensuring your team can leverage the technology to its full potential for sustained growth.