Salesforce Implementation Tracker

Salesforce Implementation Tracker – Stay Organized & Accountable

🚀 Are you launching Salesforce but worried about delays, miscommunication, or a lack of accountability? This Notion template helps you track progress, manage milestones, and ensure a smooth rollout, keeping your implementation team on track.

✨ Why You Need This Template

• 🛠️ Avoid costly delays by keeping your implementor accountable

• 📊 Track milestones & progress so nothing falls through the cracks

• 🚨 Log issues early and resolve them quickly

• 📈 Ensure user adoption with a structured training tracker

• ✅ Stay organized with all project details in one place

📌 What’s Inside?

• 🏗️ Project Dashboard for high-level tracking

• 🎯 Goal & Success Tracker to define objectives and key metrics

• 🗓️ Milestone Tracker to monitor progress from start to go-live

• 🚧 Issue Log & Roadblocks to document and resolve challenges

• 📝 Meeting Notes & Action Items for easy follow-ups

• 🔄 Change Requests & Enhancements to manage new requirements

• 👩‍🏫 Adoption & Training Tracker to ensure team readiness

• 📊 Post-Implementation Review to assess success and improvements

👥 Who is This For?

• 💼 Business Owners & Decision-Makers launching Salesforce

• 📅 Project Managers overseeing implementation

• 💰 Sales & Marketing Teams ensuring proper adoption

• 🏢 IT & Ops Leaders tracking system performance & improvements

Unlike spreadsheets and scattered notes, this structured Notion template keeps everything in one place, making your Salesforce implementation efficient, organized, and successful.

📥 Get started today and take control of your Salesforce journey!