How to Prove Quick Wins in Salesforce Implementations
Have you just started a Salesforce implementation at your org and are looking for some quick wins to bring back to senior leadership or your clients?
In our first Digital Candor series, we sat down with industry leaders to talk about how consultants, project delivery leaders, and internal stakeholders can show the return of investment in Salesforce Cloud solutions early on in the implementation process.
From easy tips to wow your clients to mitigating stakeholder apathy to recruiting UAT volunteers, we were honored to have Jodi Hbrek Pallavi Agarwal, and Bhavana Singh answer our attendees’ burning questions live. Listen to the full recording here and check out some top tips from the conversation to help you prove quick wins in your next Salesforce implementation.
A few key points worth remembering from our speakers:
When recruiting volunteers for UAT as a consultant, you need to work with your stakeholders closely to identify real users in org from cross-functional departments and provide a clear picture of the timeline, responsibilities, and issue reporting process.
When creating a beta group to test and scale adoption in your org, focus on including people that love learning and knowledge sharing in your client org before you scale to others that may be more resistant to new governance procedures.
Before you set out to solve the biggest business process challenges, leverage out-of-the-box functionality that will give you a wow factor with those unfamiliar with the platform (i.e. setting up a Salesforce Path or validation rules).
If your C-Suite is giving you pushback on creating a Salesforce Center of Excellence, remind them that the whole purpose of the COE is to help the overall organization achieve those company goals. COEs are about aligning request prioritization with internal resources, while always considering what will bring the most value to the business and support the overall growth objectives that the C-Suite are stewarding.
Remember to always understand the why behind the ask from the business, continue to improve the quality of your questions, and don’t forget to ask the why to yourself when executing tasks - this will drive your projects (and career) farther.
Enjoy the entire conversation for additional questions from our attendees, as well as a few lessons learned from past implementation challenges from our speakers. We hope that these tips will help make your next implementation a little less painful, while helping you frame the value of investing in Salesforce earlier on in your next project.
Follow Kander on LinkedIn for more live, virtual Digital Candor events with some of the biggest names in the Salesforce ecosystem.
