Unlock the full potential of Salesforce and create strong digital experiences by putting your people first and following these best practices.
1. Engage deeply with employees and customers
- Run discovery workshops and sentiment analysis to understand their needs and challenges.
- Build solutions that address real problems and improve user experience.
2. Analyze your internal processes
- Get clear on the outcomes you want before copying a process into a digital tool.
- Analyze workflows and user journeys to guide the technology work.
- Consider a health check to improve your existing Salesforce setup.
3. Use a human-centered change management plan
- Put people first in your change management plan so adoption goes smoothly.
- Use the findings from discovery and sentiment analysis to guide the change.
4. Ensure executive alignment
- Align project goals with organizational objectives from the start.
- The payoff is a shared understanding, timely decisions, better communication, better use of resources, and more accountability.
5. Establish an effective action plan
- Identify phases, benefits, risks, and dependencies.
- Assign a project owner and create a responsibility matrix.
6. Make sure you have the right talent
- Support your internal Salesforce staff with a managed services provider.
- Free employees for innovation and higher-value tasks, and prevent burnout.
7. Put your wishlist in priority order
- Focus on high-value items and quick wins first.
- Early results build momentum and excitement.
8. Test everything, then improve and evolve
- Test every implementation thoroughly.
- Use data to understand how people use the system, and keep improving the experience.
Ready to improve your Salesforce experience?
CFOsquared works with Salesforce. Our Salesforce services include managed services, and we can start with a Salesforce health check. Contact Sheeba Thukral, our Salesforce expert, to discuss your challenges, explore a Salesforce health check, or learn more about our comprehensive support services. See our team, or contact us.