Deploying Salesforce within an organization is often a massive undertaking – which makes ensuring high levels of adoption absolutely essential. Attempt to overhaul too many processes at once, and you risk losing momentum, alienating employees, and wasting valuable time and a considerable investment. But by aiming too small, or going for an “out-of-the-box” solution without the customizations necessary for your business, you run the risk of deploying a solution that doesn’t ultimately provide real value. For businesses in this position — who want to address specific pain points quickly, and with a high degree of employee confidence — a Strategic Salesforce engagement might be the best option.
Deploying Salesforce within an organization is often a massive undertaking – which makes ensuring high levels of adoption absolutely essential. Attempt to overhaul too many processes at once, and you risk losing momentum, alienating employees, and wasting valuable time and a considerable investment. But by aiming too small, or going for an “out-of-the-box” solution without the customizations necessary for your business, you run the risk of deploying a solution that doesn’t ultimately provide real value. For businesses in this position — who want to address specific pain points quickly, and with a high degree of employee confidence — a Strategic Salesforce engagement might be the best option.
In this episode of Transformation @ Work, we’re continuing our multi-part deep-dive on our team’s strategic approaches to Salesforce implementation and exploring how these implementation styles have empowered real Gerent clients to achieve their business goals. Specifically, we’re unpacking Strategic implementations: Salesforce deployments that offer a tight turnaround time and target focused, achievable goals for a quick unlocking of value.
Key Insights
00:50: At a high level, what is a Strategic Implementation?
01:56: Why Crescent, Methods Machine Tools (MMT), and Solugen chose a Strategic Implementation for their business needs
04:36: Signs a business might be the right fit for a Strategic Implementation
05:11: Why an “out-of-the-box” approach to Salesforce deployment might not work for many businesses
06:06: Breaking down the components and goals of a Strategic Implementation
07:31: What are the major benefits of going with a Strategic Implementation?
09:50: Client perspectives on what it’s like to work through the process
13:01: Outlining the benefits Crescent, MMT, and Solugen experienced from implementing Salesforce
17:55: Advice for teams considering a Strategic Implementation
.png)
