A Salesforce implementation is a major undertaking that constitutes thousands of dollars and weeks to months of training time. Ensuring that deployment is a success — and that your investment doesn’t go to waste — is imperative. So, how do you make sure that teams stay aligned, objectives are hit, and adoption happens long-term?

To find the answer, you need to go back: before the first training is held, and before a developer ever sits down with a given project. In this episode of Transformation @ Work, our experts look at the pre-deployment meetings between team leaders and their technology partners, when they work together to develop a plan that answers not only the “what” of a Salesforce implementation, but the “how” as well.

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Key Highlights

02:35: Understanding the impact an effective implementation plan can have on an organization’s adoption rate and success with Salesforce

04:25: The “what” vs. the “how”: why organizations often fail to clearly map out their implementation journey

07:59: The first step in an effective deployment plan: defining what success looks like for your organization

11:21: Key considerations when assessing new technology, and building a plan for how to use it effectively

12:36: Visualizing what success looks like post-implementation, and identifying how your team can work towards that end-state

15:19: Key questions for team leaders to ask their technology partners to ensure a comprehensive implementation plan

18:01: The importance of regular check-ins to ensure your team is trending towards your stated implementation goals

20:23: Putting it all together: how building an effective implementation plan prepares organizations to embrace change and anticipate the unexpected