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Transformation @ Work

Episode 27: So You’ve Just Implemented Salesforce… Now What? Evaluating Salesforce’s Impact

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Transformation @ Work

Episode 27: So You’ve Just Implemented Salesforce… Now What? Evaluating Salesforce’s Impact

Person sitting at a desk writingTransformation at Work podcast background

Transformation @ Work

Episode 27: So You’ve Just Implemented Salesforce… Now What? Evaluating Salesforce’s Impact

Dan Waldner

Vice President of Financial Services
,
Gerent

Dan brings years of technology to his current role at Gerent, with over half of that time spent in the Financial Services. In his previous role, he owned Salesforce for the enterprise, running a total of four organizations, and 5K+ users in 16 countries. That hands-on experience gives him profound insights into how Financial Services institutions can meaningfully adopt and utilize Salesforce to transform day-to-day operations.

Salesforce implementation is no small feat – it usually costs millions of dollars, and requires weeks (or months) of training, process overhauling, and more. But for many businesses, once the deployment is done, there’s a dreaded question waiting: “Now what?” Without a clear idea of which metrics to monitor post-implementation, teams often struggle to confirm ROI and often risk overlooking key stumbling blocks or opportunities for iterative improvement.

Salesforce implementation is no small feat – it usually costs millions of dollars, and requires weeks (or months) of training, process overhauling, and more. But for many businesses, once the deployment is done, there’s a dreaded question waiting: “Now what?” Without a clear idea of which metrics to monitor post-implementation, teams often struggle to confirm ROI and often risk overlooking key stumbling blocks or opportunities for iterative improvement.

In this episode of Transformation @ Work, we look at the critical role post-deployment analysis plays in a successful implementation and how being able to track progress, identify KPIs, and assess the value Salesforce is adding to your organization can be a vital step in creating a truly digitalized business.

Key Insights

02:51: How are businesses currently tracking the success of their Salesforce implementations, and what are the consequences for those that aren’t?

05:14: Specific KPIs team leaders should be looking for when evaluating the success of their Salesforce implementation

07:07: How team leaders can ensure long-term adoption happens, and remains consistent well after an implementation is complete

11:32: The consequences of data not being entered properly into Salesforce, and how that impacts a teams’ ability to analyze their success post-implementation

13:16: Enforcing the reality of “if it’s not in Salesforce, it doesn’t exist” (and why team leaders need to embrace it)

15:01: Putting the pieces together: How teams can analyze their data and evaluate Salesforce’s impact when buy-in is achieved across all levels of the organization

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