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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