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
About Our Guests
Crescent Electric
Crescent Electric is an electrical distributor that provides the inventory and expertise needed for industrial, residential, and construction projects. The company prides itself on its deep industry knowledge, job site efficiency, and leading-edge training and certifications.
Methods Machine Tools
Methods Machine Tools is a national distributor of machining equipment, automation, and engineering tools. They focus on providing best-in-class tools, backed by proven engineering expertise and a commitment to long-term customer relationships.
Solugen
Solugen is a specialty chemical company that creates safe, cost effective, and environmentally-friendly chemical formulations. The company designs its own formulations through bioforge operations; it also distributes common chemistries in full and dilute concentrations.
