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Ahead of the Curve

Episode 43: Secrets to a Successful Salesforce Implementation

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Ahead of the Curve

Episode 43: Secrets to a Successful Salesforce Implementation

white clouds in a blue skyTransformation at Work podcast background

Ahead of the Curve

Episode 43: Secrets to a Successful Salesforce Implementation

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Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”

An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.

Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”

An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.

Key Ideas:

01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation

05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time

11:13 - How managers can ensure a successful deployment with real, meaningful adoption

14:47 - The value in approaching implementation in “bite-size chunks”

17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities

24:08 - Potential stumbling blocks during an implementation and how to avoid them

Guest Bio:

Ravi Muntha 

Gerent’s Senior Vice President of Delivery

Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.

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