Women standing writting on a white board in a conference room with her coworkers behind her

Transformation @ Work

Episode 47: Answering the “How”: Building an Effective Salesforce Pre-Implementation Roadmap

Women standing writting on a white board in a conference room with her coworkers behind herTransformation at Work podcast backgroundtransformation at work icons on dark grey

Transformation @ Work

Episode 47: Answering the “How”: Building an Effective Salesforce Pre-Implementation Roadmap

Women standing writting on a white board in a conference room with her coworkers behind herTransformation at Work podcast background

Transformation @ Work

Episode 47: Answering the “How”: Building an Effective Salesforce Pre-Implementation Roadmap

Nicole Guerra

Sales Director, Consumer Business Services
Gerent

Nicole's experience in the Salesforce ecosystem covers all aspects of the digitalization journey, from starting as a Salesforce super-user within a customer organization, to working as an account director at Salesforce, then transitioning into the world of consulting. That range of perspectives gives her keen insight into the process of implementation, and how organizations can best ready themselves for Salesforce success.

Eric Saxton

Sales Director, Consumer Business Services
Gerent

Eric brings a wealth of experience to his current role, having worked with manufacturers, nonprofits, educational institutions, and travel and hospitality groups, and having been on both sides of the implementation process as a customer and consultant. Having seen the ups and downs of the tech deployment process, he is able to confidently lead different kinds of organizations through their digitalization and Salesforce journey.

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?

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.

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


green background

Ready to reinvent the future?
Let’s chat!

Get Started
green background

Want to get involved?

More episodes

More episodes

Follow Us