Today I'm gonna talk to
you about implementations.
Whether that's you using
Salesforce or a similar technology,
we know it's critical to
achieve long-term success,
accelerate value, and reach
your business outcomes.
So I wanna share five
tips you need to know
to implement technology faster
with examples of how we
do it here at Salesforce.
Welcome to Salesforce on Salesforce,
an insight look at our
sales, service, marketing,
and IT businesses with helpful how-to tips
you can use for your business.
For customer success leaders,
we'll have tips on things
like how do you efficiently
onboard your customers,
automate your renewal process,
As always, you can
learn more on Trailhead,
Salesforce's online learning platform,
for more information on this topic
and many others that you may
find useful for your business.
Our Salesforce Professional
Services team has worked
with thousands of customers
including our own internal teams
to deploy new technology
solutions and business processes.
our customers have gone live
with their implementations 35% faster.
So you may wanna know, how do we do it?
drive organizational alignment.
I wanna let you in on a secret.
The key to success is to
gain and maintain alignment
between all involved stakeholders
across different parts
of your organization
from the start of your project.
to those who are going
to be directly impacted
Simply put, alignment allows
for a shared understanding
around the what, the why, the how,
which all can be tied to
quantifiable business outcomes.
we use the V2MOM framework
to create alignment across our company
as well as for our customers.
V2MOM stands for vision which
defines what you wanna do,
values, meaning the principles and beliefs
that help you pursue your actual vision,
methods, the actual actions
that you need to take to get the job done,
obstacles, which are the challenges
that you need to overcome
to reach your vision,
the measurable results that
you're aiming to achieve.
The V2MOM drives alignment in a way
that is simple to follow,
and gets everyone committed and engaged.
Tip number two, leverage your data.
we found that most companies
have inconsistent data
and they struggle to use
it in an actionable way.
When you don't have clean
and accessible data,
you're essentially making gut decisions
rather than measured and insightful ones.
With data, your organization can
uncover intelligent insights,
inform strategic decisions,
drive business improvements
and innovation,
as well as access a 360-degree view
of your customer or user.
For example, here at Salesforce,
we heard from many of our new hires
that the employee
experience can be improved.
But we didn't know exactly
what the pain points were.
So we leaned into our
data to identify the gaps
and learn exactly how our
new employees are navigating
their onboarding journey.
These data-driven insights
allowed us to create a plan
and choose the right technology
to solve for those issues.
We were able to enhance the
new employee transition,
and automate communications
by using Marketing Cloud.
Tip number three, design
human-centric experiences.
Too often the design of new
products and services start
from a business or
technology-first perspective.
But what about the
customers and the employees?
Leveraging human-centric insights
to inform your platform design can help
better understand the technical scope
At Salesforce, we build
solutions that are desirable,
meaning that it's wanted by the end user,
feasible, which means that
the solution can be built
meaning that the business
benefit outpace the effort.
Our Salesforce Professional
Services team has worked
with our support organization
to reimagine support engineer experience.
We conducted research to
identify common needs, gaps,
These interviews helped
us create a strategy
that was grounded in what employees wanted
and what they were
actually willing to use.
the platform redesign led
to streamline processes,
increased productivity,
and reduced manual task.
Tip number four, build
momentum with quick wins.
With technology implementations,
it can be challenging to
know where to get started.
But I always say,
"Progress, not perfection."
In this world of fast-evolving technology,
companies must innovate regularly
to stay relevant and deliver success now
from delivering fewer
larger chunks of work
and instead produce more
frequently consumable portions.
That way you can quickly prove
the value of the solution
instead of waiting for months
to have something usable.
That is why our Salesforce
Professional Services team
created an outcome-based engagement model
that accelerates the speed
to value for our customers.
The goal of this proven approach is
to stand up new capabilities in production
Yep, you heard that right.
This quick win release is designed
to help customers demonstrate
continuous delivery and innovation
and redefine what it
means to achieve value.
Tip number five, plan for changes.
Everyone knows change is
difficult and inevitable.
So it's important about
how you navigate it.
There will be unforeseen bumps
that will impact your
anticipated outcomes.
But you need to be flexible
to embrace those changes.
At Salesforce, we built a
change prioritization framework
to help inform how and when
to implement change strategies
A model like this one
uses consistent criteria
to score use cases based
on the level of effort
and the impact to the business
outcomes or the customer.
We prioritize the low effort,
high impact work to the
top left quadrant first,
and then we move to the
long-term strategies
that require you to invest
more money or effort.
That was a lot, but we made it.
These are our top five tips of
how to achieve speed to value
and long-term success when
implementing any new technology.
And this was brought to you
from our very own Salesforce
Professional Services team.
Be sure to check out our
other episodes in the series.
And you can continue
learning about this topic
by joining us on Salesforce
360 blog or on Trailhead.
And we'll see you next time.
