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Salesforce Success: A Human-Centric Best Practice Checklist
SalesforceUnlock the full potential of Salesforce and create exceptional digital experiences by prioritizing your people and following these best practices:
- Engage Deeply with Employees and Customers:
- Conduct discovery workshops and sentiment analysis to understand their needs and challenges.
- Build solutions that address real problems and enhance user experiences.
- Analyze Your Internal Processes:
- Gain clarity on desired outcomes before replicating processes digitally.
- Analyze workflows and user journeys to guide technology implementation.
- Consider a health check to optimize your existing Salesforce setup.
- Use a Human-Centred Change Management Plan:
- Prioritize people in your change management plan to ensure seamless adoption.
- Utilize discovery and sentiment analysis findings to guide the change journey.
- Ensure Executive Alignment:
- Align project goals with organizational objectives from the start.
- Achieve clear understanding, timely decision-making, improved communication, better resource allocation, and increased accountability.
- Establish an Effective Action Plan:
- Identify phases, benefits, risks, and dependencies.
- Assign a project owner and create a responsibility matrix.
- Make Sure You Have the Right Talent in Place:
- Support internal Salesforce staff with a managed services provider.
- Free up employees for innovation and value-add tasks, preventing burnout.
- Organize Your Wishlist Items in Order of Priority:
- Focus on high-value items and quick wins first.
- Achieve tangible results early on to build momentum and excitement.
- Test Everything, Optimize and Evolve:
- Thoroughly test all implementations for optimal performance.
- Leverage data to understand user interactions and continuously improve experiences.
Ready to Transform Your Salesforce Experience?
Partner with CFOsquared's Salesforce Managed Service to navigate your digital transformation journey. Contact Sheeba Thukral, our Salesforce expert, to discuss your challenges, explore a Salesforce health check, or learn more about our comprehensive support services.
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