STRUGGLING TO REALIZE THE VALUE FROM SALESFORCE?
It's not uncommon to hear from Business Leaders the following after going live with Salesforce:
"Adoption is low"
"Users are putting data in but they are yet to see value out"
"Changes take too long to implement"
"We wonder if we are fully utilizing all the platform's capabilities"
"We underestimated the cost and effort to build and run Salesforce"
Sounds familiar?
These (and other frustrations) usually have more than one root cause:
- Lack of executive alignment to move forward with a shared vision
- Lack of a roadmap prioritized based on what will bring the most value to users
- Broken governance to build the right things first, the right way
- Not enough Salesforce experienced resources to execute
- Insufficient change management or training for users to adopt the ways of working
- Lack of a data management strategy and governance
- Improvised architecture results in piling up technical debt and less agility
- Green development and release methods that take too long to deliver changes
- Limited understanding of products and license types to maximize underutilization
- Inconsistent ways of measuring value to know how the organization is benefiting
- Unfamiliarity with Salesforce's sales strategies may lead to overbuying licenses
If you are experiencing any of these common challenges, you are not alone! 😩
Salesforce is a very powerful platform but it definitely takes a little more than "clicks, no code" to get substantial value and high ROI.
I'm Alejandra Teran! After almost two decades of hands-on experience working with Salesforce, as a client and partner, and building Global Salesforce COEs for Deloitte, Freddie Mac, and Teleperformance, experience tells me that if done right, a COE is the fastest way to help transform your organization and get your money's worth from Salesforce.
There's a ton of information in the ecosystem about the hundreds of things that you should do to build and run your Salesforce platform and maximize the value. It may feel like an overwhelming mission that will take you months to do, if not years. I've been in your shoes!
This is the reason why I developed "The COE Blueprint" and "The COE Bootcamp" programs; the playbooks designed to help you get 10X more value from your Salesforce investment.
Check them out! 👇
PROGRAMS
THE SALESFORCE COE BLUEPRINT
1:1 ADVICE TO ACCELERATE VALUE CREATION
THE SALESFORCE COE BLUEPRINT
ROADMAP FOR LEADERS TO LAY THE FOUNDATION OF A SALESFORCE COE
"The COE Blueprint" is a compressed workshop specifically designed for busy Leaders to outline the critical path of what entails to build a successful Salesforce COE that generates high value.
This engagement is best suited for Leaders in a planning stage or that are looking to gain clarity on best strategy to go from planning to becoming best-in-class.
OUTCOMES
- Walk away with a Blueprint of the critical things you need to prioritize to build a best-in-class Salesforce COE.
- Explore actionable strategic recommendations to accelerate value creation.
THE SALESFORCE COE BOOTCAMP
1:1 ADVICE TO ACCELERATE VALUE CREATION
THE SALESFORCE COE BLUEPRINT
MULTI-DAY LIVE BOOTCAMP TO TAKE TEAMS TO THE NEXT LEVEL
"The COE Bootcamp" is a multi-day Iive workshop specifically designed to guide your core Salesforce team on how to build or scale their Salesforce COE in weeks, not months.
This engagement covers the "nuts and bolts" of how to do. It is best suited for teams with the ability to execute on the outcomes from this program.
OUTCOMES
- Empower your team with proven strategies, methods, standards, best practices from real-world examples that they'll be able to apply to gain higher value from Salesforce.
- Walk away with an action plan to build your COE in weeks.
1:1 ADVICE TO ACCELERATE VALUE CREATION
1:1 ADVICE TO ACCELERATE VALUE CREATION
1:1 ADVICE TO ACCELERATE VALUE CREATION
1:1 TAILORED STRATEGY AND ADVICE TO MAXIMIZE SALESFORCE VALUE
Strategic advice and action plans to build, grow or optimize your Salesforce COE. Tailored engagement to your objectives, unique business situation and needs.
This engagement is ideal for customers with complex Salesforce implementations or that are looking to solve unique challenges getting in the way of high adoption and value realization.
OUTCOMES
- Drive business higher value from your Salesforce investment.
- Optimize and run as a well-oiled Salesforce program.
- Overcome strategic challenges.
benefits
😃 Aligned stakeholders
😁 Happier users, high adoption
😁 Happier users, high adoption
Get to a shared value roadmap in weeks.
😁 Happier users, high adoption
😁 Happier users, high adoption
😁 Happier users, high adoption
Prior clients experienced: 100% ⬆ in adoption, 30% ⬇ in users onboarding time
🤝Empowered teams
😁 Happier users, high adoption
💪 Faster, safer changes
Say something interesting about your business here.
💪 Faster, safer changes
👊Salesforce expert advise
💪 Faster, safer changes
Prior clients results: 4X faster time to market, 4X increase in release frequency.
💰Better investment decisions
👊Salesforce expert advise
👊Salesforce expert advise
Avoid overbuying licenses and free-up cashflow.
Prior clients results: 30% avg savings in subscription cost avoidance
👊Salesforce expert advise
👊Salesforce expert advise
👊Salesforce expert advise
From Leader with two decades of Salesforce expertise. Avoid potential costly missteps.
INSIGHTS FROM TRAILBLAZERS
Drive Executive Alignment
Front Office Transformation The Key to CRM Execution by Danny Estrada, KPMG
Common Salesforce Adoption Challenges
How to Build a COE Team
Diversity and inclusion within the Salesforce ecosystem
Staffing a COE
Team Alignment. Start, Stop, Continue Exercise