How many times have you heard of an IT change project going to waste because employees are not making the best use of the system? Salesforce projects are no exception. Technology is developing at an exponential pace which often leaves employees behind. Fortunately there are solutions to facilitate new IT implementations and match them to the organization for the best results. Here at Cloud Integrate, we have put together our five best practices to make the most out of Salesforce investments to help prevent the unwanted costs of a project misfire.

Why should you care?

You might have heard of the terms ‘change management’ and ‘user adoption’. You knew they had to be included in your project plan. The question is at what instance of your project planning did you start discussing them and what was the priority, if at all?
The reality is that a well-designed change management programme is fundamental to the success of the project.

So who is to blame when it fails?

Most often, the answer is no one specifically. A key challenge of a change project is that everyone in your organization has a ‘role’ to play. You need everyone in their roles to be fully committed and engaged.

So how can you prevent this from happening in the first place?

1) Prepare well for change

Before you even start to plan your change effort, it is a good idea to run an organizational readiness assessment. There are popular templates out there which can be used so you don’t have to design your own. You will get all sorts of insights, particularly about whether your organization’s main mission is aligned with the purpose of the change, so that everyone will follow.

Another important aspect is to emphasize WIIFM ‘What’s in it for me’ in all your communication efforts, especially in the beginning. Your future users will want to know how they will personally benefit from using the system.

2) Gain middle management support early

As stated by some of the best renowned change management experts, loyal sponsors in middle management are critical to its success. They will be primarily responsible for reinforcing the change effort within the teams, and these are your main users! People will fear change, that is well known. Your leaders will help answer their concerns and be their main source of support.  

3) Spread super user power

Your Salesforce super users are your business allies. They will be the ones championing the use of the platform and generally keeping up the good vibes. Being experts in both Salesforce and your business processes, they will be a main source of feedback and can coach their peers on a daily basis. Salesforce themselves agree!



4) Frequently check-in and celebrate!

IT change projects can take years to implement, especially when you have a global audience. It is therefore important that you frequently check in with your users and celebrate every early success. This way you ensure that every experience around the change is seen positively and your employees get to have a bit of fun too!

5) Invest in your training programmes

Hiring Salesforce and change management experts to take care of your training programme is always a good idea. This way you can centralize your training effort and make ensure that there are no gaps in knowledge that need to be filled in the longer term.

Training effort does not stop at implementation though. Make sure to run frequent webinars and consider using tools such as Walk Me to quickly onboard new users. Investing early on, including appropriate staffing for on-going support, can prevent and reduce many issues later on.

How we can help?

Visit our Salesforce scan or book a meeting with us now to find out how much Salesforce will impact your revenue!