We Got Salesforce, Now What? 4 Suggestions To Continue Supporting Your New Org

This post is relevant to anyone in an organisation that’s taken up Salesforce and reached the end of the implementation. There’s a question that begins to surface: ‘now what?’.

What should come next once you are up and running with Salesforce? I speak from experience over the past 5 years as an end user within one of Salesforce’s corporate customer case studies, and then consulting in many pre- and post-implementations of Salesforce.

I will share my 4 quick suggestions to continue supporting your new org, but first, I will talk about one of the greatest roadblocks/surprises: budget allocation.

Budget Allocation

Firstly, you must be realistic about resources and budget allocation to the ever-evolving Salesforce platform. You will realise there are many future business requirements with this new power tool. Before you get excited about a new addition to your org, bear in mind it may not be financially viable, or the relationship with your consulting partner/contractor may have broken down over the course of the project.

As part of your Salesforce subscription, you have three automatic updates per year. Each update comes with more features to boost productivity, adoption and general enhancements. As you may know, these happen in the background but someone in your organisation needs to know about them.

Knowing about upcoming feature releases could save you time and potentially money if an improvement coming up is what you were planning to ‘custom build’. Making a development plan alongside the Salesforce release notes is beneficial.

The 4 Suggestions

Here are the 4 quick suggestions to continue supporting your new org:

  1. Appoint a Super User

At a basic level, appoint a ‘super user’ otherwise a ‘product owner’ resource to ultimately take ownership of Salesforce. This should be someone that has a genuine interest in Salesforce, and that also has an understanding of your business processes and goals. This can be someone internally that is already Certified or it may be a user that is part of an employee up-skill program. It can also be the key person that will communicate with a temporary consultant or the premier support team.

  1. Allocate a Training Budget

Make it part of your strategy to have a success plan for Salesforce and allocate an annual budget to training and relevant certifications. You can check out what’s available from Salesforce here at this link

  1. Salesforce Premier Support

Consider whether Premier Support adds value to your support and care plan for your users, or whether Standard Support will suffice and reinvest that expense in staff.

  1. Join the Salesforce Community Online

The Salesforce Community is one of the selling points of this CRM. There are community groups online, local Salesforce User Groups, or many other virtual groups popping up on Twitter and LinkedIn. This will allow you to talk to other businesses users directly that also use Salesforce and find out how they are getting better value out of their subscriptions!

Summary

This is the end of my 4 suggestions to think about, no matter how many licenses you have of Salesforce! You don’t know what you don’t know, so if you think that Salesforce isn’t working, or if you are considering how could you use it better, take note or leave a comment below!

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