Salesforce is leading the CRM industry and has become one of the highly-rated CRMs of current times. But, no great thing ever comes pain-free. While Working as a Certified Salesforce partner for the longest time Ksolves have realized that implementing changes in your Salesforce solution puts organizations in a lot of strain. Though the change is inevitable, the right Salesforce change management plan can make you ready for the problems and show you ways to overcome them.
Not every change results in a mess but adapting to changes comes with many challenges. Ksolves brings to you some effective Salesforce change management best practices that could be used to become more successful at scale.
What drives painful changes?
A lack of change management plan leads to several painful problems that include-
- Data corruption
- New functionalities troubling user’s work
Steps for effective Salesforce Change Management
In order to effectively manage change, a proper change management strategy has to be implemented within the organization. Let’s follow the below-mentioned steps for a painless Salesforce change management process-
First things first, a systematically defined plan is the foundation for a successful change management process. The clear vision of the goal and the implementation is a crucial aspect. You need to consider the level of effort and should not incorporate every change request into deployment.
A leader is key to the right implementation process of Salesforce change management. A leader knows what is possible and can execute the change management in a seamless manner. Resources need to be allocated based on the expertise and skillset and that is why a good planning strategy is recommended. A leader usually prefers software to maintain records and updates.
- Collecting Change Request
The organization collects change requests from sales reps. Companies can use Salesforce features like chatter and ideas, while chatter is a tool to enhance communication via creating posts, joining groups, chatting, etc, Salesforce ideas, on the other hand, let sales reps vote for the idea about the sales team.
- Defining Change Scope and Impact
Once you consider the change request and get ideas, the salesforce developer team should formulate strategies for the provided request. The leader will then look into the scope and decide the inter-dependencies, synchronize the process flow and formulate their own layout.
Prioritizing the workload is very important for strategic implementation for Salesforce change management software. Every organization faces difficulty in prioritizing the task and amending every change request doesn’t seem feasible in a single shot. That makes defining overall impact becomes more important to let leaders decide which enhancements need to be implemented first.
This stage is a crucial stage as it requires developing and testing changes in a safe environment in order to protect servers and data, code distributions and other collections of code changes are damaging. The developer can use the sandbox for this purpose.
- Training and Communication with Users
Once you have tested the modifications in the existing system, it is important to get proper training by a training specialist. The training will guide you through functionality updates and how it is used by the users. User release notes, user manuals, and online training material are also helpful measures.
The salesforce developers will transfer the changed sets and push the new release in the production environment. After successful deployment, the solution is delivered to the end-users.
After deploying, training, and quality check, the Salesforce change management group should analyze the outcomes. It will give them the idea of the success and areas of improvement for future enhancements. Follow-up also includes support and maintenance to the clients in case of issues.
Here’s how Ksolves Salesforce change management can help you reduce the inevitable pain
Ksolves tailor-made Salesforce Change management platform is specially designed to reduce organizational burden. We have been closely watching the salesforce journey of many homes as well as global organizations and know-how tiresome it is for companies to make changes in pre-existing systems. But you don’t have to worry about a thing as we will take care of all your tech slack.
Are you ready to try our Salesforce professional services? Give us a call for a free demo or write to us in the comments below.
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