Guest Blog Post By: Izzy Smith, Director of IT Solutions, All Hands and Hearts OUR STORY In the Fall of … Continue Reading
Change is hard, but engaging your users as you move to Salesforce can help ease the transition. Follow these strategies and you may just increase your user adoption, as well.
Let’s face it, change is hard. Sometimes it can be fun and exciting, but changes that involve a person’s day-to-day routine are typically very challenging. You can play a vital role in change management, even if you aren’t in a leadership role.
It’s important to evaluate your business processes from time to time and ask yourself why, who, what, and how along the way. We offer guidance to help you evaluate your processes in this post.
Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision of the organization. Learn how to put this concept into action.
In order to help you and your teams “talk the talk” of change management, below are a few tips on decoding the jargon. Change is hard enough as it is, no need to add a layer of complexity to it by introducing a new language.
Change is all about how you manage the process. Implementing a new CRM like Salesforce can certainly lead to unintended consequences if you don’t manage the process of change appropriately. Here are a few tips to effective change management that will make the process less scary for you and your team.
At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference- a tradition where physicians and nurses from within their specialty (such as pediatrics) will meet – confidentially and very respectfully – to discuss cases in which the patients had a very serious or sometimes fatal outcome.) but we call ours “Post-Project Evaluations.” We like to think of it as a “postpartum” discussion (meaning the “baby” – your project – has been delivered). After a project has been completed, we meet as a team to discuss the outcomes. Everyone associated with the project, which includes the Account Executive, Consultant(s), Project Manager, and management, attends the meeting.
As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within the organization, change of business processes, change of customers and/or partners and changes in technology. Each of these influences can impact the growth and evolution of your Salesforce organization in very subtle and gradual ways, but more often than not, the impact is in very rapid and hastened ways that can harm your Salesforce story.
The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there is one key step that is crucial to the success of your roll out. Getting the actual users on board.