The 80s brought us some incredible things – Star Wars sequels, Walkmans, Pac-Man, and neon everything. But perhaps one of the greatest gifts this vibrant era offered us was a phrase made famous by pop icon Madonna: “Express Yourself.” Today, we're using this phrase to set the stage for an underutilized but transformative conversation within your company about Salesforce optimization.
You, the sales dynamo, are likely well aware of Salesforce's capabilities, but you might also sense that your current Salesforce org isn't living up to its full potential. It's like having a sports car but driving it with the handbrake on – sure, it moves, but you know it can do so much more!
Here's the catch, though: driving change within an organization isn't as simple as flipping a switch. So, how do you inspire leadership to consider a remodel and make your Salesforce org the tool you truly need? Here's a game plan.
1. Document Pain Points
First things first, keep a record of issues you encounter while using Salesforce. Whether it's an over-complicated workflow, outdated data, or lack of essential features, these pain points are critical pieces of evidence. Remember, numbers don’t lie, so if you can show a measurable impact on your productivity or sales performance, you’ll get their attention.
2. Show Them the “X”
Like VectorX, your role as a change catalyst is to help your leadership reach their “X”. It could be higher efficiency, increased ROI, or better team collaboration. Make it clear how a remodeled Salesforce org can help them reach this "X". Use real-world examples and draw parallels with your pain points.
3. Demonstrate the Art of the Possible
Leaders love vision. Show them what's possible with a remodeled Salesforce org. Talk about innovative features like predictive analytics, AI-driven insights, and personalized customer journeys that a well-optimized Salesforce org can provide.
4. Leverage External Expertise
If you're not a Salesforce Architect, some of the finer points may be difficult to articulate. That’s where a partner like VectorX steps in. We've spent years rescuing and remodeling Salesforce orgs to better serve their businesses. Bringing in a third-party perspective can provide the necessary assurance and demonstrate commitment to making the most of your Salesforce investment.
5. Present a Business Case
Finally, consolidate your pain points, vision, potential benefits, and external expertise into a compelling business case. Present how a Salesforce remodel can impact the bottom line, improve workflows, and deliver better customer experiences. The more concrete your case, the harder it will be for leadership to ignore.
Remember, change isn't easy – but with the right approach, you can position yourself as a catalyst, driving your organization towards its very own "X." And if you need backup, remember that VectorX is here to help. We're passionate about what we do and the people who help us do it. We're not just challenging the status quo; we're shattering it. So, go ahead and express yourself – let's remodel your Salesforce org and make it the powerful tool you need it to be.