Unleashing Salesforce Success: The Role of Effective Change Management

By Amy Oplinger

Senior Client Director, Amy Oplinger discusses how change management optimizes Salesforce operations

Salesforce is a powerful tool that can help businesses of all sizes streamline their operations and improve their bottom line. However, as with any technology, it’s essential to have a good change management process to ensure your Salesforce instance is optimized for your business needs. There are significant benefits of having an effective change management procedure in place, and RafterOne can assist in optimizing your Salesforce instance, acting as an extension of your in-house team. First, let’s understand what Change Management is. 

Overview of Change Management  

Change management is the process of managing changes to a system or process in a way that minimizes disruption and maximizes the benefits of the change. In the context of Salesforce, change management refers to leveraging modifications to your instance, such as adding or customizing existing functionality. 

Value of Change Management In your Business 

Effective change management is a structured approach to managing and implementing organizational changes. There are many reasons for changing management; data-driven change management will transform your change success. 

  1. It ensures that modifications to your Salesforce instance are handled in a way that decreases disturbance to your business operations.  
  2. It makes sure that changes are implemented in a way that optimizes their advantages.  
  3. It assists in ensuring that modifications are made in a manner that complies with any pertinent regulations or standards. 

Overall, change management can add business value by enhancing agility, reducing risk, increasing productivity, and improving customer satisfaction to align processing and offerings accordingly.  

Important Benefits of Change Management 

To stay competitive and adapt to the rapidly changing business environment, RafterOne helps clients manage change and optimize their Salesforce operations. Here are some compelling reasons why deploying change management is necessary.  

1. Cost Savings

You can avoid costs associated with hiring and training in-house staff to manage your Salesforce instance, as well as costs caused by downtime and lost productivity due to system issues.

2. Increased Efficiency

You will increase efficiency by providing access to a team of certified multi-cloud experts who can help you optimize your Salesforce instance, streamline your business processes, and improve your bottom line.

3. Enhanced User Adoption

Partnering with us can help you improve user adoption by providing access to training and support resources to help your users get the most out of your Salesforce instance and maximize the benefits of your Salesforce investment. 

4. Access to Expertise

Our specialists help you access the expertise you may not have in-house and can optimize your Salesforce instance and ensure you get the most out of your investment.

5. Scalability

We can help you scale your Salesforce instance as your business grows and avoid the costs and disruptions associated with migrating to a new system as your business needs change. 

6. Extension of Your In-House Team

Our team helps you optimize your Salesforce instance by working as an extension of your in-house team and getting the most out of your Salesforce investment without hiring and training additional staff.  

7. Ongoing Support and Maintenance

Avoid downtime and lost productivity due to system issues, as our consultants provide ongoing support and maintenance. 

8. Compliance and Security Assurance

Our certified experts help you optimize your Salesforce instance by reviewing compliance and security and offering expert guidance to minimize breaches. 

9. Customization and Integration Services

Customizations and integration services are often a significant lift for internal teams to manage. Our seasoned specialists help you tailor your Salesforce instance to your business needs and integrate it with other systems to streamline your business processes.

Effective change management is essential for organizations to implement change and achieve their strategic goals successfully.  

Get Started on the Change Management Path

One of the most common challenges we see with our clients is managing Feature Enhancement Requests. Often, there needs to be a process in place for tracking or managing these requests, and internal teams need help implementing such a process. To get you started on the change management path, we have created a downloadable guide that outlines the steps to implement a Salesforce enhancement request process.  

Download the Best Practices Guide

Final Thoughts 

Change management is a crucial component of Salesforce success. By having a sound change management strategy and process, organizations can minimize interruption to business processes, ensure consistency and standardization, reduce the risk of project failure, enable continuous improvement, and boost user adoption.  

If you are interested in learning more about how RafterOne can help you optimize your Salesforce instance, don’t hesitate to contact us today. In addition, we would be happy to answer any questions you may have and empower your business.

– Amy Oplinger, Senior Client Director, SSC

Ready to embrace a new strategy to escalate your Salesforce success?