Giving Your CRM a Healthcheck

Posted on 2019-10-30 13:17:23

Recently we hosted a spooky coffee morning about giving your CRM a healthcheck. Thank you to everyone who came along and contributed to the conversation. We looked at issues such as making sure Salesforce meets your requirements, getting the most from updates, best practice on making developments and the value of roadmaps.

Pracedo consultant, Kelly Raines, spoke about how valuable Org reviews are when looking at making changes. “Having an Org review gives you a clear road map. Define where you want to be and where you are now. Then work to meet that goal, having a road map gives you clarity and saves time.”

Ashley Lawrence, an experienced end-user, explained how you need to be realistic and transparent about what Salesforce can do. “User adoption has been a big problem for us… Salesforce is implemented to make people’s lives easier not to replace them. Being transparent about what it can do and why we need it to do certain processes can help this.” You can read our white paper on user adoption here!

Our COO, Penny Townsend, added that “you should be aiming to give your Org a healthcheck every year or two to keep it relevant. Just like your photocopier or your water cooler, your CRM requires maintenance. It  isn’t about short term wins but long term advances.”

Safiyyah Gareeboo, Pracedo’s marketing manager and consultant spoke about how important documenting your processes can be, she went on to explain how it was equally important to make these processes readily available. ‘Path’ a lightning community component can be useful for mapping processes directly into Salesforce. “Having these documents accessible to the whole team will empower people to use Salesforce.”

Programme Manager, Marianne Sangster, echoed this sentiment and said how she often records demo’s and encourages the Pracedo team to do the same. “People respond really well to visuals so having video’s available for whenever a refresher is needed can be helpful.”

Alessia Imola, from Sotheby’s Institute of Art, spoke about her positive experience of having a health check from Pracedo. Describing it as “Salesforce therapy,” adding “bringing a 3rd party into the project made people more open to change.”

We hope this coffee morning was enjoyed by all and look forward to seeing you at the next one!

You can see our future events here.