CAS Communique: SalesTech News
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CAS Communique: SalesTech News

AUGUST 2024

A group of professionals gather around a laptop in a collaborative setting

Salesforce Scoop

What's New with Salesforce???

Salesforce Return-to-Office

It's hard to believe that the Covid pandemic quarantine started 4.5 years ago - and its' impact is still being felt on collaboration, digitzation, and productivity as where work is being done is consistently being evaluated and changed.

However, as reported by Entrepreneur and The San Francisco Standard , a majority of workers are now required to come in to the office 3, 4, or 5 days a week, role-dependent. Salesforce is not alone here - many big-logo companies are requiring return-to-office, and the reasons are varied and also interdependent.

A March 2024 article in The Toronto Star ?suggests that "perhaps the need for collaboration and social connection isn't being met well by any work arrangement," whether that's distributed, hybrid, or fully in-office. Employees want choice, city center economies require people to survive, employers are torn on benefits.

It may be that it's time, once again, to get creative, to provide the workplace of the future, like Real Chemistry did. They created a program called HART?(hybrid and regional teams), and launched a competition to allow the workforce to define what the workplace of today looks like - and over 100 internal teams entered submissions.

Another consideration that is floating around is that the rapid hiring in tech in 2020 is now being rightsized. An article in the September 2024 HR Specialist magazine reports "over a third of managers and senior leaders (37%) believe recent return-to-office (RTO) mandates served as a covert way to lay off employees who chose not to return, according to a Bamboo HR survey."?

What are your thoughts on the RTO approaches? How is your company handling it? We're curious to hear from you!

There's a lot of Salesforce news, and it's hard to keep up!? As always, Cloud Adoption Solutions aims to bring the best and most important Salesforce news to you so you don't have to do all of the work. Keep following along with us and make sure to subscribe to our blog posts for more!??- Shannon

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A stack of books and an iPad in a classroom setting

?User Adoption Research: Details?from my PhD Research

?Change Management should NEVER be redlined out

In my doctoral research on CRM User Adoption, I interviewed users, and then coded their responses to themes and sub-themes. The study was based on three primary academic theories, one of which was Change Management.

I'm struck by how Change Management Theory also applies to the return-to-office debate. Communication will impact the success of the change - and many companies have issued a mandate to RTO with not much explanation of what the benefits are to the individual, group, or the company.

Here's an excerpt of my dissertation that may help you to think about communication for change management:

Designing and Delivering Communication and Training of System with Change Management Consideration. ?Group interaction, training, and communication consistent with Lewin’s three-step model of change provides a guide to effective behavior change and adoption of cloud technology (Landreville, 2016, pp. 224-227). ?The quality of the communication, including an identified communication strategy, affects the success of the change (Hayes, 2018, p. 164). ?Training and communication which begins by drawing on the lived experience of the adult learner and providing multiple methods of a training experience, such as projects, cases, and role play, will encourage learners to be more open and connected to the new concepts (Merriam & Bierema, 2014, p. 51). ?Effective communication can aid in adoption of innovations, by showing positive role models and relative advantage (Rogers, 2003, p. 236). ?When training is focused not only on technical features, but rather on how the CRM technology will improve process and relative advantage, the connection is made at a deeper level (Rutherford, 2015, p. 10). ?Rote training on CRM technology features rather than deeper connection to the technology limits the adoption and ultimate usage of the CRM tool (Weinstein, 2008, p. 5). ?According to Grattan (2012), the “organization must invest in change management process,” including CRM training (p. 24).

If you want even more info on this critical CRM user adoption research, I have a journey built that you can follow if you click here . Or, shoot me a message to have us help you develop your adoption strategy.? - Shannon?

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Tips on YouTube

Salesforce: CAS Come and See Videos

Share Passwords Securely Using 1Password

Don't get caught in a password-sharing security nightmare!

Join Chrystalin as she discusses the risks of sharing passwords via email or text, highlighting the potential for data breaches and password hacking. She demonstrates how to use the 1Password Chrome extension to generate and share secure passwords, auto-generating passwords that meet website requirements and avoiding repeated usage across platforms.

To watch this video, click here !

Interested in seeing more??Cloud Adoption Solutions puts out great Come-And-See videos on YouTube, so subscribe to our channel to stay in the know! Watch as the team shows new trends, shows instructional videos, and keeps you up to date on all things Salesforce.??Subscribe to never miss a thing:?we show you something new every week.?- Andrew

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Two coworkers sharing notes and contemplative conversation

Advice from an Expert

Send your Qs to [email protected]

Q:? What is the best way to find new tools for Salesforce??

A:?So, there are a few awesome places to find new tools for Salesforce. First, we always recommend starting with the AppExchange. There's a reason the Apple App Store has a similar design; it is simply the best place to do research and find new fresh apps for Salesforce. However, there are some limitations we see, particularly when it comes to finding hidden gems that maybe are lying somewhere in the AppExchange where you can't find them.?

This is when you bring in the classic Google search, and see that there are tons of awesome lists being made by your favorite Salesforce bloggers! Hundreds of lists are simply a search away, and they are often titled things such as “Top 20 apps for Salesforce in {your industry}” or “Best new Salesforce apps 2024.” It sounds simple and that's because it is, so take a look and see what's out there…or ask your favorite Salesforce nerd (me) to help!

If you have specific questions about Salesforce, let us know - we're happy to lend a hand.? Hit "reply" to this email and we'll jump on a Zoom!?- Andrew

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An empty auditorium with many seats

Content Corner

  • STREAMING:? Ever since "Pushing Daisies" got cancelled, I've been leery of committing to any series before I know it will reach an ending, but it seems Apple has a real hit on its' hands with "Bad Monkey. " Vince Vaughn keeps us laughing as suspended detective Andrew Yancy, who has himself in some sticky situations.
  • APPS WE LOVE: Beatstar is a perfect phone app for folks who love Rock Band or Beat Saber; we can't put it down! Check it out on the Apple App Store or the Google Play store .
  • TRAILS WE LOVE: Testing Methodologies : I truly enjoyed tackling this module, which allows you to discover the purposes, benefits, and features of data-driven and behavior-driven testing.
  • WANT TO BE A GUEST COLUMNIST? We'd love to feature your hot take on Salesforce on our blog, YouTube channel, or both! Email us and let us know your idea!

Special Events

If you're interested in keeping up with all of the Salesforce events, our friends at Elements.Cloud now have a live listing - with the ability to filter by type and location.

Visit our blog

If you enjoyed this newsletter, please do forward it to a friend, please, or share it on Twitter or LinkedIn.? And, comment down below what you think about RTO! We appreciate your support!


August

August days are hot and still,

Not a breath on house or hill,

Not a breath on height or plain,

Weary travelers cry for rain;

But the children quickly find

A shady place quite to their mind;

And there all quietly they stay,

Until the sun has gone away,

— August is too hot for play!

?— ?Annette Wynne?

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A woman-owned Salesforce partner, specializing in regulated environments, driven by theories of user adoption - so your tech will actually meet your vision!

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Check out previous issues for more curated Salesforce scoop -?and other past blogs !

Andrew Duncan, MBA

Driving Business Results | Sales and Strategy Leadership | CRM Adoption | Sales Technology Consulting

2 个月

Bad Monkey!

Andrew Duncan, MBA

Driving Business Results | Sales and Strategy Leadership | CRM Adoption | Sales Technology Consulting

2 个月

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