To whom it may concern - why you MUST have a Salesforce Platform owner!

Do you have more than one:

- Salesforce licensed Cloud

- System Integrator building your solutions

- Salesforce Org within your Enterprise

- Business Unit using Salesforce?

Chances are you have a number of people managing their bit of Salesforce but I see many Enterprises not getting the value they want or need from their Salesforce investment.

It's not just about managing Orgs; it's about having someone who lives and breathes the full Salesforce strategy and optimisation across the complete Enterprise.

Organisations often deal with integration issues, low ROI, and inefficiencies. It’s not their fault – they assume Salesforce doesn’t need a full-time owner, but these problems indicate a deeper need for focused management.

Is your Salesforce solution potential fully unlocked or falling short?

I often see businesses facing low user adoption, poor data quality, and integration nightmares.

It’s not their fault – they believe Salesforce can be managed as a side task. However, this leads to subpar performance and missed opportunities.

The most successful customers I see have a dedicated Salesforce Platform Owner who lives and breathes the full Salesforce strategy and optimisation across the complete Enterprise to focus on:

?? Holistic Alignment: Ensuring Salesforce aligns with business goals, overseeing all aspects of use within the enterprise

?? Strategic Integration: Ensuring smooth integration between systems within the enterprise landscape

?? Continuous Improvement: Staying updated with new features, best practices and driving innovation into the business

?? Enhanced User Adoption: Driving training and engagement across teams, boosting user competence and satisfaction

?? Vendor Alignment: Holding Salesforce to account both in terms of effective collaboration from their product, marketing & success teams as well as having enterprise wide value conversations across the complete contract and term, through to renewal.

Holistically manage salesforce across your enterprise

Many enterprises think they have what they need to manage Salesforce, but without a dedicated Enterprise Platform Owner, they are missing out on incredible opportunities.

This is your pathway to enterprise success:

1?? Recognise the Need - Identify the value of a dedicated SPO

2?? Define Responsibilities - Outline the strategic and operational duties

3?? Align to Strategic Goals - Ensure all Salesforce initiatives are aligned and managed to deliver the required business value

4?? Enhance Data Quality - Focus on data management practices to improve the most impactful datasets used within Salesforce across the enterprise

5?? Foster Adoption - Develop programs that increase user proficiency and understanding of both business and technical needs

6?? Streamline Integrations - Ensure business systems are connected seamlessly to support the end to end business processes

7?? Stay Updated - Keep track of and adopt new Salesforce innovations and features when made generally available

8?? Promote Continuous Improvement - Realise Salesforce is not one and done and both its effectiveness and value to the business should be regularly reviewed and improved (or dropped)

9?? Encourage Collaboration - Establish cross functional teams to bring diverse input, requirements and learnings together

?? Measure Success - Define a value framework for Salesforce success through KPIs and measure the Salesforce ROI regularly.

Wondering if you’re truly maximising your Salesforce investment?

Do you want to be more successful with Salesforce? You might be surprised at what’s possible.

Take our 5 minute quiz and uncover actionable ideas to get more business value from the investment you are making.

?? Take the Quiz here NOW https://www.successkoa.com/ElevateYourROI ??

#BusinessGrowth #UnlockPotential #SalesforceSuccess

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I work with enterprises to unlock the Salesforce value and the innovation they are missing out on.

Why me? I have a unique view having over 11 years working in Salesforce #CustomerSuccess and I know what it takes to make your solutions successful.

Curious? Repost it on your network, and follow me for more Customer Success with #Salesforce.