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Pragmatic Peek: Get the most out of your Salesforce investment

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Salesforce

Salesforce

If you have plans to expand your Salesforce environment this year but are unsure how to undertake the effort, you’re not alone. Thirty-eight percent of respondents to a Spinnaker Support survey said they have only marginal success in implementing new Salesforce functionality, and only 8% of respondents give their companies the top mark for this work.

“Salesforce’s relentless expansion provides businesses with exciting opportunities for innovation, but companies face serious challenges with routine updates and adding new features,” said Chad Stewart, vice president of SaaS global support services at Spinnaker Support. The company provides Salesforce implementation and ongoing managed services.

The survey also reported that:

* 40% of respondents said their companies are “very good” at handling daily Salesforce administration and maintenance, while 60% reported delays or confusion.

* Companies have ambitious plans for 2021: Integration (30%) and optimization (29%) of existing systems are among the top Salesforce goals. 29% of respondents also cited implementation of new cloud services as a top goal.

* Organizations want to expand their Salesforce ecosystem but lack the right personnel or expertise to achieve these goals (62%).

“Companies that integrate the latest Salesforce offerings will enhance customer engagement programs, close more deals and separate themselves from those that do not,” Stewart said.

Pragmatic Take: You can implement all the sales tools you want, but if they don’t work for your team or aren’t optimized for your organization or products, but they’re probably not worth the investment.

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  • Pragmatic Institute is the transformational partner for today’s businesses, providing immediate impact through actionable and practical training for product, design and data teams. Our courses are taught by industry experts with decades of hands-on experience, and include a complete ecosystem of training, resources and community. This focus on dynamic instruction and continued learning has delivered impactful education to over 200,000 alumni worldwide over the last 30 years.

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