Pragmatic Peek: Get the most out of your Salesforce investment

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

Pragmatic Institute

Pragmatic Institute is one of the world’s largest and most-respected product and data training companies on the market. In addition to offering instructor-led online and in-person training, the company also provides hands-on practice, templates and access to an alumni community where professionals can connect with peers around the world. With nearly 30 years of experience in the industry, Pragmatic Institute has successfully trained more than 200,000 professionals at 8,000 companies across six continents.

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