Salesforce and Change Management

If you are introducing new features or processes to a Salesforce instance, then you might make or break the system. In the contemporary business environment, a CRM like Salesforce has become the backbone of every sales team. They optimize their day-to-day tasks and win more deals thereby making more profits. But then, there is always space for improvement and change in a CRM and business process, isn’t it? That’s when a change management process and strategy come into play. In this article, we will cover what is Change Management, why should changes be managed effectively or their importance, and finally how it can be done.

A methodical approach is usually adopted by organizations involving both technology and employees to manage all the changes. This process is vital for organizations to run the processes smoothly and achieve their goals.

Salesforce Change Management is an umbrella term that includes all activities related to managing changes within the Salesforce instance. As and when the end-users start using the system, a lot of ideas or alternatives may pop up. These types of changes need to be collected, coordinated between the teams, and implemented periodically.

The three main areas of change management are:

Business Process: When making changes to a business process, management and stakeholder involvement is necessary. The changes list needs to be collected and prioritized based on a number of factors.

Technology: Following Agile business processes and Salesforce best practices while implementing changes could come in handy.

People: End-users adopting a change is important to a business, so communication is key.