Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”
An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.
Key Ideas
01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation
05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time
11:13 - How managers can ensure a successful deployment with real, meaningful adoption
14:47 - The value in approaching implementation in “bite-size chunks”
17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities
24:08 - Potential stumbling blocks during an implementation and how to avoid them
Guest Bio
Ravi Muntha
Gerent’s Senior Vice President of Delivery
Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.
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Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”
An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.
Key Ideas
01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation
05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time
11:13 - How managers can ensure a successful deployment with real, meaningful adoption
14:47 - The value in approaching implementation in “bite-size chunks”
17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities
24:08 - Potential stumbling blocks during an implementation and how to avoid them
Guest Bio
Ravi Muntha
Gerent’s Senior Vice President of Delivery
Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.
AOTC EP 27 - A Story Of Survival In The Travel Industry
Ahead of the Curve
21 minutes 41 seconds
4 years ago
AOTC EP 27 - A Story Of Survival In The Travel Industry
On March 15th, 2020 – the Ides of March – the management team at Florida Tours.com, a large transportation company in Miami, began to shut down its operations in the early days of the global pandemic.
Florida Tours plays a large role shuttling passengers and crew members from airports to cruise ships but when the ships stopped sailing, Florida Tours’ buses stopped as well.
But, in the true spirit of entrepreneurship, the team buckled down, went into survival mode, and rode out the storm.
Florida Tours’ story is a story of survival in the face of steep odds. We’d love to tell you that their survival was driven by CRM technology but it wasn’t. In fact, they didn’t have any such digital tools. However, both the CEO and the head of business development now realize how much a CRM system could have assisted in making their recovery even stronger and faster.
In this episode, the CEO and head of business development tell the story of what they did to survive and how they could have done it so much more easily with a CRM system in place. Theirs is as much a cautionary tale as a success story.
Guest Bios
Crane Gladding - Crane has extensive experience in the cruise industry through years spent with Norwegian Cruise Line where he was the Senior V.P. of Revenue Management and Passenger Services. When he left, it was to create Florida Tours.com, a bus travel company that would work closely with cruise operators and others needing large capacity transportation vehicles.
Aaron Florence – Aaron heads up business development at Florida Tours.com. He has spent 20 years in travel, at senior sales levels of travel and tour companies, including US Airtours, the cruise industry and now at Florida Tours.com where he’s responsible for generating new business and retaining existing customers.
Key Ideas
02:03 – Aaron Florence describes the beginning of the long struggle to survive
06:16 – The survival plan and how it came about
13:01 – Implementing the plan was awkward. Why? No CRM technology
18:01 – – How a CRM would have accelerated Florida Tour’s survival
Ahead of the Curve
Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”
An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.
Key Ideas
01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation
05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time
11:13 - How managers can ensure a successful deployment with real, meaningful adoption
14:47 - The value in approaching implementation in “bite-size chunks”
17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities
24:08 - Potential stumbling blocks during an implementation and how to avoid them
Guest Bio
Ravi Muntha
Gerent’s Senior Vice President of Delivery
Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.
