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 35 - Working With Salesforce Marketing Cloud – A Solution Architect’s Point Of View
Ahead of the Curve
12 minutes 53 seconds
4 years ago
AOTC EP 35 - Working With Salesforce Marketing Cloud – A Solution Architect’s Point Of View
In this episode, we’ll talk to one of Gerent’s solution architects to learn how he works with Salesforce Marketing Cloud, adapting it to create implementations that give our customers the solutions they’re looking for and, often, more than they’re looking for.
Potential Salesforce customers will also gain a greater appreciation of why it’s so important to choose an experienced implementation partner – one that will take the time to fully understand how a client’s business works, be able to then envision a solution, and, finally, design and implement that solution so that the client’s goals are met.
At the same time, getting the goods from a solution architect is one of the best ways to understand how flexible, adaptable, and “friendly” Salesforce products can be when married with legacy technology.
Guest Bio
Ryan Clayton has been with Gerent for several years. He currently focuses on Marketing Cloud but his implementations, too numerous to count, have seen him working as a cloud architect, technical architect, and a senior developer success agent at Salesforce specializing in Marketing Cloud. He brings all that experience to bear for Gerent’s clients on a daily basis.
Key Ideas
01:24 – Why Gerent carefully chooses only those components of Marketing Cloud that will best serve the client
03:03 – Salesforce Marketing Cloud products are stand-alone. So how does the architect ensure they will work with existing technology?
05:08 – The strategies that can be used to meet client objectives while staying within the client’s budget
06:24 – Why CTOs don’t need to worry about Marketing Cloud failing to integrate with legacy software systems
07:28 – Migrating data is a big undertaking. Should ALL data be migrated to Marketing Cloud? Ryan has a strategy for that
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.
