Nothing kills productivity like “swivel chair” moments, when employees have to pivot between multiple platforms and programs just to get their job done. But what if you could condense all of your daily tasks into the same platform you already use for daily communication, and work seamlessly in one place throughout the day– no pivoting required?
Whether you’re brand-new to the solution or you’ve been messaging coworkers on Slack for years, there are likely still some game-changing features you might not know about. From approvals to integrations, check out the latest Transformation @ Work to learn how to transform Slack into a superpowered collaboration station.
Key Insights
02:01: Understanding Slack’s transformation from a communications platform to an all-in-one collaboration solution
02:40: How switching between programs and solutions can add up to significant time costs for employees– and how Slack can help
04:36: Exploring Slack’s template library, and what its out-of-the-box automations have to offer
06:01: How employees can leverage Slack’s workflow builder to create custom third-party automations
08:15: Slack automation in action: real-world use cases for how teams are streamlining processes via automation
10:35: Leveraging Slack apps to strengthen company culture and deepen employee relationships
Guest Bios
Krishna Patel, Partner Engineer, Slack
Krish has spent the past several years working deeply with Slack as a solution, which gives him an in-depth understanding of the product and its capabilities. In his current role as Partner Engineer for the solution, he works closely with partners and developers to drive product integrations and deliver technical solutions to address needs across the Slack ecosystem.
Kishan Patel, Senior Solution Consultant, Gerent
An 18X Salesforce-certified product expert, Kish brings years of experience and a wealth of technical expertise to his current role as Senior Solution Consultant. He specializes in building strong relationships with internal and external partners to identify pain points and develop winning solutions that drive customer success.
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Nothing kills productivity like “swivel chair” moments, when employees have to pivot between multiple platforms and programs just to get their job done. But what if you could condense all of your daily tasks into the same platform you already use for daily communication, and work seamlessly in one place throughout the day– no pivoting required?
Whether you’re brand-new to the solution or you’ve been messaging coworkers on Slack for years, there are likely still some game-changing features you might not know about. From approvals to integrations, check out the latest Transformation @ Work to learn how to transform Slack into a superpowered collaboration station.
Key Insights
02:01: Understanding Slack’s transformation from a communications platform to an all-in-one collaboration solution
02:40: How switching between programs and solutions can add up to significant time costs for employees– and how Slack can help
04:36: Exploring Slack’s template library, and what its out-of-the-box automations have to offer
06:01: How employees can leverage Slack’s workflow builder to create custom third-party automations
08:15: Slack automation in action: real-world use cases for how teams are streamlining processes via automation
10:35: Leveraging Slack apps to strengthen company culture and deepen employee relationships
Guest Bios
Krishna Patel, Partner Engineer, Slack
Krish has spent the past several years working deeply with Slack as a solution, which gives him an in-depth understanding of the product and its capabilities. In his current role as Partner Engineer for the solution, he works closely with partners and developers to drive product integrations and deliver technical solutions to address needs across the Slack ecosystem.
Kishan Patel, Senior Solution Consultant, Gerent
An 18X Salesforce-certified product expert, Kish brings years of experience and a wealth of technical expertise to his current role as Senior Solution Consultant. He specializes in building strong relationships with internal and external partners to identify pain points and develop winning solutions that drive customer success.
T@W Ep 47: Answering The “How”: Building An Effective Salesforce Pre - Implementation Roadmap
Transformation @ Work
22 minutes 30 seconds
1 year ago
T@W Ep 47: Answering The “How”: Building An Effective Salesforce Pre - Implementation Roadmap
A Salesforce implementation is a major undertaking that constitutes thousands of dollars and weeks to months of training time. Ensuring that deployment is a success — and that your investment doesn’t go to waste — is imperative. So, how do you make sure that teams stay aligned, objectives are hit, and adoption happens long-term?
To find the answer, you need to go back: before the first training is held, and before a developer ever sits down with a given project. In this episode of Transformation @ Work, our experts look at the pre-deployment meetings between team leaders and their technology partners, when they work together to develop a plan that answers not only the “what” of a Salesforce implementation, but the “how” as well.
Key Insights
02:35: Understanding the impact an effective implementation plan can have on an organization’s adoption rate and success with Salesforce
04:25: The “what” vs. the “how”: why organizations often fail to clearly map out their implementation journey
07:59: The first step in an effective deployment plan: defining what success looks like for your organization
11:21: Key considerations when assessing new technology, and building a plan for how to use it effectively
12:36: Visualizing what success looks like post-implementation, and identifying how your team can work towards that end-state
15:19: Key questions for team leaders to ask their technology partners to ensure a comprehensive implementation plan
18:01: The importance of regular check-ins to ensure your team is trending towards your stated implementation goals
20:23: Putting it all together: how building an effective implementation plan prepares organizations to embrace change and anticipate the unexpected
Guest Bios
Nicole Guerra, Sales Director, Consumer Business Services, Gerent
Nicole's experience in the Salesforce ecosystem covers all aspects of the digitalization journey, from starting as a Salesforce super-user within a customer organization, to working as an account director at Salesforce, then transitioning into the world of consulting. That range of perspectives gives her keen insight into the process of implementation, and how organizations can best ready themselves for Salesforce success.
Eric Saxton, Sales Director, Consumer Business Services, Gerent
Eric brings a wealth of experience to his current role, having worked with manufacturers, nonprofits, educational institutions, and travel and hospitality groups, and having been on both sides of the implementation process as a customer and consultant. Having seen the ups and downs of the tech deployment process, he is able to confidently lead different kinds of organizations through their digitalization and Salesforce journey.
Transformation @ Work
Nothing kills productivity like “swivel chair” moments, when employees have to pivot between multiple platforms and programs just to get their job done. But what if you could condense all of your daily tasks into the same platform you already use for daily communication, and work seamlessly in one place throughout the day– no pivoting required?
Whether you’re brand-new to the solution or you’ve been messaging coworkers on Slack for years, there are likely still some game-changing features you might not know about. From approvals to integrations, check out the latest Transformation @ Work to learn how to transform Slack into a superpowered collaboration station.
Key Insights
02:01: Understanding Slack’s transformation from a communications platform to an all-in-one collaboration solution
02:40: How switching between programs and solutions can add up to significant time costs for employees– and how Slack can help
04:36: Exploring Slack’s template library, and what its out-of-the-box automations have to offer
06:01: How employees can leverage Slack’s workflow builder to create custom third-party automations
08:15: Slack automation in action: real-world use cases for how teams are streamlining processes via automation
10:35: Leveraging Slack apps to strengthen company culture and deepen employee relationships
Guest Bios
Krishna Patel, Partner Engineer, Slack
Krish has spent the past several years working deeply with Slack as a solution, which gives him an in-depth understanding of the product and its capabilities. In his current role as Partner Engineer for the solution, he works closely with partners and developers to drive product integrations and deliver technical solutions to address needs across the Slack ecosystem.
Kishan Patel, Senior Solution Consultant, Gerent
An 18X Salesforce-certified product expert, Kish brings years of experience and a wealth of technical expertise to his current role as Senior Solution Consultant. He specializes in building strong relationships with internal and external partners to identify pain points and develop winning solutions that drive customer success.
