Considerations for Merging Salesforce Orgs

Companies that consist of multiple divisions and business units often need to consider whether it is more efficient to merge multiple Salesforce orgs into one, or whether to continue operating on independent platforms.

The decision is one of weighing tradeoffs, rather than a simple straightforward move to move from managing (and paying for) many items instead of one.

From a license cost perspective, the savings from merging multiple orgs is likely small. Perhaps the combined license count of the merger will move your company into a new volume price break.

They key question is whether merging orgs will reduce the complexity to manage the combined platform when compared to maintaining separate orgs.

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3 Tips for Salesforce Go-Live

Looking to have a successful Salesforce platform launch? These Salesforce implementation tips are sure to get you and your team up to speed.

1. ORGANIZE RESPONSIBILITIES

Structure is not optional for a Salesforce implementation. While Salesforce’s tools, visualizations, and automations do a lot on their own, a team of people who know how to properly tweak and control its features are the only ones who can properly guide the program.

Your company’s IT department or dedicated Salesforce administrator can control permission sets for different employees, ensuring no one can cause problems in non-relevant aspects of the instance. With proper administration, Salesforce can be a boon at every level of the organization, allowing every employee access to exactly the resources they need.

2. MAKE IT A GAME

Encouraging adoption of Salesforce can be difficult, especially when your team has more pressing tasks than learning a new system. Gamification, the design strategy of making a process like a game with engaging experiences, competition, and rewards, provides an excellent motivator and prevents implementation from becoming a slog.

Send your team over to Trailhead, Salesforce’s learning platform, or read our article on implementing game design elements to learn more.

3. KEEP GOING

Businesses change and develop over time, so should the tools at your disposal. While we definitely do recommend taking a phased approach instead of shooting for the moon right off the bat, the Salesforce platform can continuously be tweaked and developed to compensate for the organizational growth it facilitates.

Stay curious and always think about features or optimizations that can help your business and whether it might be worth implementing them at the current point in your growth. Feel free to reach out to us about managed services offerings for details on creating an ongoing partnership with Salesforce experts for successful administration and expansion.

Rosetree Solutions is a Salesforce implementation partner focused on your success. Ready to get started?

Gamifying Your Salesforce Implementation

It’s not an uncommon problem: your team’s new tools and better analytics are collecting dust in favor of outdated methods – but preference for the tried and true is understandable.  Learning new systems and how to best utilize them requires an additional level of work, easily pushed to the back-burner in favor of more pressing tasks such as calling leads and closing sales.

However, as you know, adoption of Salesforce or related technologies is supposed to increase these metrics in the long term. Game-design elements provide an effective technique to quickly access these improvements and provide motivation for your team, commonly referred to as gamification.

Board games, card games, video games, etc. often require repetitive processes and learning new rule sets, yet people love to learn and play them for extended periods of time. The general idea is to apply similar elements and processes to implementing Salesforce, in turn making adoption an engaging experience.

The two central elements in this process are quantified rewards and making the given process fun. Gamified reward structures go back years to concepts such as sales competitions with monetary rewards, but additional aspects can be included in an age of digital transformation.  With access to thorough metrics in Salesforce, digital and physical rewards and competitions can be tied to a large variety of performance indicators, facilitating a balance of performance and productivity.

Establishing rewards alone, however, may not bring the desired results.  The other element of gamification requires making the learning process an engaging process and bringing out the element of fun in gameplay. Salesforce’s Trailhead learning modules are a great example of this: Through a well-designed intuitive user-interface, learners are guided through their journey with interactive elements, quizzes, and a point/leveling system.

Rosetree Solutions can help you with the technical aspects of your Salesforce Implementation, as well as the technical aspects of gamifying it. With our experience custom-tailoring and developing custom applications for the Salesforce platform, we can craft a solution not only for your business process but one to help your team deploy the powerful technologies at their fingertips and start earning ROI.

Budgeting for a Salesforce Project

If you want Salesforce implementation or development, you need to be aware of the costs associated with the process.

This includes the price required for the appropriate Salesforce licenses, licenses for apps and integration, hours of consultant labor, and the work of your own team to get everything up and running. There is no one-size-fits-all pricing for a salesforce project, and as a business you will need to make decisions about what features you need the most, when you need them buy, and how much money you are willing to spend to ensure the quality of the results.

Different consultants will quote you different prices for the services you request, so how do you navigate what quote is the best value? 

Often, the hourly rate for any given consultant or developer will be based on their experience with Salesforce.  Depending on how complex or crucial your project is to your organization, it may be smart to utilize more experienced consultants.  Partner reviews in the Salesforce AppExchange can give you insight into performance, or check out case studies to see if the consultant has worked in similar industries or on use-cases.  Take the time to ask about the details of the statement of work, including what additional services, like ongoing support, may be included.  Additional Salesforce and/or app licenses may also be necessary to achieve your vision.

Implementing Salesforce for your organization or customizing it to conform to your business process will take work from the inside as well, a cost that could be easily overlooked. 

We recommend making sure your team has an executive sponsor and project manager who can work the consultants and, and in turn assist in disseminating information and helping to train your end-users on the platform.

Here at Rosetree Solutions we’re always happy to talk about a new Salesforce project.  We provide Implementation, Consulting, and Development services so that we can help you achieve your organizational goals and objectives. Our consultants have deep technical experience across multiple industries and specialize in custom application development that can exactly meet your business needs. Feel free to reach out and we can put together a plan to best help your company.

The Salesforce Advantage

We provide our client services through one platform: Salesforce.

That may seem limited, but we focus on Salesforce because we believe the platform it offers is the best.

At the core of what Salesforce offers is trust in its Clouds. Salesforce has provided a reliable and secure web-based service for years now. If your goal is to keep client information secure and functionally accessible through any sort of web-connected device, you should visit trust.salesforce.com to see why we believe in it so much.

In addition to trust and accessibility, Salesforce provides an incredibly powerful and scalable metadata platform. While the traditional process of upgrading legacy enterprise CRM and ERP systems are a logistical nightmare, Salesforce seamlessly provides three releases per year to all customers through the cloud with no manual upgrades or versions to maintain.

Speaking of other features, Salesforce provides an Open API so that your data can be connected to any other systems you need to utilize. While the platform itself is more than capable for most business needs, we understand there will be proprietary or other mandated data systems for parts of your business process. Salesforce’s APIs provide secure connection tools to hook up any outside source, for easily accessible, synced, and secure insights.

Our specialty is tied to one of our favorite features of Salesforce: a flourishing open ecosystem of applications and partners. Even if the functionality you need is not included out-of-the box, Salesforce is sure to connect you with people like us who can help you customize the platform to exactly meet your needs. With the world’s most secure, powerful, and cutting-edge data platform on your side, as well as experienced consultants and developers, you can grow and scale your business faster than ever in the digital age.

4 Tips to Get Value out of Salesforce as Fast as Possible

So you’re interested in Salesforce, and need it making a difference in your company as fast as possible? We’ve picked up a few things over the years about how to get Salesforce implemented and working well across different industries.

HERE'S HOW YOU DO IT.

1. DATA QUALITY IS KEY

If you are migrating data over from another platform, take the time to clean it up and organize it up front. This may be a time intensive process, but it ensures that data-tracking, visualizations, and automation will function properly in Salesforce.

Even if Salesforce is the beginning of a digital data journey for your company, putting steps in place to ensure data quality is key. Set up validation rules and required fields to ensure that all information is inputted properly the first time.

Good data speeds up Salesforce’s ability to provide valuable business insights and mitigates potential revenue loss.

2. START WITH THE SMALL STUFF

While it may be tempting to immediately try to get the most out of the Salesforce platform by shooting for substantial changes, start your implementation by focusing on some smaller tasks. Salesforce is a powerful platform with a multitude of capabilities, and provides plenty of options to be customized to the intricacies of your business.

Small but frequent tasks provide opportune starting points for setting up Salesforce. As your team gets used to creating the platform, you will find yourself impressed with the ease and efficiency of the process. By simultaneously getting familiar with the interface and quickly adding value to your business processes, efficiency at larger tasks will come sooner.

3. LEVERAGE THE CLOUD RIGHT AWAY

The Salesforce platform’s cloud capabilities are one of its biggest advantages. With all data stored online and tightly secured, your CRM experience will become more mobile than ever before, with your data easily accessible through any web browser or through the Salesforce app on mobile devices.

Once your data is transferred over, take advantage of this right away. Where requesting a report ran by a coworker might have been required in the past to figure something out, chances are that data is now at your fingertips. Make the most of it.

4. MAKE A PLAN

While you should start with the small stuff, like we mentioned two points above, be sure to take note of aspects of your business Salesforce could help with. Every business across every industry has unique needs, and the Salesforce platform is well equipped for customization.

Whether it means looking for Salesforce consulting or development of a custom application in the platform, look for ways that Salesforce can keep making your business more efficient in its singular positioning. Building out a plan of phases and goals should help keep you on track with getting the most out your investment.

Rosetree Solutions’ team of architects and consultants has the deep business experience and platform knowledge to help you get value out of Salesforce as fast as possible

Why Enterprise Edition?

Choosing the right edition of Salesforce is one of the first (of many) choices new Salesforce evaluators typically make.  At $75 per user a month, Sales Cloud Professional is adequately advertised as a complete Customer Relationship Management system for any sized team. The lower price point, Essentials at $25 per user a month, is limited to 5 users, so the step up to Professional is an easy decision for any business with a larger team. However, why double that investment to $150 per user for Enterprise?

That answer lies in deep customization and integration options that can take the value of Salesforce to the next level for your company. For hosting all of your information and using the default features, Professional is a great bet. On its own, Salesforce provides a great platform for better managing leads within your sales pipeline. However, depending on what your business requires, there may be other systems you rely on for important tasks.

A primarily benefit of Enterprise is the ability to integrate Salesforce with outside data sources.  Web Services APIs, like the REST API and SOAP API, which respectively provide access of outside objects and integration of data, allow you to bring that other data right into Salesforce, allowing development of a dashboard that is uniquely relevant. Along with the ability to integrate more data, however, is the ability to better visualize and utilize the data you have in Salesforce.

An Enterprise license for Salesforce opens the doors to customizing the functions of Salesforce to be exactly like the functions of your business. Features like Process Builder and Workflow and Approval Automation allow you to build sets of steps and responses that make sense for your company. Automation can make these processes automatic, improving business efficiency to the point where your Sales and Service people have more time and data resources to make an impact where it matters most.

Getting the most out of the Enterprise license requires time and effort, but utilized properly, its features can provide a significant return on investment. Successfully implementing Salesforce requires a step by step process of learning the platform and then adjusting the set-up to meet goals set for your business.

Rosetree Solutions can help in this process with tailored implementation, consulting, and development solutions for Salesforce customers. We are experienced in expediting the Salesforce implementation process, as well as developing custom applications within Salesforce to meet unique business needs.