Successful Salesforce Implementations Begin with a Clear Scorecard

Nov 3, 2023 | Strategy & Execution

I’ve been reflecting quite a bit this week at two community events in the Salesforce nonprofit world. Systems don’t bring clarity of vision, but they can provide clear feedback on progress toward that vision.

Define what winning looks like for your team, then, and only then, build a system to help them win quicker and seamlessly report those wins.

You’ll be surprised how much more you can accomplish and how many user adoption issues scale down when you review core metrics weekly based on Salesforce data.

This may seem basic, but we neglect first principles of operations more than we want to admit. If your organization’s leadership team, or leaders of a certain program, can’t define measurable outcomes and activities, you can’t expect your Salesforce team to wave a magic wand to produce value.

Don’t go buying new Salesforce licenses or start building until you have your core list of measurable activities and outputs that you strategically want to review on a weekly or monthly basis.

This will be your north star in development and implementation. At least a section of these numbers should be shared across programs, but there will be unique measurables you track for each separate program. This means each product delivered to each program may have its own development path and you shouldn’t expect both to be delivered at once, on your short timeline. It’ll take time, and you should iterate program by program constantly engaging the team that defined the core feedback metrics.

If you can’t get leadership to take the time to engage in defining success at the vision level, and how that trickles down to individuals, why expect your teams to take the time to learn a new tool?

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