5 Ways A Successful Salesforce Implementation Facilitates Change Management


By Lauren Keepers

Change—when managed effectively—can be the determining factor that sets successful organizations apart from their declining counterparts. Nevertheless, Forbes indicates that 70 percent of change management efforts fail for various reasons, including a weak culture that isn’t aligned with the mission, a lack of employee buy-in and under-communicating a powerful vision.

Organizational change management (OCM) is a collective term that represents all approaches to preparing, executing and sustaining change across a business. The companies that can abide by common change management principles and seek collective day-to-day action on these process-oriented activities are the companies that will reign victorious in their competitive landscape.

A business that produces successful OCM outcomes will proactively: 

  • Assess technological transformation needs. 
  • Conduct process reviews. 
  • Research and analyze consumer behavior trends. 
  • Identify restructuring opportunities via new business acquisitions, mergers or partnerships. 
  • Rethink resource alignment and overall budget allocation. 

The real question is: how do you ensure that your company is promoting ongoing OCM efforts? The answer is Salesforce. When configured correctly, Salesforce has the ability to advance continual OCM and elevate worker experience (WX). 

Here are five ways a successful Salesforce implementation can facilitate change management: 

#1 | BREEDS A COLLABORATIVE OFFICE CULTURE 

A company has struck gold when it understands how to properly foster two-way feedback between employees and leadership. Those two channels of feedback—combined with operational scalability and organizational strategic planning—are necessary for effective, ongoing change management and can be facilitated by Salesforce through:

  • Performance management and appraisal app integrations.
  • Defined activity dashboards for management to provide actionable feedback.
  • Synthesized customer data that can be leveraged cross-departmentally. 

Taken collectively, this fosters increased employee involvement and engagement across teams regardless of seniority level. 

#2 | INSPIRES IDEATION 

According to Salesforce, 47 percent of employees identify meetings as the largest time waster or distraction while at work. Trying new things in the heat of the moment rather than structured deliberation can also be instrumental in grooming innovative and experimental thought. When implemented correctly, Salesforce holds the power to eliminate superfluous meetings and boost overall productivity by shining a light on organizational areas of opportunity through innovation-based KPIs

Determining goal-oriented metrics for collaborative ideation furthers a company’s ability to revolutionize its processes and products that affect the customer experience (CX). Measured innovation can be divided into two main categories and then tracked within Salesforce. The first category is input metrics, which accounts for the human or financial resources required to drive innovation. The second category is output metrics, which accounts for the quantifiable improvement of profit or process derived from the initial input. By accurately defining innovation KPIs in Salesforce, you’ll avoid group-thinking tendencies and influence urgency and competition within your team to move forward with new changes. 

#3 | ADVANCES BRAND AWARENESS   

Change management is a strategy that enables a company to move in the direction of its desired state, whereas branding is the positioning of internal and external employee perception of a business. Through its Marketing Cloud and Pardot solutions, Salesforce helps marketing teams promote brand integrity by aligning internal and external brand awareness. Therefore, the collective “we” is driven forward as a single, unified brand identity, which is a necessary step in gaining employee advocacy for any brand’s mission. Branded email templates, social posts and other web communications have the ability to define and secure workplace culture, solidifying a company’s brand identity and its greater mission is as it evolves. 

#4 | STREAMLINES CROSS-DEPARTMENTAL COMMUNICATION   

Salesforce Chatter can serve as the focal point of internal communication and collaboration through its robust intranet and directory capabilities. When implemented correctly, Chatter can engage interdepartmental teamwork and forge between-team alliances. In this way, navigating change becomes easier when stronger internal partnerships are in play. 

#5 | ENHANCES OPERATIONAL TRANSPARENCY   

Developing a central information repository is an essential element in being able to pinpoint organizational process gaps. Without WX data like the number of leads generated or CX data such as a social media review, organizations have no visible avenue for growth. Salesforce inherently promotes the collection and usability of clean, healthy data, which ultimately enriches dashboard insights for operations-focused teams to improve and advance internal workflow efficiency and productivity—a critical factor in successfully managing organizational change.


Need more information on how a Salesforce solution can help your business ride the waves of change? Contact one of Canpango’s consulting experts today.

Featured Posts

The Fix

Stay in the know with monthly insights and updates delivered directly to your inbox.