Salesforce Change management is a collective term for all approaches to prepare, support, and help individuals and organizations to make organizational changes. Adapting to changes is an integral part of successful business growth. In this digital world, new technologies are constantly developing, and new competitors are entering the market. So companies should keep on changing their organizational process for enhanced growth, increased employee engagement, and successful initiatives.

Today CloudVandana will give an overview of the Salesforce change management process and its benefits to organizations.

Change is hard to accept, even if it promises new benefits and greater convenience. So users face various challenges with the CRM upgrades. Salesforce releases three updates in a year, so managing the response is essential for the successful adoption of the new and powerful features of the platform to get a competitive advantage.

As a result, organizations need to create a solid Salesforce Change Management plan to enjoy real-time guidance within the application.

Let’s have a look at the vital change Management Plan.

7 Essential Change Management Process

1. Understand The Necessity Of Change

Organizations should always anticipate what the users want from the Salesforce software by running continuous improvement surveys that help two-way communication between end-users and change leaders. If the change matches the employee’s requirements, it will be easier to accept the update.

2. A Proper Strategy

Organizations should set their vision first for the change. This might be based on business needs and user feedback. They should predict the scope of each change by anticipating user reactions. If organizations are planning on adding a new app or tab into Salesforce, then users might complain about the longer workflow. So before execution, predicting possible changes will help in dealing with them.

Organizations should clearly outline the change management roles and responsibilities of individuals and teams. This might include a change management task force. Finally, organizations should define the way of measuring success. The metrics could be a mix of organizational, individual, and change management performance.

3. Emphasis On The Change Requirement

Teams can make late deliveries. To overcome these delays in change management, the development teams should prioritize the tasks on hand in a phased manner. Organizations can execute customer-centric and remedial changes along with transformation and structural changes. By prioritizing changes and defining their effect of them, organizations can prevent delays and restrictions in the initial phases.

4. Phase The Rollout

Change should be simple to prevent the change management task force and the end-users from getting overwhelmed. To avoid this situation, businesses should prioritize the rollout of features that are most difficult and delivers maximum return on investment. Once this is completed, the next set can be implemented.

5. Quality Assurance Testing

After completing the development phase, users can move on to quality assurance testing. QA testing is done to ensure that the software is error-free. In this phase, Salesforce application components, including workflows, configuration, and features, are tested regressively until the errors are eradicated.

The quality assurance team maintains sandboxes to migrate the code for testing. Unit testing and automated testing on various components can monitor the performance of the components and create bug lists. By monitoring the lists, developers can address the issues and continue until the bugs are put to rest.

6. Training For Better Adoption Process

The addition of the new Salesforce feature can be challenging for employees. These challenges can make the employees scared about the technology and prevent them from engaging with the tool and related training in a positive way. So they should be trained in a light way for better adoption.

7. Salesforce Change Management Optimization

Organizations can collect the user experience related to the change. At the same time, awareness can be circulated, and feedback can be collected to improve the change management process. In such a way, organizations can optimize change management.

Are you still confused about Salesforce implementation and the change management process in your organization? Please schedule a call with the Salesforce partner CloudVandana and focus on your core business process, leaving the whole Salesforce responsibility to us. Call us now to reach your goal.