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The Advocate of Change: The Central Role of the Salesforce Administrator
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Transcript of The Advocate of Change: The Central Role of the Salesforce Administrator
THE CENTRAL ROLE OF THE SALESFORCE
ADMINISTRATOR
The Advocate of Change:
THE ADVOCATE OF CHANGE: THE CENTRAL ROLE OF THE SALESFORCE ADMINISTRATOR 2
Customer engagement will soon overtake
productivity as the primary driver of corporate
growth. Salesforce™, the world’s most popular
CRM application, is enabling this organizational
shift and helping companies get closer to their
customers.
This focus on positive customer engagement
starts first with engaged employees. An
organization’s ability to harness employee ideas
and knowledge is the key to driving effective and
meaningful business change. Salesforce should
be at the center of your innovation strategy. It’s
your anchor for customer information that drives
employee collaboration.
EMPLOYEE ENGAGEMENT DRIVES INNOVATIONSalesforce brings the potential for endless
innovation, but technology is only an enabler.
Empowered and educated employees maximize
Salesforce ROI and business value.
Salesforce is a mature and complex enterprise
application with many new releases and
company acquisitions annually; there are always
new functionalities to consider. Keeping the
technology’s functionality aligned to your
company’s changing business goals requires
dedicated, skilled resources. Your Salesforce
administrator is responsible for optimizing
Salesforce to suit your business and plays a
critical role in driving user adoption.
WITH SALESFORCE.COMACTIVATE BUSINESS INNOVATION
Gartner named Salesforce the leading global CRM software solution, recently surpassing SAP.
YEAR-OVER-YEAR GROWTH FOR SALESFORCE
THE ADVOCATE OF CHANGE: THE CENTRAL ROLE OF THE SALESFORCE ADMINISTRATOR 3
HOW ENGAGED ARE YOUR EMPLOYEES?ONLY
SALESFORCE INNOVATIONSTAFFING FOR
Salesforce penetration continues to grow at
a rapid rate, resulting in a highly competitive
market for skilled talent. Setting aside budget
and resources for the ongoing management
of your Salesforce instance is as crucial as
the go-live itself.
Investing in the right strategic resources
to manage your live Salesforce instance is
essential for companies that wish to maximize
ROI. These experts will activate the innovation
of your Salesforce instance by prioritizing
projects, eliminating backlog, and enforcing a
governance strategy. This team, including project
managers, business analysts, business architects,
developers and administrators, are the front
runners that will grasp, prioritize, and execute
on the changes of your org. While each of these
positions play a crucial role within your instance,
your administrator is the backbone. Their
knowledge is key to delivering agility, flexibility,
and innovation to your Salesforce instance.
THE DRIVER AND ADVOCATE OF CHANGECentral to any Salesforce staffing strategy is
your Salesforce administrator. Regardless of
whether it is a smaller deployment or a full
corporate rollout, administrators play a key role
in advocating and managing change across both
your instance and users.
Enable your Salesforce administrator to be your
best asset. He or she is the force that drives
value to your instance. With a knowledgeable
and engaged administrator, your organization
will see rapid returns, including fast adoption,
speed of deployment for new functionality and
productivity gains that affect your bottom-line.
Consider a 2:1 investment ratio of people vs. technology—for every dollar you spend purchasing a new technology, spend two on the people who’ll use it.
–Eric Berridge • CEO • Bluewolf
OF AMERICAN WORKERS ARE ENGAGED IN THEIR JOBS
-WASHINGTON POST
THE ADVOCATE OF CHANGE: THE CENTRAL ROLE OF THE SALESFORCE ADMINISTRATOR 4
Responsibilities• Creating user profiles, reporting, activating
workflows, policing data quality, and
educating new users
• Managing customization projects,
creating new workflows and fixing errors,
managing backlog
Key Drivers + Motivators• Salesforce is seen as an innovative tool
but must be activated by an educated
administrator
• Solves complicated problems that impact
the whole business
• Ensures project timelines and workflows
progress smoothly to completion of project
on-time and on-budget
Pain Points• Lack of industry best practices
• Limited resources and budget to obtain
skills and stay current
• Managing long-term development projects
against short-term fixes and customizations
• Not seen as a strategic part of the business
• Frustrated end users, lack of user adoption,
broken reporting
• Massive backlog and lack of prioritization
SALESFORCE ADMINISTRATOR?
WHO IS THE
THE ADVOCATE OF CHANGE: THE CENTRAL ROLE OF THE SALESFORCE ADMINISTRATOR 5
Each Salesforce instance is unique. How
customized or mature is your Salesforce org?
A smaller or more standard Salesforce org may
only require a single administrator with access to
skilled resources like training and development.
Alternatively, custom and/or global deployments
may require multiple administrators, developers,
and cloud governance experts.
Depending on your specific instance, the
strategy of sourcing key administrative talent
will differ. Take into account your budget when
considering the different options of outsourcing
resources versus investing in in-house talent.
PROS CONS
Existing Employee
• Familiar with your business processes,
culture, goals
• Requires training and education
• May have limited or no hands-on Salesforce
experience
New Full-time Employee
• An administrator with past Salesforce
experience gives your business a jumpstart
• Drives new innovation and insights from
past experience
• Lacks knowledge of your specific Salesforce
instance
• May take time to understand your priorities
Part-time Contractor
• Expertise from other client engagements,
brings best practices
• Flexible, cost-effective resource,
depending on number of users/employees
• Not solely focused on company needs and
may have limited availability
• Lack of resources can cause a bottleneck
On-demand Call Center
Support
• One-on-one support to address issues
• Charged only for the hours used, enabling
you to do more for less
• Restricted amount of hours can limit focus on
resources and ability to address all issues
• No proactive guidance or business process
solutions
• Lack of understanding of culture/processes
Contracted Project Team
• Team of experts for less than the price
of full-time employees
• Brings in outside knowledge and best
practices
• Predictable budget with no employee
overhead to manage
• Requires time investment to delegate team’s
priorities and proactively set their timelines
• Must be a cultural fit to ensure trust,
transparency, and efficiency
WHO IS YOUR
ADVOCATE OF CHANGE?
YOUR SALESFORCE STAFFING OPTIONS
THE ADVOCATE OF CHANGE: THE CENTRAL ROLE OF THE SALESFORCE ADMINISTRATOR 6
MOTIVATE TO INNOVATERETAINING TALENT
Once you’ve chosen a staffing strategy, focus on
retaining the core talent in which you’ve invested.
Driving innovation takes the right knowledge
and vision to grow your business toward its full
potential. Finding and retaining top talent is
crucial. Talent retention and team morale should
be a key focus of an IT leader. Recognize and
treat your Salesforce administrator as an
unsung hero of the organization.
Enable them with the ability to evaluate and
qualify requests based on the value they will
drive to your business.
Provide tools and strategies that support a
cloud governance model and invest in their
professional development.
Once trained, they will be motivated and
focused on solving problems that reinforce
and drive business growth.
EMPLOYEE EDUCATION INCREASES ROIResearch conducted by salesforce.com shows
that when administrators and users receive
training on Salesforce, user adoption rates
increase 52% and sales pipeline increases 132%.
These results don’t come overnight. This is
dependent on the investment you put into both
your employees and the instance itself.
Training and education prior to go-live will
substantially reduce the ongoing maintenance
fees of your Salesforce instance. An expert
administrator will drive quality, self sufficiency,
and speed within your organization, while
carving a path for innovation and efficiency
in your business.
The US bureau of Labor Statistics predicts that the employment rate for Salesforce administrators will grow by 15% between 2008 – 2018.
higher user adoption rates
increase in sales pipeline
The Value of TrainingWhen employees receive training on
Salesforce, companies see:
THE ADVOCATE OF CHANGE: THE CENTRAL ROLE OF THE SALESFORCE ADMINISTRATOR 7
GENERATION YTHE EFFECT OF
While focusing on employee retention, keep in
mind the culture of younger generations as they
become increasingly influential in the workforce.
The shifting focus on technology is leading a
cultural change for all tech experts, but it is
specifically led by the demand for top notch
Salesforce resources. This younger generation is
not intimidated by application change, but rather
embraces and understands the reason for it.
Known as digital natives, Generation Y is
innately more comfortable and competent with
social, mobile, and cloud technology tools.
They realize technology’s inherent ability to drive
efficiency, increase productivity, and deliver a
competitive edge. This generational shift lends
itself well to the skills needed to be a successful
Salesforce administrator; challenge their
knowledge and engage their ideas, make them
part of a user-driven innovation process. They
are your advocates of change.
Salesforce administrators in this younger
generation are driven by the ability to rapidly
deliver enhancements across the system, at
a pace that is only limited by users’ ability to
adopt it. A willingness to dig in and embrace a
new level of organizational chaos will ultimately
make your organization willing to work in an
agile manner, adopting new functionality quickly,
and delivering innovation that matters to your
users and ultimately your customers.
The first challenge for the companies that want to hire the best young workers is getting them in the door. They are in high demand...entrepreneurship now functions as a safety net for this generation.
“What Gen Y Really Want” • Time.com
How much value are you getting from Salesforce?Is your Salesforce instance
reactive, steady, or agile? Key
elements to consider:
Vision
Has the leadership
team defined the
role of Salesforce
within the
organization?
ProcessWhat is the level of
business process
maturity?
AbilityIs there a resourcing
strategy for
executing ongoing
innovation?
THE ADVOCATE OF CHANGE: THE CENTRAL ROLE OF THE SALESFORCE ADMINISTRATOR 8
As Salesforce becomes the world’s most
used CRM solution, it is essential that you
have the right resourcing strategy to gain
maximum business value from the platform.
Stay educated on the breadth and depth of
Salesforce’s functionalities. A skilled Salesforce
administrator is critical to the success of your
CRM implementation.
Their knowledge and education is a catalyst for
your business’s ongoing efficiency, productivity
and, most importantly, ROI. Understand the
drivers that motivate your administrative team
and invest in their development and education
to differentiate your business and drive
profitable growth.
GET TRAINED!CONCLUSION
We engaged Bluewolf because we needed a partner that could customize Salesforce to satisfy our unique needs, yet could also help us with the training effort and global adoption.
–Bill Nelson • EVP Worldwide Sales • Nuance
EDUCATE YOUR TEAM. DRIVE SALESFORCE
EFFICIENCY & ADOPTION.
Salesforce Administrator Training
Salesforce Developer Training
End User Training
Private Training
eLearning
BLUEWOLF’S LEARNING SERVICES
Bluewolf is a global business consulting firm.
Companies across the world choose Bluewolf
to help them engage their customers and
drive more sales. As the first global business
consulting firm born in the cloud, Bluewolf’s
strategic consulting, implementation, training,
and innovation services drive business outcomes
in weeks, not years.
Our proven Agile Business Transformation
methodology helps clients rapidly innovate their
business processes and technologies to translate
strategic goals into sales. And our people are
recognized for having the competencies and
entrepreneurial energy to shape agile, customer-
obsessed enterprises that sustain profitable
growth in competitive markets.
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