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Think back to last month, how many process changes took place in your company? What about in your Salesforce org or other applications?
Whether it’s a change to how you define one of your stages or something as simple as a new approval process for a deal exception, every single change requires some sort of communication and training to be adopted.
In fact, without the right Salesforce change management process in place, even a small change is a recipe for bad data, frustrated users and the failure to see operational gains from that change. According to McKinsey only 14% of transformations lead to success.
What makes micro-changes (new fields, new approval processes) so hard to manage today?
The answer is simple: time is money.
I know first hand from my prior life managing Sales Ops (which included owning Salesforce and all productivity tools) that driving change – especially micro-ones – is painful.
It’s one thing to migrate to lightning, it’s another to add a new field to your Opportunity object. For most small changes, it’s hard to justify taking your sales team away from selling for the 10th time that quarter to train them on a simple new workflow in Salesforce.
That’s why it’s common practice to over-communicate changes by repetitively posting them in every channel possible (Email, Slack, Chatter + Team meetings) just to be sure everyone sees it. One word: Noise.
Same goes for documentation. Most teams have Google Docs, Sales Process PowerPoints, LMS courses, cheat sheets…no wonder employees have a hard time keeping track.
New: In-app notifications to accelerate change
With Spekit’s new Notifications, these micro-changes no longer need to give you or your team a headache (or data to cleanup).
Whether your users are in Salesforce or in their email, they’ll never miss another update.
Notify your team where it matters most
Forget the days of hoping that someone read your email. Now your users will instantly get a notification about your update through the Spekit Chrome Extension, right in their workflow for easier than ever Salesforce change management.
The best part? It’s really easy to notify your users of a change.
When updating or creating a Spek, it’s up to you to decide whether or not to notify your team. More importantly, it’s up to you if you want to send them an email, just send in-app updates or both!
Analytics to help you monitor who has seen the change
With Spekit Analytics, keep track of which updates your users have viewed and make sure everyone is informed – whether it’s for compliance or just to give your team a hard time for saying “they read it” when we both know (now for sure) that they didn’t.
This is all included with Spekit Boost for free! 🚀🚀🚀
You read that right, this is all included as part of our free plan. What are you waiting for?
