Migrating from Classic to Lightning (Successful Projects)

Improved Apps is ideal for Salesforce Customers who are embarking on any Lightning project.  The Lightning user interface (UI) is a step-change from the Classic UI that users will be familiar with. 

We are often told “All change is painful” and for sure, one of the biggest issues will be coping with the frustration of unfamiliarity for completing familiar tasks.  That said there are many good reasons to move to the new Salesforce UI, which has been built around customer requirements. Improved Apps technology can make your move a whole lot easier.

“The migration can be de-risked and simplified by implementing Improved Apps now, in your Classic environment, great preparation for your Lightning go-live project. Further more, all your rich content, in context, persists from Classic to Lightning with no extra work.”

Simon Thompson, CEO Improved Apps

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CRM implementations – avoiding the pitfalls

By Paul Field – C.O.O. @ Improved Apps

CRM implementation - prevention is better than cure

CRM implementations can be tricky – but it needn’t be

No matter which project planning methodology you look at for solution implementation, at some point there will be some steps that say ‘training and communication’ or ‘education’. This tends to happen after the backbreaking work of the implementation and in the slight lull before it goes live. Implementing a Saas-based CRM solution is no different in this respect.

 

Precisely what happens at this stage differs widely depending on the organisation involved: At the top of the tree are enterprises with specialist training departments who have diligently prepared content for on-line/classroom or guide-based education. Then comes the non-specialist ‘training as a side-line’ where some poor unfortunate has to take it on in addition to their day job. Bypassing a few other levels of lip service we then arrive at the ‘throw it over the wall and see what happens’ school of thought.

 

Time passes and everything goes live and the users start to use their applications in anger. Even if the training had been at the upper end of the spectrum described, the chances are that the users will have forgotten exactly what it is they are supposed to do or didn’t quite understand in the first place. There are then the fields and processes that don’t come up very often and might not be encountered until quite some time after training, in which case there is every probability that both memory and notes fail.

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Effective knowledge transfer through Salesforce

By Paul Field – C.O.O @ Improved Apps

'sales force' monkeys sharing knowledge on a laptop

 ‘The Infinite Sales Monkey Conundrum’ 

An infinite number of monkeys typing at random would eventually reproduce the works of Shakespeare. One might therefore imagine that, with an infinite number of average salespeople, at least one of them could achieve business-enhancing, target-trashing, customer–pleasing sales.

 

Both of these statements would appear to be truisms, but beware: The odds of any given monkey reproducing Shakespeare’s works are the same as 25,000,000 consecutive flips of a coin all resulting in tails. The other slight problem is that “infinite” is a number beyond the budgetary reach of most companies in their sales hiring policies.

 

Given the general but unfortunate perception that salespeople (in the UK much more so than in the US) are somewhere below tax collectors, estate agents and parking attendants in a hierarchy of “people you would like to spend time with”, it’s amazing that they ever manage to sell anything.

 

Salespeople make a key contribution to customer loyalty

It may come as some surprise then that a recent CEB survey of 2500 customers across various industries and geographies, revealed that 53% of customer loyalty is attributable to satisfaction with the sales process, as well as the way they were dealt with by sales representatives. Salespeople do clearly play an important role in matching the solution that they’re selling to the buyer’s needs. Furthermore, the relationship that they build at a personal level generally serves to define and inform the relationship between their respective companies.

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Help content in shades of grey to suit varied Salesforce users

grey scale

Training content is not a matter of black and white…

As we all know, people have preferred ways of learning, and training can be a tricky task.  If it’s your job to support existing users or to onboard new employees who will use Salesforce, you’ll be familiar with the challenges of encouraging and ensuring adoption.

 

Training content and its creation is not a one size fits all scenario…it’s not black and white…there should be shades of grey…

 

But traditional training is expensive – there’s the need to create a multitude of guides and resources, the necessity for webinars or classroom-based learning, which when the audience has different needs and requirements can be costly, both in time and money. It’s particularly time-consuming and expensive when users have to be kept abreast of the regular Salesforce releases and revisions, as well as specific organisational updates around custom fields and objects.

Bridge the gap…

Part of the problem is that people just don’t remember everything that they’re taught during training sessions, and another major issue is that Salesforce users generally have trouble finding the training resources, and can spend an age searching for materials. So why not bridge that gap, by implementing a cost-effective tool, that allows you to provide the right help, in the right place, at the right time, for the right user.

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