SOLVE IT STORIES SOLVE IT STORIES Considerations for customers who are looking to simplify Salesforce change management. Think of it as a “recipe” for change with four key steps: Preparation — Have a clear understanding of where your organization is. What tools and skills do you have to drive the change you’re seeking? At this point, get executive buy-in, set up your change management team, and perform a change readiness assessment. Implementation — Here’s where you follow the steps you’ve outlined in the prep phase. It’s also important to adjust and recalibrate as you’re moving through implementation because as you probably know, change is a constant. Just don’t forget to keep sight of your goals. Immersion — This is where changes are embedded into your company’s workflows and culture. Ideally, you’ll want to implement a lightweight software solution that reinforces learning and adoption in Salesforce and the other tools your teams use most. Employees forget 50% of what they learned in an hour. In-app training reduces that problem by giving Salesforce information in small, digestible chunks. Analysis and Improvement — See how change is going. Are new processes sticking? Where are individuals and teams getting stuck? Collect feedback on Salesforce users’ Happiness, Engagement, Adoption, Retention, and Task success. Then, for change to stick, you must test new content and processes, analyze user behavior, and identify friction points. Learn more about Spekit for Salesforce on AppExchange. Learn more