Do you struggle with prioritizing your Salesforce enhancements? Or worse, struggle with lack of adoption? Perhaps you’ve wondered if you were fully utilizing Salesforce to drive your most critical organizational objectives. A lack of vision for your Salesforce organization can put you in a situation where you’re churning out updates with a lack of focus. This can result in minimal or haphazard enhancements, putting your organization at risk of becoming a ‘feature factory’ and leaving your users or stakeholders feeling less than satisfied.
We have your solution! Join Redpath Consulting Group and Children’s Cancer Research Fund (CCRF) to learn about our tested and proven process for building a visual Salesforce roadmap using a three-phase approach. A well defined roadmap includes features most needed by your organization and allows you to visualize and plan for Salesforce releases, product launches, and retirements. Further, setting clear objectives and developing a list of desired outcomes allows your team to more easily make decisions, identify potential risks in advance, and know with certainty when you are successful.
To help you feel prepared to lead your organization into the future, we’ll walk through each phase, outlined below, giving you specific activities, suggestions for success, and anecdotes from our own experiences.
1. Solicit Feedback
2. Synthesize and Plan
3. Present and Orchestrate
