It is important to be strategic when it comes to the maintenance and enhancement of your Salesforce org to ensure that you don’t accumulate technical debt. Technical debt is one of the leading causes that prohibits organizations from taking advantage of the great new features present in future Salesforce releases. While Salesforce makes the administration of your org easier, with prevalent technical debt, even basic functionality can become tangled up.
At Torrent Consulting, we are far too familiar with technical debt. We’ve seen hundreds of our clients who understand the importance of the Salesforce platform, but the silent killer of modernization—technical debt—stands in the way of fully maximizing their platform investment. Addressing their Salesforce platform technical debt requires a tailored and strategic approach, and a well-defined process backs our commitment to resolving technical challenges.
Our Approach for Resolving Technical Debt
1. Discovery and Salesforce Assessment:
We begin with a deep-dive discovery process, engaging with your team and users to comprehensively understand your current state. We thoroughly analyze your team’s skills and capabilities, existing tools and integrations, and current processes. This comprehensive Salesforce evaluation allows us to provide you with a detailed readout of the key features and functionalities that would benefit your organization the most. Moreover, we create a strategic roadmap outlining when and how to execute these improvements for maximum impact. By aligning your Salesforce strategy with your unique business needs, our Salesforce Assessments empower you to make informed decisions, prioritize enhancements, and ensure that your Salesforce platform evolves in harmony with your organization’s growth and goals.
2. Diagnosing the Issue Causing Your Technical Debt:
We pinpoint the exact source of technical debt, whether due to poor data, inefficient user experiences, or lack of trust in the system — as Salesforce consulting partners, we are expert investigators and will find the root cause.
3. Customized Approach to Solving Your Technical Debt:
Depending on the specific “unhealthy” area, we tailor our approach.
- For poor data quality, we rectify inconsistencies and clean up data issues.
- For inefficient user experiences, we shadow users, streamline processes, and provide targeted training.
- For lack of trust, we optimize user experiences, address poor build or bad data, and establish visibility into key performance indicators (KPIs).
4. Vision Workshop and Alignment:
A successful Salesforce instance starts with a clear vision and team alignment on success criteria. That’s why we offer Vision Workshops as a crucial step in eliminating technical debt for our clients. These workshops bring together key stakeholders from your organization to define and prioritize desired outcomes, ensuring that our efforts are laser-focused on impacting your specific goals. By facilitating these workshops, we establish a shared understanding of what success looks like and create a roadmap to achieve it. This alignment not only guides the customization and configuration of your Salesforce CRM but also sets the stage for continuous improvement and ongoing success. It’s all about ensuring that every action we take within Salesforce is a strategic step toward realizing your organization’s vision and delivering measurable results.
5. Demonstrating Value:
Torrent Consultings’s approach centers on defining clear success metrics and prioritizing improvements that align with your business objectives. By working closely with your team, we identify quick wins that can be achieved in a short timeframe, delivering immediate results and showcasing the value of Salesforce. These quick wins boost user confidence and ensure that your Salesforce org becomes healthier and more efficient as rapidly as possible. Whether it’s streamlining processes, optimizing workflows, or enhancing data management, we guide you through identifying and implementing changes that directly impact your bottom line. This approach not only accelerates ROI but also sets the foundation for long-term success and continuous improvement in your Salesforce ecosystem.
6. Sustained Improvement:
We work closely with organizations to establish robust support role structures and standard operating procedures tailored to their specific needs. This involves defining clear responsibilities, roles, and escalation paths within your Salesforce administration team to ensure that issues are addressed promptly and efficiently. Additionally, we provide comprehensive training programs for your staff, empowering them with the knowledge and skills needed to maintain and optimize your Salesforce environment effectively. By putting these measures in place, we create a foundation for ongoing success, reducing the risk of technical debt and enabling your organization to adapt to changes and evolving business needs while continuously improving your Salesforce ecosystem. This proactive approach ensures that your investment in Salesforce remains a strategic asset for the long term.
7. Training and Empowerment:
We understand the importance of training in ensuring your organization’s successful adoption and utilization of Salesforce, and our training approach is tailored to meet your team’s specific needs and goals — whether you’re implementing Salesforce for the first time or looking to optimize your existing setup. Our comprehensive training program includes hands-on workshops, personalized coaching sessions, and access to a rich library of training resources. Ultimately, our training is designed to empower your users with the knowledge and skills they need to navigate Salesforce, customize it to your unique business processes, and leverage its full potential to drive productivity and growth. Additionally, we provide ongoing support and updates to keep your team up-to-date with the latest Salesforce features and best practices, ensuring that your investment continues to deliver value over time.
8. Leadership Engagement:
Leadership engagement is a crucial factor in the success of any Salesforce platform, and we specialize in helping organizations address this concern effectively. To ensure accountability and leadership buy-in, we work closely with leadership teams to establish clear alignment on success criteria and strategic objectives. This involves facilitating discussions that clarify how Salesforce will directly contribute to achieving these goals. Additionally, we provide visibility into key performance indicators (KPIs) and offer regular updates and reporting that allow leadership to track progress and measure the impact of Salesforce on the organization’s success. Moreover, we foster a supportive environment where leaders are encouraged to participate and lead using Salesforce actively. By demonstrating the platform’s value and aligning it with your vision, we create a culture of engagement and ownership that drives the success of Salesforce within the organization.
An unruly Salesforce org was not made overnight and can’t be fixed overnight — but if you team up with Torrent Consulting, we take on that responsibility for you. Contact us today to see if a free Salesforce Assessment is right for you, and let us help you build a pathway out of technical debt.