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Category: Customer Success

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Why won’t the user use the system?

November 20, 2023 admin

Why won’t the user use the system?Why can’t we get buy in from the stakeholders?WHY WON’T YOU PICK UP YOUR…

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Posted in: Change Management, Project Management

Whoa! A company that holds office hours

October 18, 2023 admin

Whoa! A company that holds office hours so customers can ask questions about issues that’s been frustrating them?? 😲 A…

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Posted in: Customer Success

My organisation doesn’t see Salesforce as a business critical system

October 10, 2023 admin

“My organisation doesn’t see Salesforce as a business critical system.”😲 My Technical Architect and myself were incredulous.WHAAAAAT? I mean, I…

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Posted in: Change Management

How to SPUFS (Set Projects Up For Success) 😁Tip #6

September 30, 2023 admin

How to SPUFS (Set Projects Up For Success) 😁Tip #6: Invest properly in Training and Support Everyone’s excited about the…

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Posted in: Change Management, Salesforce

Don’t like big school

January 6, 2023 admin

“Don’t like big school.” 🚸 “You mean I can’t just do anything I like now that I’ve got a baby?!”👶…

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Posted in: Change Management, Empathy

𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗦𝘁𝗮𝗸𝗲𝗵𝗼𝗹𝗱𝗲𝗿𝘀

July 20, 2022 admin

𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗦𝘁𝗮𝗸𝗲𝗵𝗼𝗹𝗱𝗲𝗿𝘀 (𝟮𝟰% – 𝟭𝟰 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀)Salesforce BA exam – second module. We looked at what it means to Know…

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Posted in: Business Analysis, Customer Success

Why someone should never self-implement

June 26, 2021 admin

I read a post today about why someone should never self-implement #Salesforce and that made my eyebrows scrunch up 🤨 Just like…

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Posted in: Build or Buy, Customer Success

Kick up the bum

June 15, 2021 admin

One of the reasons for companies engaging #SalesforcePartners when implementing a system is getting that kick in the butt to make change…

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Posted in: Change Management, Customer Success, Success

“I don’t care what you think.”

May 11, 2021 admin

“I don’t care what you think.”“You’ll need to do what I say, or you’re sacked!” What an outdated way of…

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Posted in: Change Management

ABRACADABRA! Being the Change Agent

March 17, 2021 admin Leave a comment

ABRACADABRA! You are a genie, or an agent of change – whether you know it or not. This is especially…

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Posted in: #30daysofvideos, Change Management

Being Penny wise and pound foolish

March 3, 2021 admin Leave a comment

OK. His budget for in-house team of contractors only shows the numbers for 4 months, or the expected duration of…

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Posted in: Build or Buy

I don’t like the User Interface.

February 18, 2021 admin Leave a comment

The new IT Director showed me his CBAR-Cost Benefit Analysis Report.My right eyebrow went so far back it joined my…

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Posted in: Build or Buy, Salesforce, Tools

Substack vs Mailchimp?

February 12, 2021 admin Leave a comment

Substack vs Mailchimp?WIX/Blogger vs WordPress?Fully Hosted vs DIY? The answer to Buy vs Build depends on what you want, and…

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Posted in: Build or Buy, Marketing

We can do it all ourselves.

January 15, 2021 admin Leave a comment

“We can do it all ourselves. It’s cheaper than getting a Consultant Partner to do it. How hard can it…

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Posted in: Build or Buy, Salesforce

I was asked to stand down

January 12, 2021 admin Leave a comment

I was asked to stand down, while the stakeholders had a ‘spirited internal debate’ which ended up with the Team…

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Posted in: Change Management

Congratulations

January 7, 2021 admin Leave a comment

Congratulations, you’ve just been appointed the Exec Sponsor for the CRM Project. But, what do you do now? The 5…

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Posted in: Careers, Change Management, Success

When I hear about CRM projects

January 5, 2021 admin Leave a comment

When I hear about CRM projects that are so badly designed and implemented, it makes me want to poke my…

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Posted in: #payitforward, Customer Success, Learning, Masterclasses

You must try this restaurant

January 4, 2021 admin Leave a comment

“You must try this restaurant, it’s got the most delicious pad thai – they even made me a non-peanut version…

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Posted in: Customer Success, Influence, Product Champions

Funky new features

January 3, 2021 admin Leave a comment

Funky new features is not a good reason to get Salesforce. Although I admit, there are some features that are…

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Posted in: Customer Success, Salesforce

How do you handle explosive situations

December 11, 2020 admin Leave a comment

How do you handle explosive situations in a workshop when emotional outbursts have derailed the conversation? It can happen. I…

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Posted in: Change Management, Delivery, Listening, Professionalism

Sooner or later, short term thinking leads to pain.

November 25, 2020 admin Leave a comment

Sooner or later, short term thinking leads to pain. If you are only keen on closing that deal without spending…

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Posted in: #payitforward, Client Relationship, Customer Success, Masterclasses, Systems Thinking

Vagueness is a salesman’s friend

November 23, 2020 admin Leave a comment

“Vagueness is a salesman’s friend.” D, who heads up Delivery at a Salesforce platinum partner said to me today. This…

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Posted in: Customer Success, Effective Communication, Managing Expectations, Problem Definition

To close projects successfully

November 16, 2020 admin Leave a comment

To close projects successfully, you need to have delivered to spec. To deliver quality specs , you must test robustly.…

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Posted in: Best Practice, Customer Success, Professionalism

Agile Manifesto’s second principle

November 6, 2020 admin Leave a comment

Agile Manifesto’s second principle: “Welcome changing requirements, even late in development.” Putting aside impact to budget and timeline with the…

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Posted in: Change Management, Methodology, Risk & Issues

Who should pay for bug fixes

October 28, 2020 admin Leave a comment

Who should pay for bug fixes when a client engages a Consulting Partner to configure and develop a system? The…

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Posted in: Build or Buy

Meetings need not be an hour

July 3, 2020 admin Leave a comment

Meetings need not be an hour, or half an hour. I can have a very to-the-point meeting in 10 minutes,…

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Posted in: Build or Buy, Time Management

“How much do you share

June 13, 2020 admin Leave a comment

“How much do you share in your project status and budget reports with your customer?” I was showing a new…

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Posted in: Client Relationship, Customer Success

Most small and medium sized Consulting Partners

June 11, 2020 admin Leave a comment

Most small and medium sized Consulting Partners do not have Change Management as part of their offering. It’s a different…

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Posted in: Change Management

A lot of companies going through ‘Transformation’

June 9, 2020 admin Leave a comment

A lot of companies going through ‘Transformation’ or implementing a solution to modernise, digitise, or transform their operations do not…

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Posted in: Change Management, Culture

Sunk costs and resistance to change.

March 6, 2020 admin Leave a comment

Sunk costs and resistance to change. “We built that MS Access database to hold customer data when we started 28…

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Posted in: Change Management, Growth Mindset, Reflection, Self Development

My work in implementing business systems

February 15, 2020 admin Leave a comment

My work in implementing business systems allows me to see how people behave when faced with imminent change, which may…

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Posted in: Change Management, Culture

When a consulting partner is engaged to implement a software…

February 10, 2020 admin Leave a comment

When a consulting partner is engaged to implement a software solution, we assume the client knows what they are doing.…

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Posted in: Asking Questions, Change Management
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