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Maximize Your Salesforce ROI: Build a Center of Excellence
Created 5 years ago in Technology / CRM
Maximize your Salesforce investment building or scaling your Salesforce Center of Excellence (CoE).
As the founder of 10X Cloud Value, I empower Salesforce customers to establish their CoE using proven frameworks, best practices, and strategies tested in my experience creating 'best-in-class' COEs for industry leaders like Deloitte, Freddie Mac, and Teleperformance.
Things I Can Advise On:
🔥Establishing a Salesforce COE: Define the role of a COE, understand how it can drive higher value, identify best-in-class practices, and navigate common pitfalls.
🔥Vision and Strategic Roadmap: Align leadership behind a shared vision, map business goals to Salesforce capabilities, and create a value-driven strategic roadmap.
🔥Governance and Prioritization: Structure your COE governance framework, establish a unified business and IT team, and manage the project backlog with industry gold standards.
🔥Team Structure: Define roles within your COE, recruit top Salesforce talent, leverage niche skills from partners, and develop in-house expertise.
🔥Data Management and Analytics: Build a trustworthy data strategy, address key considerations for architecture and security, and empower decision-making through analytics.
🔥Architectural Excellence: Ensure your Salesforce Org is reliable, scalable, secure, and maintainable while reducing technical debt and planning for the future.
🔥Agile and DevSecOps: Implement agile methodologies for rapid delivery, adopt DevSecOps for safer and quicker deployments, and foster a culture of continuous innovation.
🔥User Adoption and Support: Enhance user adoption with effective change management, provide valuable support, measure adoption rates, and continuously improve.
🔥Value Realization and Negotiation: Measure the ROI from your Salesforce investment, manage licenses efficiently, understand Salesforce’s sales strategies, and strengthen your negotiation position.
Let's partner to build a Salesforce Center of Excellence that accelerates value creation for your organization.
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Reviews (6)
Absolutely great actionable advice. Alejandra provided priceless information on where I should head regarding our impeding Salesforce installation. Highly recommended!
Source: Clarity Captain Leonard Nock Jun 21, 2022I got exactly what I needed (and more) from this quick call regarding multi-factor authentication in Salesforce. Thanks, Alejandra!
Source: Clarity Kaela Mento Dec 15, 2021Alejandra was able to meet me within a few days and answered my questions with clear directions for next steps to help reach my goals. Thanks.
Source: Clarity Nathan Garcia Nov 4, 2021Excellent insights! Great discussion.
Source: Clarity Brian Jensen Oct 19, 2021Alejandra has deep experience in Salesforce and was able to give us invaluable insight into the challenges faced by companies using Salesforce.
Source: Clarity Jonathan Sapir Feb 18, 2021Alejandra was excellent. She shared great knowledge and best practices on what it takes to set up a Salesforce COE and how to get more value from our CRM. She shared some actionable recommendations regarding our specific use case. Highly recommend her.
Source: Clarity Alex Aarons Feb 9, 2021