Hello, I’m Don Dalrymple, a business consultant who understands how to make your business run successfully with Salesforce.com.
I am a business person who understands how to implement and use technology successfully.
In my experience working with clients, I’ve noticed a big problem that many businesses have with Salesforce but few openly discuss or articulate:
- It’s not about the Salesforce software.
- It’s about LEADERSHIP and BUSINESS PROCESS CLARITY.
I have spent thousands of hours working with organizations on using this extremely powerful database system and have observed a few things over the years that play out repeatedly:
- Organizations have a way of making Salesforce complicated
- A complicated system makes user adoption challenging
- There is a lot of wasted money trying to customize on your own
- Hiring amateurs can be costly in time, money and frustration
- You tend to want more later when you see what is possible
I guess one form of learning is to fail experientially. This is the typical scenario and why someone calls me for consultation. One or several of the occurrences above has played out.
Whether you have tried making Salesforce work in your organization or are brand new and want it to work without all the costly failure, I would be glad to help.
Ready After Failing in Salesforce
I can remember when I got a call from a client that I had touched base with initially, but they said they were going to try and work through Salesforce.com on their own. Their impression was that they could use the help and support to figure it out.
After their initial frustrations with the system occurred, they hired a Salesforce technician who knew how to customize their system. However, they only discovered more problems going down this path. While the technician could make records lay out the way they wanted and insert new fields that were important to them, there was a lack of continuity and a lot of overengineering.
I got the call to help with a smaller matter but the discussion opened up to a fruitful dialogue around strategy and how they wanted their business to run on the sales side.
I shared how I ran sales organizations in the past similar to their own as well as what best practices existed with other types of sales teams and managers. We were talking strategy and they were seeking this kind of advice so they could figure out what Salesforce.com should do in their business to help them be more productive, collaborate and get data they needed to make management decisions.
We started working together and ended up having a relationship for several years after that initial dialogue around what mattered first – strategy.
I guess that is the word my clients think of when they work with me or refer me to others. They know I provide business strategies and ideas clearly as well as make those ideas happen within Salesforce.com
If you want to read more about strategies and approaches, you can read some key articles from below:
- Salesforce Lead Management Best Practices
- 3 Salesforce.com Activity History Best Practices
- Salesforce Lead Qualification
- Salesforce Pipeline Management
- Using Salesforce Dashboards for Real-time Execution
What you read can help you understand the strategies and work I have done with organizations to help them be successful. If you would like to discuss your own needs, let’s talk.
It Really is About Success Not Software
The mantra that started at the turn of the century was “Success Not Software” to emphasize the agility of the cloud.
However, since those days, Salesforce.com has become much more complicated. It is software at the end of the day, albeit extremely powerful software.
You can run an enterprise on it or build a framework for growth for a startup for years to come.
It comes down to what strategy will support the most streamlined design of the system. If you haven’t downloaded my guide on 7 Salesforce Success Factors Beyond the Software, be sure to take a quick read.
The relationships of your data to one another and how your users will interact with the system is critical.
The data you want out of the system and know on a real-time basis will help you make decisions quickly.
The ability to integrate with other applications or building your own applications to run on top of Salesforce.com allows for endless possibilities for automation and workflows.
These are all areas that I work with my clients on. It starts with a simple conversation to understand what you are trying to accomplish.
I can guarantee I will help you get more clear on what you might want. From there, we can explore if it makes sense to do business together and what would be best to work on.
Let’s connect and see if we can help each other.