Salesforce Reset

Across our implementations, Varasi helps Salesforce customers maximize their Salesforce ROI and drive adoption. Our reset implementations focus on simplifying and optimizing inefficient Salesforce deployments that Salesforce customers may find themselves stuck with.

Common Painpoints:

While no two customers may have the same exact symptoms or pains, some common ones for a failed implementation are:

  • Poor mapping of the customer’s business to Salesforce.
  • An over-engineered system, designed and built by technical staff, with limited user involvement. The users are forced to use a system that is difficult to use and impairs their productivity.
  • Data in Salesforce is not trustworthy due to flawed data capture and unreliable integrations, Reports cannot be trusted.
  • Handoff between departments is not seamless, leading to “conversations” outside the system. Leads don’t flow through to Sales, Sales and Service teams don’t have visibility to Order Statuses, Sales and Finance are not on the same page around Pricing and Invoices
  • Users find workarounds through spreadsheets and Salesforce is no longer the one system of truth.
  • Salesforce is seen as a Sales monitoring tool for Senior management rather than a sales management asset for everyone.

We, at Varasi have worked with such customers and turned their situation around. An ideal starting point is our collaborative workshops to help the customer stakeholder groups agree on their current pain points and create a roadmap for fixing and moving forward. We have designed our proprietary “Varasi S.P.O.T. Workshops” for customers seeking to diagnose their ineffective Salesforce implementations and design a way forward.

Varasi S.P.O.T. Workshops identify improvement areas in the following categories:

Value for you:

  • Alignment among key stakeholders on pain points, process improvement opportunities, priorities and a solution approach
  • Success metrics for implementation
  • Integrations and migration of data from relevant systems
  • Training sessions with role-based curriculum, targeted for users and admins

Key Deliverables:

Summary Report consisting of:

  • Observations on current state
  • List of improvement initiatives, prioritized by impact and readiness
  • Implementation roadmap and high-level needs