How do you show your superiors that you deserve a promotion? Here are my 7 best tips for Salesforce Managers who are looking to get a promotion this year. These tips touch upon how to manage Salesforce usage, time management, how to make the “biggest splash” with minimal complexity, and how to expand your reach by promoting your personal brand.
Step 1: Delegate Salesforce Enforcement to Department Heads
As a Salesforce manager, you must ensure that each department uses Salesforce correctly and consistently. To do so with ease, mentor one effective Salesforce ambassador within each individual department who will enforce proper Salesforce practices and usage. He or she will be responsible for monitoring and enforcing Salesforce practices within their respective teams. Not only will this ensure that team members take the task seriously, but it also creates a sustainable system.
Step 2: Understand Department Business Needs to Define KPIs
Sit with the department heads, listen, and truly understand their business needs in order to determine their department’s KPIs. Once you know what goals and objectives each department head has, you can create a set of measurable KPIs for each department head, and the department as a whole.
Step 3: Focus on High Impact Projects
Influence is the bottom line. Maximize impact and minimize complexity. First identify the projects that will have the greatest impact. Of those projects, categorize them according to complexity. Focus initially on the projects with the highest impact, but are also compatible with the bandwidth you have to deliver.
Step 4: Be Proactive in Addressing Information Gaps
As a Salesforce manager, you should be able to identify information gaps proactively, without waiting for departments heads to come to you. One way to be proactive is to track how often employees, especially Sales and Customer Success team members, are logging in to the system. Set up a notification that alerts you if an employee hasn’t logged in to the system in over a week, and follow up with the department heads to ensure the most effective use of the Salesforce system.
Step 5: Write a Blog for Self-Branding
As Salesforce managers, we encounter managerial and software-related challenges on a day-to-day basis. One way to stand out and get that promotion is to materialize your passion and experiences by writing a blog. Whether you want to share your experiences or the lessons you’ve learned, doing so will not only help others, but will also establish you as a thought-leader in the industry.
Step 6: Cross-Sell Salesforce to Different Departments
Expand your reach and control within the company by implementing Salesforce within departments that don’t currently utilize it. Sell Salesforce to these departments by imparting how Salesforce usage can make the department work much more efficiently and smoothly. Create a simple pitch to management, including a plan for simple and quick implementation.
Step 7: Report to a Single Key Leader
Considering that we work with a wide range of departments, it’s most time-effective to report to a single key leader. This person should understand the full business reality of the company and can help you prioritize the most important tasks.
So, in order to reach that promotion that you know you deserve, devise your Salesforce development plan with these seven steps in order to make the workforce more effective and manageable. With careful planning, you can maximize your time, cut costs, and earn a raise doing so.
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