This session, presented by Coastal, provides a practical framework for preparing for digital transformation and turning your Dreamforce inspiration into actionable initiatives.
Key takeaways from this session:
- The challenges of CRM implementation: Understand the common obstacles to successful CRM implementations and how to mitigate them.
- Coastal’s True North methodology: Discover a structured approach to planning and executing digital transformation initiatives, from ideation to roadmap development and project execution.
- The path to execution readiness: Learn how to assess your organization’s current state and work towards execution readiness through performance benchmarking, capability assessments, and user story mapping.
- Prioritizing initiatives with the impact effort matrix: Gain insights into how to prioritize initiatives based on their strategic value and complexity, and identify quick wins, major projects, and resource drains.
- Defining success with the CARE framework: Explore how to define and measure success using the CARE framework (Cost savings, Acquisition, Retention, and Expansion) and align your initiatives with business goals.
- The 5-level ladder for project success: Discover a powerful mental model for defining and achieving project success, encompassing ROI, lagging indicators, behavioral change, data and capabilities, and user preferences.
This session is a must-watch for anyone who wants to:
- Turn their Dreamforce inspiration into actionable plans.
- Develop a strategic roadmap for digital transformation.
- Ensure successful execution of Salesforce initiatives.
