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Episode Info: On this episode of the Salesforce Admins Podcast, we talk to Sam Dorman, co-founder of the Build Tank, to find out how to properly resource your Salesforce team. Join us as we talk about how Sam’s years of consulting have informed how you can properly implement Salesforce and resource a team to make that implementation last and be successful. You should subscribe for the full episode, but here are a few takeaways from our conversation with Sam Dorman. More than just getting the keys to the car. Like many, Sam is an accidental technologist. He noticed that a lot of organizations he respected were on the platform, so he talked someone into implementing it at his business. “To be honest, it was a big failure,” he says, but it started him down the path towards helping organizations do what they need to do to have a successful implementation. “We’re at a different level now with the way we approach technology. You can’t just hope someone sets it up for you and tosses you the keys, it’s this big complex machine that takes a lot of strategy, time, effort, patience, and focus,” Sam says. At the Build Tank, they focus on helping companies build the internal capacity they need in order to implement cutting-edge technology. The triangle that should guide implementation. Sam and Build Tank put out a white paper to explain some of the common issues they see when people struggle with implementation. “When I first started consulting on Salesforce,” Sam says, he noticed that everything went well, “but only when I had someone internally that I was working with that could own all of the strategic decisions, that could communicate with people internally, and follow up on work.” Other times, they’d build great things only to come back six months later and find out that nobody’s using it, or the data collection is bad. So initially, Sam’s work was all about making the case that the organizations he worked with needed to hire someone if they were going to implement new technology like Salesforce. But as an implementation continues to grow, “you see this great cycle of improvement start happening where people’s eyes start opening about what this system is capable of, how it can help them every day, and new ideas start coming out of the woodwork,” he says. Ultimately, technology like Salesforce can be transformational for every piece of the business and organization if that process is allowed to happen. One way that the Build Tank conceptualizes what needs to happen is with a triangle of the three different areas of work: technical, human, and leadership. When you’re taking on a major tech project, you need to make sure that you have all three sides covered. As a Salesforce admin, you may find that you’re straddling more than one side of the triangle. The trick is to find someone to help you with the skillsets that you don’t have. That might be a new hire, or that might be someone already in your organization. Outsourcing and i...
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