How to Build Confidence on Salesforce Projects

By Heather Black

July 1, 2024
4 min read

As a Salesforce Professional you want to make your clients happy! You want to gain their trust, build their confidence and demonstrate your professional skills as a Salesforce Consultant.

Gaining trust and confidence of your stakeholders is embedded in Change Management Principles.

It is about understanding:

  • The culture of the organisation
  • The history of their CRM journey
  • The stakeholders in the room
  • Plus more..

If Change Management Principles are new to you then join our Consultancy Skills Bootcamp in July to learn more!

Change management is all about adopting strategies to enthuse, engage and empower your stakeholders throughout the project life cycle. You can embed change management principles throughout the project life cycle from start to finish.

Below Heather Black, Author of the Book ‘Become a Super Salesforce Consultant‘ share’s her top tips for kicking off a project with stakeholders to build confidence.

Whenever I start a new Salesforce project my opening messages is “My ultimate goal is to make you happy and ensure you have a smile on your face by the time i finish this project and this is why.”

Then I will talk through the following points, to gain the trust and buy-in of the stakeholders. You can use these as ideas for your opening conversations with clients.

“As a Salesforce professional, I want to…”

1 – Help you solve your pain points.

The things that annoy you everyday about your current system or way of working. Treat this is as your counselling session if you must to share these frustrations as we talk through these processes and work with me to solve them. I will share with you what’s possible instead and work with you on finding solutions.

2 – Help take boring administration from your desk so we can focus your time on the things that excite you the most.

We can achieve this through automating processes e.g. sending emails automatically, or getting clients to input their own information in the system through online forms. Together let’s see how much time we can save for you so you have to do less admin work, finish work on time and spend more time doing the things you love.

3 – Help you achieve and exceed your performance targets by improving your working processes and the overall customer experience.

Tell me what would help you to make shifts in producing outcomes for your customers, what do you need that is going to make you deliver a better service for your prospects and clients. 

4 – Help you sleep better at night and relax on holiday.

With Salesforce, you have big brother visibility of performance and information at the touch of the button. You don’t need to ask and wait to understand how things are going but you can watch from a distance and know things are in process.

5 – Help the business leaders achieve their business goals.

How? Through implementing a solution that everyone enjoys using and in return improves the efficiency and performance of their team and improves customer satisfaction and retention.

6 – Spend time getting under the hood of your business.

I want to understand what makes things tick and building a solution that is going go to work for all team members. Ultimately Salesforce should become the living beating heart of a business that everyone wants to use every day as they can’t live without it. 

7 – Coach you to feel empowered with new technology

I am excited to introduce you to Salesforce, the number one CRM system globally, and to open your eyes to what’s possible. I want to coach and empower you to use new technology that will be customised to meet your needs.

8 – Add value to your project

I feel I can really add value to this project because of my experience in your industry, with the technology and with similar processes. These are some of the great outcomes I have achieved for similar clients…………..and i’m looking forward to helping you to achieve similar. 

“Ultimately i want to see a smile on your face when i leave you with a new system and then i know it’s a job well done!”

Personally, i enjoy helping businesses to streamline their processes, clean up their data, see their performance more clearly and analyse what they can do better. In essence as a Salesforce professional is also a Management Consultant. I can help them to change the way they manage their business for their better through the power of technology. Its a fantastic feeling to see how you have transformed a business and to reflect on the trailblazer story from where they were to where they are now one year on. 

Upskill in Change Management

Join our Consultancy Skills Bootcamp:

  • Learn about different motivational strategies
  • Learn how to analyse and navigate your stakeholders
  • Learn how to adapt to different organisational cultures
  • With Professional Change Management Principles

Written By:

Heather Black
Heather is the founder of Supermums Recruitment and Training. With an extensive background in Salesforce Consultancy, Career Coaching and Training she is passionate about empowering people with the right skills, attributes and knowledge to be successful in their career.

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