Deploying Salesforce within an organization is often a massive undertaking – which makes ensuring high levels of adoption absolutely essential. Attempt to overhaul too many processes at once, and you risk wasting valuable time and a considerable investment. But by aiming too small, or going for an “out-of-the-box” solution without the customizations necessary for your business, you run the risk of deploying a solution that doesn’t ultimately provide real value. For businesses in this position — who want to address specific pain points quickly, and with a high degree of employee confidence — a Strategic implementation might be the best option.

In this episode of Transformation @ Work, we’re continuing our multi-part deep-dive on our team’s approaches to Salesforce deployment, and unpacking Strategic implementations: Salesforce deployments that offer a tight turnaround time and target focused, achievable goals for a quick unlocking of value.

Key Insights
00:50: At a high level, what is a Strategic Implementation?
01:56: Why Crescent, Methods Machine Tools (MMT), and Solugen chose a Strategic Implementation
04:36: Signs a business might be the right fit for a Strategic Implementation
05:11: Why an “out-of-the-box” approach to Salesforce deployment might not work for many businesses
06:06: Breaking down the components and goals of a Strategic Implementation
07:31: What are the major benefits of going with a Strategic Implementation?
09:50: Client perspectives on what it’s like to work through the process
13:01: Outlining the benefits Crescent, MMT, and Solugen experienced from implementing Salesforce
17:55: Advice for teams considering a Strategic Implementation

Guest Bios
Crescent Electric
Crescent Electric is an electrical distributor that provides the inventory and expertise needed for industrial, residential, and construction projects. The company prides itself on its deep industry knowledge, job site efficiency, and leading-edge training and certifications.

Methods Machine Tools
Methods Machine Tools is a national distributor of machining equipment, automation, and engineering tools. They focus on providing best-in-class tools, backed by proven engineering expertise and a commitment to long-term customer relationships.

Solugen
Solugen is a specialty chemical company that creates safe, cost effective, and environmentally-friendly chemical formulations. The company designs its own formulations through bioforge operations; it also distributes common chemistries in full and dilute concentrations.

Nick Holbik-Siu, Director of Distribution, Gerent
Nicholas Holbik-Siu is an experienced leader with a strong track record in the wholesale distribution space. After graduating from McMaster University, he went on to work his way up the ladder at EMCO and Norwood Waterworks before joining the Gerent Family.

Andy Ramspott, VP, Sales Operations and Sales Enablement, Crescent Electric
Andy brings years of sales, marketing, strategy, and commercial operations experience to his current role as vice president of sales operations and enablement at Crescent Electric. In his current position, his focus is on guiding and overseeing the sales teams in their efforts to drive growth to new levels.

Andrew Winker
Associate Director of Business Development and Strategy, Solugen
As associate director of business development and strategy, Andrew works closely with Solugen’s commercial, sales, and business development teams to ensure business decisions are data-driven and successful. He brings over 3 years of experience in consulting and a strong marketing background to the role.

Tiffany A. Hess, Product Lifestyle Specialist, Methods Machine Tools
Tiffany has worked with MMT for over eight years in a variety of roles, from office management to sales to her current position as product lifestyle consultant. In her current role, she works with the sales and product management teams to ensure their systems are operating successfully and efficiently.

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