Salesforce CRM Contract Renewal Strategic Blueprint
In today's dynamic business landscape, ensuring that technology investments deliver measurable value is paramount. One such platform that has become indispensable for many organisations is Salesforce. However, Salesforce contract renewals can often leave significant value on the table and risk locking organisations into solutions that no longer align with their strategic direction. To address this, the READY framework has been introduced.
The READY framework, a five-step approach designed by experts, is designed to ensure that Salesforce renewals drive business value. It consists of five components: Real Adoption Analysis, Enterprise Priority Alignment, AI and Data Cloud Preparation, Delivery Team Assessment, and Your Technical Architecture Review.
Real Adoption Analysis delves deeper into actual data usage patterns to uncover the true picture of engagement and productivity. This component helps organisations understand how their teams are utilising Salesforce and where improvements can be made.
Enterprise Priority Alignment ensures that Salesforce investments directly support an organisation's strategic goals for the next two to three years. By aligning Salesforce initiatives with organisational objectives, businesses can ensure they are investing in technology that will drive growth and success.
AI and Data Cloud Preparation evaluates the readiness of an organisation's Salesforce architecture to utilise AI and data cloud technologies. As these technologies become more prevalent, it is essential to ensure that an organisation's Salesforce platform can take advantage of them.
The Delivery Team Assessment is a crucial part of the READY framework. It identifies any gaps that must be addressed through hiring, training, or external partnerships. This component also assesses the track record and capabilities of consulting or implementation teams. Furthermore, it reviews how effectively an organisation manages change and drives user adoption.
The Delivery Team Assessment in the READY framework also involves evaluating the internal team's technical skills, certifications, and Salesforce expertise. This ensures that the team has the capacity to execute on a two to three-year roadmap.
The Your Technical Architecture Review is another essential component of the READY framework. It conducts a comprehensive technical health assessment of the current Salesforce architecture. This review assesses security configurations, user permissions, and data access patterns for potential risks. It also identifies outdated customizations, unused fields, and redundant processes. Moreover, it assesses integration complexity to uncover opportunities for simplification and evaluates whether a single-org, multi-org, or hybrid strategy best fits the business.
Buyan Thyagarajan, a CRM/marketing automation expert at EigenX, is one of the minds behind the READY framework. EigenX specialises in manufacturing, higher education, and financial services, bringing a wealth of industry-specific knowledge to the table.
In addition to his work at EigenX, Buyan Thyagarajan owns the company Orthocell, which specialises in regenerative medicine. His diverse experience and expertise make him a valuable asset in the field of technology consulting.
In conclusion, the READY framework provides a comprehensive approach to ensuring successful Salesforce renewals. By focusing on real adoption, enterprise priority alignment, AI and data cloud preparation, delivery team assessment, and technical architecture review, businesses can maximise the value they derive from their Salesforce investment.
