On Friday afternoon, I made the final trek back to my hotel; walking past the Moscone Center for the last time. There were men working on scaffolds, taking down all the signs and anything else that indicated that just a few hours before Dreamforce was still happening. Even though there were many people on the street, it felt empty and lacked the energy it had before. I have attended many conferences over the years but none quite like Dreamforce. Dreamforce is more than a conference. It is like a movement; a movement that generates energy, ideas, and provides tools to move your business forward. With five of my co-workers in attendance, I know I need to be prepared for what I call the Dreamforce effect.
I define the Dreamforce effect as the phenomena that when you have people from your organization attend Dreamforce they will have 300 times more questions, request for things like reports, dashboards, new fields, projects, etc, than those people who do not attend Dreamforce. When I first attended Dreamforce, I was totally unprepared and unaware of the overabundance of requests that were in store for me. During the Dreamforce session, Training and Support for Success, I talked about the Dreamforce effect and how to manage all these incoming requests.
Managing the Dreamforce effect in your organization will vary depending on things like size, culture, and budget. However, if you are new to managing the Dreamforce effect, here a three things that can help.
- Establish a place to capture all of these requests. At Appletree, there are multiple places that these requests are tracked; depending on the specific request. Capturing the requests will ensure that you don’t lose sight of any potentially great suggestions and assist with mapping out future conversations about initiatives and resources needed.
- Develop a change management process. Break down the requests you get into categories. Determine how often you are going to implement change.
- Establish a sandbox path for your changes. The right sandbox path can set you up to be able to effectively manage many projects at one time.
Even after these items are in place, you will need resources to assist you with implementing all your requests. You can use salesforce Support for basic requests like reports, dashboards, new fields, and email templates. Or if you are not using Support, work with a Salesforce partner to implement your initiatives. At Appletree, we have been working with small to medium size businesses to assist them in both setting up salesforce and implementing initiatives to help them grow. Because we use salesforce and many of our answering service/call center Customers use salesforce, it has been an organic evolution.
Finally, capitalize on all the energy from Dreamforce; don’t let it wear you down. Find resources that can successfully implement the initiatives that deliver value and grow your company. After all, that is what owning salesforce and attending Dreamforce is about….Success.