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You Bought Salesforce
Now Get Your Money's Worth
Transform your Salesforce investment into measurable business value with expert guidance from a leader who has built Global Salesforce Centers of Excellence for Fortune 500 companies.
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Struggling to Realize the Value from Salesforce?
It's not uncommon to hear from Business Leaders the following after going live with Salesforce:
Adoption is low
Users are putting data in but they are yet to see value out
Changes take too long to implement
We wonder if we are fully utilizing all the platform's capabilities
We underestimated the cost and effort to build and run Salesforce
Sounds familiar?
You're not alone in facing these challenges.
Common Root Causes of Salesforce Frustrations
These frustrations usually have more than one root cause:
Strategic Misalignment
Lack of executive alignment to move forward with a shared vision and roadmap prioritized based on what will bring the most value to users
Governance & Resources
Broken governance to build the right things first, the right way, and not enough Salesforce experienced resources to execute
Change Management
Insufficient change management or training for users to adopt the ways of working
Technical Debt
Improvised architecture results in piling up technical debt and less agility, with green development and release methods that take too long
License Optimization
Limited understanding of products and license types to maximize underutilization, and unfamiliarity with Salesforce's sales strategies may lead to overbuying licenses
Value Measurement
Inconsistent ways of measuring value to know how the organization is benefiting and lack of a data management strategy and governance
The Solution: A Center of Excellence
"91% of companies with the highest levels of ROI from Salesforce have a Center of Excellence (COE)"
Salesforce is a very powerful platform but it definitely takes a little more than "clicks, no code" to get substantial value and high ROI.
If done right, a COE is the fastest way to help transform your organization and get your money's worth from Salesforce.
COE = ⬆ ROI
Meet Alejandra Teran
After almost two decades of hands-on experience working with Salesforce, as a client and partner, and building Global Salesforce COEs for Deloitte, Freddie Mac, and Teleperformance, experience tells me that if done right, a COE is the fastest way to help transform your organization and get your money's worth from Salesforce.
There's a ton of information in the ecosystem about the hundreds of things that you should do to build and run your Salesforce platform and maximize the value. It may feel like an overwhelming mission that will take you months to do, if not years. I've been in your shoes!
This is the reason why I developed "The COE Blueprint" and "The COE Bootcamp" programs; the playbooks designed to help you get 10X more value from your Salesforce investment.
Programs to Accelerate Your Success
The Salesforce COE Blueprint
Roadmap for Leaders to Lay the Foundation of a Salesforce COE
"The COE Blueprint" is a compressed workshop specifically designed for busy Leaders to outline the critical path of what entails to build a successful Salesforce COE that generates high value.
This engagement is best suited for Leaders in a planning stage or that are looking for clarity on best strategy to go from planning to becoming best-in-class.
Outcomes
  • Walk away with a Blueprint of the critical things you need to prioritize to build a best-in-class Salesforce COE
  • Explore actionable strategic recommendations to accelerate value creation
The Salesforce COE Bootcamp
Multi-Day Live Bootcamp to Take Teams to the Next Level
"The COE Bootcamp" is a multi-day live workshop specifically designed to guide your core Salesforce team on how to build or scale their Salesforce COE in weeks, not months.
This engagement covers the "nuts and bolts" of how to do. It is best suited for teams with the ability to execute on the outcomes from this program.
Outcomes
  • Empower your team with proven strategies, methods, standards, best practices from real-world examples that they'll be able to apply to gain higher value from Salesforce
  • Walk away with an action plan to build your COE in weeks
1:1 Advice to Accelerate Value Creation
Tailored Strategy and Advice to Maximize Salesforce Value
Strategic advice and action plans to build, grow or optimize your Salesforce COE. Tailored engagement to your objectives, unique business situation and needs.
This engagement is ideal for customers with complex Salesforce implementations or that are looking to solve unique challenges getting in the way of high adoption and value realization.
Outcomes
  • Drive business higher value from your Salesforce investment
  • Optimize and run as a well-oiled Salesforce program
  • Overcome strategic challenges
Benefits of Working Together
Aligned Stakeholders
Get to a shared value roadmap in weeks. Prior clients experienced 100% increase in adoption and 30% decrease in users onboarding time.
Happier Users, High Adoption
Prior clients experienced: 100% ⬆ in adoption, 30% ⬇ in users onboarding time
Salesforce Expert Advice
From Leader with two decades of Salesforce expertise. Avoid potential costly missteps.
Faster, Safer Changes
Prior clients results: 4X faster time to market, 4X increase in release frequency.
Better Investment Decisions
Avoid overbuying licenses and free-up cashflow. Prior clients results: 30% avg savings in subscription cost avoidance
What People Say
"We engaged Alejandra to lead a very cross-functional and thorny project to assess our current Hubspot and Salesforce instances and figure out how we could improve and streamline our pipelines and increase our data fluency. She was amazing, providing comprehensive and very practical recommendations as well as identifying improvement areas we would never have surfaced. She was super easy with which to work, a great communicator and fast without sacrificing depth of analyses. If you have any Salesforce or Hubspot issues, I highly recommend that you make Alejandra your partner of choice"
Pam Smith, VP of External Affairs, Thorn
"Alejandra is amazing at getting her team comfortable with change. She is creative and used her skills to embrace change within her Global Salesforce CoE team. In my role at Deloitte, I partnered with Alejandra to implement an enterprise-wide transformation and adopt the Scaled Agile framework into the organization. Right away I knew Alejandra would be a great ally and partner to enable positive change within our global & complex organization. Any team would be lucky to have her as an inspirational senior leader."
Helen W., Transformation Leader Deloitte
"Alejandra built our Salesforce Center of Excellence(COE) from scratch. She employed design thinking and agile project management as her COE team balanced rapid advancements in functionality rollouts with risk-mitigating governance and shareholder buy-in. Alejandra's cohesive team modeled her leadership style of using strong communication and relationships to move at the speed of trust. We are positioned well for the future because of her investment in our Salesforce framework."
John B., Director at Freddie Mac
More Client Testimonials
"I had the pleasure of working with Alejandra for 4 years at Teleperformance where she headed the business intelligence and CRM unit, a team consisting of members from several countries around the world. She demonstrated herself to be an excellent leader. She impressed me with her ability to deliver on time, every time, and with her ability to ensure that her team delivered world-class quality of work. Additionally, as a fellow department head, she was a pleasure to work with."
Matthew B., Global Marketing Executive Leader at Teleperformance
"I had the pleasure of working with Alejandra for a year and a half at Freddie Mac, collaborating on many Salesforce projects. Alejandra's ability to listen to all sides, evaluate and make decisions in a fast-paced environment made a dramatic increase in productivity and change on how the system serves the company's interest. No matter how tense a meeting, Alejandra's composed leadership made sure everyone left at ease and focused. As a team member or a leader, Alejandra earns my highest recommendations"
Daniel T., Tech Lead at Freddie Mac
"Alejandra has done an incredible job of overseeing the implementation of Salesforce globally for our organization. She took on no small task in combining different Salesforce platforms and integrating them into one global system. Salesforce has enabled our organization to be increasingly efficient globally in our business development efforts. Alejandra had been an instrumental force in the deployment of this platform across our organization"
Stephanie S., Marketing & Business Development Professional, Teleperformance
"Alejandra is a strategic force! She is a leader who truly understands the Salesforce ecosystem. She is an expert in building a world-class Salesforce Center of Excellence and the challenges that can come along with that. Alejandra knows how to ask the hard questions and get people aligned to a strategic roadmap that is centered around key goals and objectives. Not only can Alejandra create value on the Salesforce platform aligned to user and customer needs, she's able to run a smooth operation and agile delivery team. Working with Alejandra was a delight and you'd want her on your team too!"
Bhavini A., VP of Revenue Operations at Roostify, Former VP of Business Services at Freddie Mac
Insights from Trailblazers
Explore valuable insights and thought leadership from Alejandra Teran on Salesforce Centers of Excellence, best practices, and maximizing platform value:
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