COE Round Table: COE for RevOps

Round Table: COE for RevOps

FEBRUARY 2021

The business bought Salesforce.
The consultants implemented it.
91% with a CoE get the best ROI.

Carter Wigell
CEO

Will Anastas
CRO

PLAYLIST
0:00 Intro
0:43 What is CoE?
3:55 Panelist Introductions
6:00 Expectations for CoE ROI
10:00 What’s the consultant’s view?
13:00 Making changes quickly
16:01 Are customers thinking strategically?
17:15 Who builds the Salesforce roadmap?
21:35 Do most customers have a vision for getting productivity?
23:43 Admin vs Product Manager
27:10 Is starting the org over from scratch the right mindset?
32:50 Org Discovery
34:42 How to grade an implementation
39:25 Can you make the right decisions?

Salesforce’s greatest attribute is its ability to be customized. It’s also its greatest Achilles heel because if you customize it, if you over-engineer it, if you take something that is a very simple process and put too much customization around it, you end up creating friction.

WILL ANASTAS CRO

DEEPER DIVE


One of the typical questions that I’ll ask an organization is, do they have a clear and documented Salesforce vision. A high percentage of the time. I get mixed answers around that. The reality is most of the time the answer is no, and then the follow on question to that is, if they do have one, is your management team fully on board with that plan?

CARTER WIGELL CEO

DEEPER DIVE


The value to the C-suite is getting data to make smart business decisions so that we can look our employees in the eye and say, we made the best decision we could have with the best available data we had at that moment in time.

WILL ANASTAS CRO


We run optimizations very efficiently to come back in and read out and score their Salesforce environment so we can help them.

CARTER WIGELL CEO