💃 Do This When Everything is Perfect 🕺

Good morning, Salesforce Nerds! It’s Thursday.

You’ve hit utilization for the month.

Your project realization is above benchmark.

The jira board is clean.

Your clients are happy. NAY. The clients are elated 😀.

Everything is in it’s place.

What do you do?

👇

LA LA LAND

Hoping, Preparing for the Best

Let’s skip all the can go wrongs and will go wrongs.

Today, it’s only the best for you 🫵!

You have nothing to do at work because you are so freaking amazing at your job.

Here are 5 things to do when there is seemingly nothing left to do 👇

POST-PERFECTION

Exceptional Salesforce To-Dos

🤲 “How Can I Help?”

These 4 simple words are powerful to a coworker, stakeholder, or client in need.

Helping because it’s your choice - not because there’s a Jira ticket, or your boss said so, or because it counts on your performance KPIs - doesn’t just benefit the receiver, it’s also great for yourself!

Seek out someone you can help out in the office, or offer in a slack channel.

📝 Gather User Feedback

When your heads down in business requirements, project management, and Salesforce builds, it’s easy to forgot who you’re putting your effort towards - the users!

Why spend 40hrs/week serving the users, and not getting their feedback?!

What do they love about the org? What needs improvement? What do they think about the new custom component on the Lead page? Did they notice the new automation to progress the Opportunity stage?

📊 Reports

Report sprawl!!!

☝️ That’s a valid reaction.

But think about it - who does the data modeling, polishes the sales process, and brings the data into and out of the CRM? Who spends, literally, their entire week ensuring the humming of the sales tech?

Wouldn’t this person also be in a good position to create the most value-add reports and dashboards? Nobody said a stakeholder is the only person who can put out reports. Combine your business and Salesforce prowess!

🦸 Exceptional Salespeople

Speaking of reports, there’s always that one salesperson who consumes most of the donut chart, or a huge chunk of the stacked bar, or has extra 0’s on the tables.

We’re talking about that exceptional salesperson.

What is this person doing to be so much more successful than the rest of the sales team?

And what is the person (you…) worth, who is able to extract the insights from the CRM, for why that salesperson is so successful?

Not all value-add is a straight line. You can be success, and make others successful, all because of someone else’s success!!

🫡 Pareto Principle

A true cheat code, the Pareto Principle obviously makes the exceptional list. On a normal day (ie, not perfect) there are an array of things eating up 80% of your time, attention, and mental health 🥵.

So…what are they? And what can you do about them?

You need space, slack, to think strategically. On a perfect day when all you have is space and slack, using it to acquire more space and slack is real meta!

Spending outsized chunks of your office time on maintaining that mega flow? Go refactor it.

Your life would be so much easier if not for that one stakeholder? Go sit down with them, get aligned, and build a healthy relationship.

Running back and forth showing users the same thing over and over? Go write an SOP and publish it.

FINAL THOUGHTS

Takeaway

Ok, back to reality - you’re slammed like the pooper scooper at a doggy day care. You have enough work for a Salesforce admin, project manager, business analyst and QA analyst, and you’re doing it all yourself.

BUT if you ever find yourself free as a bird 🦅, be sure you have a plan to make the most of the opportunity.

You could always go touch Earth 🌎, but making reports is cool too, right?!

SOUL FOOD

Today’s Principle

and now....Your Salesforce Memes