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πŸ’ƒ Salesforce Professionals - How Should We Deal With The Repeat πŸ” Button? πŸ•Ί

Are You Explaining The Same Things Over and Over to Your Users?

Good morning, Salesforce Nerds!

πŸ”

Good morning, Salesforce Nerds!

It’s all good, repeating ourselves is part of life!

Have you repeatedly had to tell your child to stop picking their nose and wiping it on your shirt? 😩

Have you had to repeatedly tell your consultants to log their hours before 10am Monday? ⏰ 

Have you had to repeatedly tell your house cleaner to not drink your booze? πŸ₯ƒ 

Salesforce professionals know this all too well. We are constantly repeating ourselves-

β€œYou know you know you can reset your own password?” πŸ™ƒ

What if we removed that emotion and auto-response in our head - β€œAre you serious?! I just told you this yesterday and I have to tell you again?!?” πŸ€”

Agenda for today includes

  • How Should We Deal With The Repeat πŸ” Button?

  • Daily Principle

  • All the Memes

How Should We Deal With The Repeat πŸ” Button?

Let’s take a look at the 2 perspectives for a peek into why it’s ok that we are constantly repeating-

1) Ourselves

Have we had to be asked to log our hours, more than once?

Have we had to be told to not work directly in prod πŸ‘€ a few times?

Have we been instructed, multiple times, to take meeting notes, update Jira cards, or send the update email by end of day?

Occasionally we need things repeated to ourselves. And that’s ok, we are busy and have a lot of responsibilities. Sometimes things slip.

And when it is repeated to us, which approach do we prefer - πŸ™‚ or 😩😑😀 ?

2) Stakeholders

Once upon a time, there was a consultant who was implementing Salesforce as a replacement to their client’s legacy CRM. SAP CRM, was it?

If you’ve worked in other CRMs, you know that Salesforce is kinda unique with the Lead β†’ Contact/Account + Opportunity conversion and data model.

This client had never been exposed to schemas, object-oriented programming, or any technical-ese.

They were sales and marketing professionals who sold and marketed! And they were thrust into role of overseeing a technology implementation.

This consultant must’ve explained the lead conversion process to the stakeholders 500x over the course of the implementation 😳.

And the consultant was kind and patient about it. Every. Single. Time.

Over the course of a 5 month implementation, that kindness and patience compounds. The relationship equity, ie trust, built over that time was priceless.

Actually, you could put a price on it - the additional project phases πŸ’°πŸ’° and managed service πŸ’° contracts that were won because of this consultant’s relationship building that was built on the foundation of kindness and patience.

3 Takeaways

  1. Even we need things repeated to us sometimes. Preferably with kindness πŸ™‚.

  2. Not everyone is a Salesforce expert, or even close. What comes simply to us may be challenging to others (like lead conversion). Have you had marketing people describe their world to you? That world sounds fantastical πŸ¦„ .

  3. Kindness and patience goes a long ways πŸŒˆβ€¦.πŸ’°πŸ’°

Daily Principle

"Raise your words, not your voice. It is the rain that grows flowers, not thunder." - Rumi

and now....Your Daily Memes

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