Salesforce Lighting Migration: Plan for Success

We loved this piece by Brett Barlow so much, we just had to share it! Learn how he tackled the Lightning Migration over at Postmates and how you can do the same.

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Change Managment Spekit Drive Adoption

It’s time for organizations to lean in to change

It’s now or never for companies to lean in to change and start taking proactive steps to ensure they continue to scale with new employment and technological environments.

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Spekit Announces Salesforce Partnership and AppExchange Launch

Since our launch at Dreamforce 2018, we’ve had one North Star: Helping companies maximize the adoption and data quality of their applications by delivering the most efficient learning experience across their technology stack.

Today, we’re excited to share our new Salesforce partnership:
Spekit is now live on the Salesforce AppExchange, the World’s Leading Business App Marketplace.

 


 Read what our customers have to say on AppExchange or Chrome Store

What is Spekit?

A 100% Female-owned company, Spekit is a dynamic knowledge and learning platform centered around the CRM and designed by former Sales Ops and Salesforce Admins. Inspired by the founders’ own challenges around adoption and data quality, Spekit was purpose-built to help companies effortlessly onboard new hires, train employees and contextually communicate changes to their applications to drive maximum adoption.

Today, Spekit counts thousands of users across global 500 companies, universities and non-profits alike and gives businesses a key tool to enable corporate change. For the first time, companies are able to instantly communicate process changes to all of their employees, in any workflow or application, giving them access to real-time information when and where they need it. 

Our experience with Spekit has exceeded our expectations. Spekit has helped us dramatically reduce our onboarding and ramp up time for new hires and newly promoted employees. Spekit has also been a key part of every new feature or business process we deploy to our user community – everything is documented and presented to our users with Spekit. 

Marshall King, SVP IT Solutions

How is Spekit unique?

Inspired by both walkthrough solutions and traditional LMS/Knowledge bases, Spekit creates an end-to-end learning experience that combines customer favorite features from existing learning solutions on the market, but specifically designed with applications (and remote learners) in mind.

In fact, Spekit was born as a result of the frustration felt by Spekit Founders, Melanie and Zari, around the fragility and manual effort required to build silo’d digital walkthroughs and the ineffectiveness of traditional Learning Management System (LMS) courses for training employees on their applications, especially on small changes. 

Spekit uniquely integrates with Salesforce and uses your data model metadata (Fields, Picklists, Objects) as a baseline to build your training. While all of the training and documentation is stored in a centralized knowledge base (with separate Data Dictionary UI), Spekit uses a suite a extensions to automatically and contextually surface your knowledge to employees everywhere they work so that they can learn as they go.

  Knowledge Base + Data Dictionary

    Extensions (Chrome, Outlook)

 

The ability to have a data dictionary and a wiki is priceless for my team. A one-stop-shop for keeping documentation and training materials up to date with ease. This product is a true gem and worth its weight in gold. Your user adoption will sky rocket and you will be a true #AwesomeAdmin !

Rod Tyler, Salesforce Admin

Zodiac Pool Systems

 

Knowledge embedded automatically where your users need it

 

Spekit automatically surfaces your knowledge and training, right where your team needs it in any application.

 Relate Speks to Objects for easy reference.

 

 

Improve your Data Quality by eliminating confusion around your data. 

Spekit can be added to any picklist, field or object in Salesforce to bring context to your data. 

 

Add context to your stages or picklists to eliminate confusion

 

 

Effortlessly roll-out process changes to your team

Forget the days of hoping that someone read your email. Now your users will instantly get a notification about your update through the Spekit Chrome Extension, right in their workflow for easier than ever Salesforce change management.

 

 

 

Explore more of our features for Spekit for Salesforce  or watch the demo below!

 

Communicate Process Changes Where Your Team Needs to See Them.

Think back to last month, how many process changes took place in your company? What about in your Salesforce org or other applications?

Whether it’s a change to how you define one of your stages or something as simple as a new approval process for a deal exception, every single change requires some sort of communication and training to be adopted. 

In fact, without the right Salesforce change management process in place, even a small change is a recipe for bad data, frustrated users and the failure to see operational gains from that change.  According to McKinsey only 14% of transformations lead to success.

What makes micro-changes (new fields, new approval processes) so hard to manage today?

The answer is simple: time is money. 

I know first hand from my prior life managing Sales Ops (which included owning Salesforce and all productivity tools) that driving change – especially micro-ones – is painful.

It’s one thing to migrate to lightning, it’s another to add a new field to your Opportunity object. For most small changes, it’s hard to justify taking your sales team away from selling for the 10th time that quarter to train them on a simple new workflow in Salesforce.

That’s why it’s common practice to over-communicate changes by repetitively posting them in every channel possible (Email, Slack, Chatter + Team meetings) just to be sure everyone sees it. One word: Noise.  

Same goes for documentation. Most teams have Google Docs, Sales Process PowerPoints, LMS courses, cheat sheets…no wonder employees have a hard time keeping track.

New: In-App Notifications to Accelerate Change

With Spekit’s new Notifications, these micro-changes no longer need to give you or your team a headache (or data to cleanup).

Whether your users are in Salesforce or in their email, they’ll never miss another update.

 

 

Notify Your Team Where it Matters Most

Forget the days of hoping that someone read your email. Now your users will instantly get a notification about your update through the Spekit Chrome Extension, right in their workflow for easier than ever Salesforce change management.

The best part? It’s really easy to notify your users of a change. 

When updating or creating a Spek, it’s up to you to decide whether or not to notify your team.  More importantly, it’s up to you if you want to send them an email, just send in-app updates or both!

Analytics to help you monitor who has seen the change

With Spekit Analytics, keep track of which updates your users have viewed and make sure everyone is informed – whether it’s for compliance or just to give your team a hard time for saying “they read it” when we both know (now for sure) that they didn’t.

This is all included with Spekit Boost for free! 🚀🚀🚀

You read that right, this is all included as part of our free plan. What are you waiting for?

Interning at a Startup: Keys Takeaways to Maximize Impact

Eric Ries, the creator of the Lean Startup Methodology, defines a startup as “a human institution designed to create a new product or service under conditions of extreme uncertainty.”  At first, I wasn’t sure what he meant but now, after ten months at Spekit, an early-stage SaaS company that is revolutionizing the way that companies drive change across their tech stack, I understand the uncertainty that comes along with creating an innovative, category-breaking service.

Whether you’re considering working at a startup or already are a member of a fast-growing startup team, there are several questions you should ask yourself: Can you operate in a working environment with minimal structure and established processes? Are you willing to step outside of your comfort zone to learn completely new concepts and skills? Does working at a startup align with your career goals?

As a senior in college, my time as an intern with Spekit has helped me answer these questions for myself and given me insight into the inner workings of a small, high growth team.

By sharing my learnings, my hope is that I can help others in the startup realm avoid some of the mistakes I have made and implement the methods and mindsets that I have found to be effective.

Since there are countless ways to succeed and contribute as a startup employee, I’ve grouped my learnings into the categories that I’ve found to be the most critical.

Dreamforce 2018

Step out of your comfort zone to learn new skills

I think this may be the single most important practice for anyone working at an early-stage startup because of the wide range of tasks that need to be done and the limited amount of resources (people) that are available on startup teams. Large enterprises have entire departments for sales, marketing, design, and so on. Startups, on the other hand, must use their current resources to maximize returns which inevitably leads to employees stepping outside of their skill set and learning new things.

There have been many occasions where I have been assigned tasks that I had little to no experience with. These projects have included things like “create a Google Adwords campaign” or “design a sales drip sequence” or maybe even “write a blog post.” It can be intimidating to take on these projects, but my advice would be to embrace these moments of uncertainty as opportunities to learn.

Here are some tips on how to do this:

Be willing to take a deep-dive

Simply put, your job is to make the life of your managers or founders easier by taking work off of their plate. This means going out of your way to see where you can help and taking full responsibility for your work. In other words, you want to build the trust with them that once you’re done with the project at hand, there will be no better expert in the room and you’ll be able to troubleshoot when needed.

Get started with high-level research

To get an understanding of the most important things you need to learn about, do a few quick Google searches and take note of what terms and concepts are important. Try to include the words “how” and “why” in your search and be as specific as possible. I’ve also found that phrasing the query as if you were asking someone sitting next to you such as “How do I integrate MailChimp and Salesforce?” works well. Following these guidelines will help you avoid ads and catch-phrase blog posts and get down to the real answers. Here are some more tips on how to get the most out of Google search.

Get your hands dirty

Once you have gathered a foundation of knowledge, immediately jump into the project and start creating, building, or tinkering with whatever your project might be. This will force you to confront the area where you have knowledge gaps early on so you can go back and do more specific research or ask for advice.

Use the MVP Approach

Most of you are probably familiar with the concept of an “MVP” or minimum viable product. This approach generally refers to a watered-down version of a product or service that a company can release to get early feedback from customers and demonstrate future value.

During the first month of my internship, I had a lesson that showed me that the “MVP” approach can be extremely valuable when applied to small-scale deliverables. I was assigned to create a landing page for one of our first webinars and was completely lost. I was trying to figure out the page layout, sign-up flow, and what content to include all before building out the page. After spending several hours on the project with minimal progress, I showed it to my manager and our CEO, Melanie Fellay. She immediately pulled up this image.

She encouraged me to get the essential features of the project in place as soon as possible and save perfectionism until the very end. This approach has allowed me to get more done, get early feedback from others on my team, and save a whole lot of time which is one of the most valued resources at a startup.

Effective time management

Effective time management has been one of the biggest challenges I’ve faced during my time with Spekit. During my first semester, I was struggling to balance college courses, leading a student group, and “fitting in” 15 hours per week of work for Spekit wherever I could. There was no real structure to my time and this ultimately resulted in a loss of productivity. My manager and I both noticed this so we sat down to make a plan to address the problem. What we came up with was a game changer for me and I hope other managers and startup employees can learn from it.

Create a schedule and stick to it

While this may sound obvious to some, it wasn’t initially for me and my manager. By scheduling out the hours I would be working on Spekit-related projects, the hours I would be in class, and the time I would have for school work, I saw some huge improvements. Friction was removed because my team always knew the hours I would be available and I was able to hold myself accountable. By having a clearly defined and communicated schedule, I was able to complete projects on time, communicate effectively with my team and manager, and balance my class-work.

Maximizing productivity

Working on a small startup team allows for a lot of creativity when it comes to creating processes, ideating new product features, and writing copy. While this freedom is part of why I love working for Spekit, it also makes it easier to get distracted from high-priority tasks. Structured time management techniques like time blocking can be a great way to solve this problem and stay on task.

Time blocking

Elon Musk plans out his entire day in 5-minute increments or “time blocks” that are each assigned a specific task or activity. This strategy relies on the theory that work generally fills up the time we allot to it, so by setting shorter increments we will get more done in a shorter time period. While 5-minutes may be too small for us normal humans, it still can be highly beneficial to add structured blocks to your day even for activities like “eating lunch” or “commuting.” Doing this will give you a better idea of how long tasks take and allow you to plan better in the future.


While working at startups is not for everyone, I hope that these ideas can be applied by people in companies of all sizes to make the most of their every day and most importantly, treat everything as an opportunity to learn and grow.