Delivering Successful Salesforce Projects
Summary
Amanda Beard-Neilson shares insights on delivering successful Salesforce projects drawn from her extensive experience transitioning from an accidental admin to a project manager and portfolio manager. The discussion covers the importance of understanding roles, stakeholder management, common project pitfalls such as scope creep and fixed-budget risks, and adopting agile principles to learn and adapt throughout the project lifecycle. Amanda also highlights the value of becoming a trusted advisor to clients by building strong partnerships and delivering tailored solutions. Practical guidance is offered through an online course that breaks down the stages of Salesforce project delivery from sales to post-implementation adoption, emphasizing continuous learning and incremental improvements.
Takeaways
- Understand and own your role within the Salesforce project team to contribute effectively.
- Manage client expectations proactively to avoid scope creep and delivery failures.
- Adopt agile and iterative approaches to enable learning and adaptability during the project.
- Build trust with clients to become a go-to trusted advisor for future Salesforce initiatives.
- Focus on all project phases including planning, communication, testing, deployment, and adoption.
In this SalesforcePosse episode I talk to Amanda Beard-Neilson on how we can all help to deliver successful Salesforce Projects Find out more about ‘Delivering Successful Salesforce Projects’ Full Transcript: Francis Pindar Hello and welcome to the Salesforce Policy podcast, and on today’s show, we have Amanda Beard-Neilsen, who is a portfolio manager at Capgemini and also a co-organizer with myself at London’s Calling. And also still a community group leader at London Salesforce Admins, which is cool. Francis Pindar And we’re here to talk about delivering successful projects. So. Francis Pindar Hello, Amanda. Amanda Hi, Francis, how are you doing long time no speak? Francis Pindar Yes, I’m doing well. Francis Pindar A couple of weeks. Francis Pindar Yeah, I’ve known Amanda for all so long. It’s Oh, how long’s it been years? Francis Pindar Yeah, it’s just years. Yeah, long time. Yeah.