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What I’ve seen work in Salesforce over and over, is less AI & more human. It's Ops Managers sitting w/ stakeholders. Not a kickoff meeting. Not a requirements doc. Real time. Real work. They listen to: • Where reps get stuck • How sales actually qualify a lead • What support does when things go sideways • How renewals really happen, not how the slide says they do Because the truth is, the raw process lives in people’s heads. And in Slack... And in side conversations after meetings... If you don’t see that, you’ll build the wrong thing in Salesforce. Here’s a simple way to think about it: Salesforce should mirror reality. Not aspiration. Before building anything, strong Ops leaders do discovery by asking: • What happens first • What usually breaks • Where people create workarounds • What decisions feel slow or unclear Only then do they touch Salesforce. And when they do, the system finally sticks. Because every field has a reason. Every workflow removes friction. Every dashboard answers a real question someone already has. This is why the best Salesforce setups feel boring. They don’t show off features. They quietly make work easier. Salesforce isn’t an Ops tool. It’s a translation layer. Your job isn’t to build software. It’s to understand people well enough to encode how the business actually works. Get that part right, and Salesforce becomes much less complicated.

Companies: Why aren't people using our Salesforce? What it's like to use their salesforce...

Most consultants wait for you to tell them what to do. We don’t. When we start a project, we think ahead—like in chess. ↳ What could go wrong later? ↳ Who else does this affect? ↳ Will this mess something up next month? One client told us, “I feel like you guys are always two steps ahead of me.” That’s what we aim for. We figure out problems before they happen. We help your team get ready. We build things that actually work with how people act—not how a doc says they should. Most people only fix what’s right in front of them. We fix what’s coming next. That’s what makes us different from someone who just follows orders. Thanks for reading. Want to save time and money with Salesforce? Subscribe to my newsletter: I share practical strategies tech companies use to: • Simplify systems • Automate sales processes • Scale without the headaches Sign up here: https://lnkd.in/gBukTtJN

Companies: So who's gonna handle Salesforce? Give it to Jake?

Too many Salesforce projects fail. Not because of bad code, but bad prep. Teams treat implementation like a one-off task. ↳ They fill in some fields. ↳ They hop on a kickoff call with the vendor. ↳ Then they cross their fingers. Here’s how we do it differently: ↳ We prep like it’s a sales pitch. ↳ We role-play internal objections. ↳ We document questions before they come up. ↳ We map how each persona will actually interact with the system. Because if your end users don’t buy in, it doesn’t matter how clean the build is. You’re not just rolling out software. You’re changing how people work. That’s the difference between adoption and abandonment. Thanks for reading. Want to save time and money with Salesforce? Subscribe to my newsletter: I share practical strategies tech companies use to: • Simplify systems • Automate sales processes • Scale without the headaches Sign up here: https://lnkd.in/gBukTtJN

How to stop micro-managing your sales team as a CEO.