

[Ep 072] From Salesforce Customer to Salesforce Consultant: Lessons From Both Sides
Most Salesforce projects that go sideways were already in trouble before anyone configured a single object: the discovery that got skipped, the stakeholders who never got the hours, the exceptions nobody thought to mention. 𝗠𝗮𝘁𝘁 𝗢𝗲𝘀𝘁𝗲𝗿𝗹𝗲𝗶𝗻 of Cirrius Solutions has lived both sides of that story, first owning a Salesforce build as the client and now delivering them as a consultant, and he joins 𝗚𝗿𝗲𝗴 𝗕𝗮𝗻𝗸𝘀 and 𝗔𝗹 𝗛𝘂𝗲𝗿𝘁𝗮 to walk through the lessons that only show up in hindsight. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why a paid exploratory discovery earns its keep even when the only output is a plan, and why “lift and shift” rarely survives a platform change (𝒚𝒐𝒖 𝒃𝒆𝒕𝒕𝒆𝒓 𝒎𝒂𝒌𝒆 𝒔𝒖𝒓𝒆 𝒚𝒐𝒖 𝒃𝒓𝒊𝒏𝒈 𝒕𝒉𝒆 𝒘𝒉𝒐𝒍𝒆 𝒕𝒉𝒊𝒏𝒈) What stakeholder buy-in actually costs when you measure it in calendar time instead of enthusiasm, and what leadership has to put in place so a project team can unblock its subject matter experts When a proof of concept beats a minimum viable product, and why walking a consultant through your worst week tells them more than your smoothest one 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: IT and digital transformation leaders about to fund a Salesforce implementation, and the business SMEs, admins, and delivery leads who will carry it. Especially useful if your operation still runs on a desktop full of spreadsheet shortcuts. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗠𝗮𝘁𝘁 𝗢𝗲𝘀𝘁𝗲𝗿𝗹𝗲𝗶𝗻 is a consultant at Cirrius Solutions who came to Salesforce from a full stack development background in the home services and construction industry, where he ran web development, back end systems, databases, security, and networking for a smaller enterprise. He has been through an implementation from the client side and now delivers them from the partner side, and he is joined by recurring panelist 𝗔𝗹 𝗛𝘂𝗲𝗿𝘁𝗮 of Cirrius Solutions. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Subscribe to 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 and send this one to whoever is scoping your next platform project. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Al Huerta on LinkedIn Matt Oesterlein on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Salesforce at Scale Episodes Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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