Driving Accelerated Value Through Sales Cloud Transformation
Facing GTM or sales transformation challenges? BCG and Red Hat share how to overcome obstacles, optimize sales processes, and leverage sales and revenue clouds to boost productivity and pipelines.
Important: This session is first come, first seated. You do not have a reserved seat.
, SVP, Systems Transformation, Red Hat
, Associate Director, Boston Consulting Group
Role: Sales
Product: Agentforce Sales
Topic: Productivity
Session Level: Intermediate
Session Type: Breakout
Tuesday, Sep 171:45 PM - 2:30 PM PDT
(8:45 PM - 9:30 PM GMT)
Metreon AMC, L3, Theater 9
Session Summary by Einstein: The Salesforce conference session detailed an ambitious Sales Cloud transformation journey undertaken by Red Hat, in partnership with BCG, illustrating a concerted effort to modernize their Salesforce instance which had previously seen several unsuccessful attempts. The transformation was marked by rapid deployment, with a Sales Cloud and Revenue Cloud rollout for over 5000 users completed within a six-month timeframe, guided by a strong emphasis on leadership support, process change, and iterative releases. Critical to the success was the reduction of quote creation time from 12 minutes to 2 minutes, the streamlining of credit check processes, and an operational shift that resulted in all sales personnel actively using Salesforce for their workflows, thereby improving data quality and sales efficiency.
Key Takeaways by Einstein:
• Red Hat's CEO's direct involvement and the structured decision-making process were pivotal in driving the Sales Cloud transformation and ensuring adherence to the new system.
• The implementation strategy focused on simplifying the user interface, reducing the number of sales stages, and integrating a sales methodology to drive consistency and efficiency.
• Post-deployment, the change management strategy, including hyper care sessions and continuous feedback mechanisms, was essential for user adoption and fine-tuning the system to align with evolving business needs.
With sessions and hands-on activities led by product experts, visionaries, and fellow Trailblazers, Dreamforce offers a deep dive into the latest in CRM + AI + Data + Trust.
Merlinda Lu
Salesforce Developer, IBM
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