Why Communication Is Key To A Successful Salesforce Admin

Image courtesy of 501partners Image courtesy of 501partners

Good communications is key to the success of any nonprofit organization, or for-profit corporation. While that might sound like an obvious statement, can you put your finger on exactly why it is so essential to success?

Understanding that your nonprofit is, at its core, a team of individuals who are all advocating and working to achieve a common goal. Without proper communication anywhere in the chain, particularly at the top of the chain where your Salesforce admin sits, can lead to detrimental repercussions. Lack of adoption, feeling excluded, waning motivation, and short sightedness of the ultimate goal are all common symptoms of poor organizational communication.

Without properly communicating with your Salesforce team what needs to done with what tool, your organization’s members will not be able to accurately and effectively utilize the software.

Too much communication

Your team members could have potentially half a dozen communication channels connected to them at any one time. As a result, effective Salesforce communication means your message is recapitulated to your team more than once. Between Skype, Salesforce Chatter, email, and whatever else your nonprofit uses to effectively communicate, it can be safely assumed a message will be missed. Though there is no such thing as too much communication, but there most certainly is a thing as too little.

When preparing your organization’s Salesforce communication plan, following a plan is essential to success. But what does that plan look like? What is the first step of that plan? Use the three M’s of communication when relaying any information to your team.

  1. Management

    No matter what you’re communicating, sharing it with your management team first is always a preferable idea. Make sure the message is clear, concise, and that they’ve been given all the tools to effectively communicate that message to others.

  2. Mediums

    While email is the obvious choice for the vessel of your message, it shouldn’t be the only one, as detailed above. Chatter boards is a great place to add your message, and using a monthly or weekly newsletter is another great place to help really drive home the message.

  3. Messages

    Your messaging may have been clear and effective in your mind, but it may not have been readily clear to everyone else. If you’ve asked for a response back to an email, and do not receive one, do not send the same email again. If your first email was in long form, try breaking it up using bullet points, or in shorter, more concise bursts.

Making sure that your organization’s messaging is clear, lines of communication are open, and information is being effectively relayed to your entire team should be priority number one.

Remember, it all starts with the Admins. Do Salesforce admins have plans in place to ensure effective communication?

Have technology questions or want to learn more about how Tech Impact can help your nonprofit?