Global Salesforce implementation

A global organization was implementing Salesforce across its business. The technology was not the hard part. The challenge was making sure the change was understood, adopted and embedded — spanning requirements definition, solution piloting, training for sales teams, and engagement with everyone else whose work the platform would touch.

Working in partnership with the systems integrator, we covered the full change and enablement journey rather than the training slice of it. That meant sitting inside requirements definition so the enablement reflected what was actually being built, running pilot activities to test both the solution and the way it was being explained, delivering training for sales teams, and running a broader engagement program for the wider organization.

SmartLab provided a single environment for the whole journey: resources, learning content, communications and implementation updates in one place, with the delivery team able to manage engagement across different audiences and phases from the same platform.

The rollout was supported end to end rather than in handoffs between the integrator, the training function and internal communications. Sales teams were trained against the solution as built, and the wider organization was engaged through the same channel that carried the implementation updates — so what people were told and what they were asked to do stayed aligned throughout.