Salesforce org inertia

It's natural to seek shortcuts.

Even top Salesforce professionals recognize this. However, what distinguishes them is resisting this inclination and focusing on making Salesforce beneficial to their business.

Here’s the simple playbook:

1. Identify inertia in your Salesforce org.
2. Come up with a plan to solve it.
3. Execute it.

What is inertia? Google says "a tendency to do nothing or to remain unchanged." Sound familiar?

What does inertia look like in a Salesforce org? Here are some real-life examples of them:

• A large newspaper has had Salesforce for 5 years. They still do reporting in Excel.
• A SaaS company allocates one week following the end of each month to compile their revenue figures. Instead of using Salesforce, they opt to use Excel for this reporting process.
• A company using Salesforce acquires another instance via an acquisition. The CEO avoids merging the orgs, citing high costs, and opts for sales, marketing, and customer success teams to work in separate systems.

What are some examples of inertia in your current organization?