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Here are highlights from article Building Relationships and Breaking Down Silos with Will Moeller – Salesforce Admins
1. Lessons from a clinical social worker:
– Will Moeller has a degree in clinical social work and uses those skills in his role as a Salesforce Admin.
– He first started working with databases and data through the Homeless Management Information System (HMIS).
– His nonprofit decided to move their data into Salesforce after receiving a grant, and he became a fan of the platform.
2. Finding congruence:
– Will emphasizes the importance of building relationships with stakeholders and end users.
– Understanding the perspectives of your audience before a meeting is crucial.
– “Congruence” is a term from clinical social work and involves framing information in a way that will resonate with the listener.
3. Navigating diverse audience priorities:
– Different audiences have different priorities, and it’s essential to tailor your approach accordingly.
– When meeting with stakeholders, focus on the bottom line and how the proposed solution will benefit the business.
– Building trust is crucial when meeting with end users and ensuring that their best interests are considered.
4. Understanding motivations:
– Taking the time to understand the motivations of the people you are meeting with is key.
– This understanding will help you frame your discussions in a way that aligns with their goals and concerns.
5. Other tips for managing business relationships:
– The episode provides additional insights and tips for effectively managing business relationships.
– The episode also includes contact information for Will Moeller and the hosts of the Salesforce Admins Podcast.
You can read it here: https://sfdc.blog/CjjZK
Source from admin(dot)salesforce(dot)com