Sharing best practices

changemanagement In the software industry, competition is fierce, and companies are constantly looking for ways to improve commercial performance. Using a powerful CRM like Salesforce can be a major asset in this pursuit of excellence. However, it’s crucial to understand that the success of a best practices sharing strategy depends not only on technology, but also on managing human factors and effective change leadership.

The Importance of Commercial Best Practices
Best practices are the cornerstone of success in the software industry. They help optimize sales processes, accelerate deal cycles, retain customers, and increase revenue.
However, these practices are often tacit — held by individuals rather than shared across the organization. Capturing and spreading this know-how is essential to scaling success.

Salesforce as a Tool for Sharing Best Practices
Salesforce is far more than a simple CRM. It provides collaboration and data-sharing features that can make it easier to share sales best practices across the company.
Sales teams can document their successes, record effective approaches, and integrate them into Salesforce — allowing the entire organization to benefit from collective intelligence.
When used strategically, Salesforce becomes a living knowledge base that strengthens alignment, speeds up onboarding, and fosters consistency in execution.

Human Factors and Change Management
Implementing a best practices sharing strategy goes well beyond installing software. Human dynamics and change management play a decisive role in whether the initiative succeeds or fails.
Here are 6 essential points to consider:

  1. Company Culture:
    Foster a culture that values the sharing of knowledge and success. Employees should feel encouraged — and rewarded — for contributing to collective improvement.
  2. Involvement:
    Engage teams from the start. Both employees and managers need to feel involved in choosing and shaping the final solution. Without their buy-in, adoption will fail.
  3. Training and Awareness:
    Ensure all employees are trained in how to use Salesforce to share best practices. Help them understand why this approach matters and how it benefits their daily work.
  4. Strong Leadership:
    Executives must lead by example — actively sharing their own best practices and supporting the initiative. Leadership commitment, especially from middle management, is a critical success factor.
  5. Continuous Feedback:
    Listen to employee feedback and adapt the strategy accordingly. Involve teams in continuous improvement and conduct regular surveys to measure engagement and impact.
  6. Recognition and Rewards:
    Establish reward and recognition systems for those who significantly contribute to best practice sharing. Highlight their achievements publicly to encourage participation.

Conclusion
For a software or SaaS company, a best practice sharing strategy built around Salesforce is a vital step toward maintaining a competitive edge.
Its success, however, depends largely on how human factors are managed and on the company’s ability to lead change effectively.
A culture of sharing, strong leadership, and a commitment to continuous improvement are the cornerstones of maximizing the benefits of this strategy — turning Salesforce into not just a CRM, but a driver of collaboration, performance, and long-term success.

Laurent van Hamme

 

“When everything seems to be going against you, remember that the airplane takes off against the wind, not with it. - Henry Ford”