“I know it's a mess. I just can't prove it.”
13 field notes on getting cleanup approved
Tech debt is not a technical problem
It’s a business efficiency tax. Most business stakeholders think of tech debt as: “something IT should fix later.”
Read field note Getting cleanup approved · 1 min5 More Reasons to Convince Management to Invest in Salesforce Cleanup
Here are five more practical reasons. Many bugs are not random. They are symptoms of messy Configuration, unclear ownership, bad Data or old Automation.
Read field note Getting cleanup approved · 1 min3 Examples on how Cleanup achieved tangible Business Value
Experience Cloud pages that went from loading in several seconds to feeling almost instant, simply because unnecessary and bloated scripts were no longer loaded.
Read field note Getting cleanup approved · 1 minHow a cleanup project survives past week three?
Honestly, most cleanup initiatives don’t die because of technical hurdles. They die because they run out of political capital. If no one can see the value, the budget gets yanked.
Read field note Getting cleanup approved · 1 min"You can't calculate the ROI of a CRM cleanup."
I hear this all the time. And honestly? It’s a cop-out.
Read field note Getting cleanup approved · 1 minManagement doesn't want "quality." They want delivery capacity
The biggest mistake Admins, Developers, and Architects make is pitching Org cleanup as a technical health exercise. (I've made it too.).
Read field note Getting cleanup approved · 1 minHow to ask for a Cleanup Budget that actually gets approved
I know how hard it is to get Cleanup Budget approved, the last Cleanup ask went nowhere.
Read field note Getting cleanup approved · 1 min5 More Reasons to Invest in Salesforce Cleanup
You don't always need a giant ROI spreadsheet to convince management. Sometimes the practical arguments are stronger.
Read field note Getting cleanup approved · 1 min10%, 20% or 30%?
At least 10%, but better 30%, that's how much you should invest in cleaning your Org. While ~20% is the industry best practice, pushing that closer to 30% is a game-changer.
Read field note Getting cleanup approved · 1 minThe easiest way to sell Salesforce cleanup to a VP? Use their own Sales Leaders
David Giller and I discussed how to convince the business to invest in Salesforce cleanup, here's our idea: "Use their Sales Leaders".
Read field note Getting cleanup approved · 1 minSalesforce cleanup doesn't need a business case any more than office cleaning does
Consider the cleaning crew that maintains your office building. Do you require a formal ROI calculation before they empty the trash cans or clean the facilities? Of course not. You invest…
Read field note Getting cleanup approved · 2 min5 Ways to Convince Management to Invest in Salesforce Cleanup
My inbox is full of messages asking the same question: "How do I convince management to invest in a Salesforce cleanup project?"
Read field note Getting cleanup approved · 1 minForward this to your CFO!
Technical Debt = High-Interest Loan.
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Let's open your Org together.
You don't need to fix everything. You need to fix the right things first. In 60 minutes we find them, and you leave with a score you can take into your next leadership meeting.