Change Management | Salesforce Transformation Experts

Sweet Potato Tec

Change Management

Empowering teams to embrace transformation not resist it.

Since 2014, Sweet Potato Tec has helped organisations accelerate business transformation using Salesforce, combining strategy, change, and technology delivery to achieve measurable outcomes faster and with less risk. 

We bridge the gap between technical delivery and business ambition and that means managing stakeholders and ultimately change. 

How Do We Do It?

From the outset  

Target Operating Models that reflect future customer journeys, organisational priorities, and service ambitions.

Prioritised Roadmaps that connect strategy to delivery, ensuring clarity, focus, and momentum.

Business Change Leadership that embeds training, communications, and adoption from day one.

Service and Process Design that removes failure points, improves customer experience, and drives operational efficiency.

Benefits Tracking ensuring transformation delivers tangible results - financial, operational, and customer-focused.

Sustainable, Inclusive Solutions grounded in community insight and social responsibility.

Change Management

We work hands-on with in-house teams, energising people and building lasting capability. Whether resolving urgent issues or leading long-term change, we make transformation easier to understand, adopt, and sustain. 

Why Sweet Potato Tec

You get strategy grounded in technical reality and build quality that delivers business value. 
Our approach ensures clarity of purpose, rapid adoption, and faster time to value – all delivered with trust, transparency, and measurable outcomes. 

One team. One plan. Shared success. 

Mini proof Change Management

CyberRisk Alliance

US cybersecurity business • Sales, marketing and fulfilment alignment • Salesforce transformation

1

Challenge

An outdated "order-taking" platform caused low adoption, poor user experience, limited access to data outside the sales team, and reporting that relied heavily on spreadsheets.

2

What we delivered

A phased Salesforce transformation with user adoption, training, and process redesign, alongside better forecasting and integrations with Marketo, Sage Intacct and Snowflake.

3

Outcome

Sales, marketing and fulfilment teams now work from shared data, workflows are more efficient, and the platform is built to scale with future needs including AI and revenue intelligence.

"This wasn't just a system migration—it was a transformation that touched every aspect of our business." — Amy Hueppe, Vice President of Operational Excellence, CyberRisk Alliance

Change Management - FAQ's

Why is change management important for Salesforce projects?

Change management ensures Salesforce adoption across teams by aligning processes, training, and communication with the way people actually work.

Typical engagements include stakeholder alignment, adoption planning, training programmes, communication strategies, and usage monitoring.

Change management should begin at the start of the project so adoption planning evolves alongside implementation.

Enterprise HR transformation programmes or organisational restructuring outside Salesforce are not included unless separately scoped.

Change management typically runs alongside implementation phases and continues through early post-go-live adoption.

Successful change management involves executive sponsors, business leaders, project stakeholders, and end users.

Success is measured through usage metrics, user engagement, process adoption, and improvements in operational performance.

Change management is typically delivered as a defined engagement aligned to the overall Salesforce implementation timeline.

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