• Mani Anand

Strategies To Increase User Adoption For Salesforce



Salesforce is an amazing CRM solution that offers solutions to almost every business function. Due to its highly customizable features, it is important to provide Salesforce training to the users to increase ROI and to reap the maximum benefits out of the software, it becomes pivotal to train your employees to make the most out of it, especially when you are paying top dollars for your Salesforce licenses. Salesforce training is the key to unleashing its full potential and utilize all the new features.


However, without training, users fail to use crucial Salesforce capabilities, preventing management from seeing an accurate picture in their reports. A clear road map to increased revenue becomes muddled by the bias of misinformation and clutter when trying to use tools like Excel sheets.


When it comes to adopting any program, user adoption is vital. Low user adoption can reduce productivity because company staff won't be able to take advantage of all the Salesforce customizations that make the team more efficient.


Low Salesforce user adoption can also lead to faulty data in the system. If a team member, for instance, keeps track of their own deals in Excel or on their laptop, those figures don't make it to Salesforce and aren't recorded and would lose out on such deals if they run a report to check how many deals or chances they had that year.


Strategies to increase user adoption for Salesforce


1. Identify Stakeholders


Identifying your stakeholders at all levels and departments is the first and the most critical task. You should be aware of who is going to be using Salesforce at your Organization. Have complete knowledge of managers or executives will need access to run reports or analyze the data. Executive Sponsors, Leadership, Managers, and Core End Users are some tiers to consider. Each group of users will utilize Salesforce in their own fashion, which will be closely related to their job function.


2. Train Users


When it comes to integrating Salesforce, proper training is a must. While the platform is famed for its simplicity, make sure that this is a whole new realm for your staff, and they will require sufficient skills to operate it effectively. Trailhead is the simplest and most comprehensive method to begin learning Salesforce, and you can even measure your employees' progress as they advance through each path.


In-person training sessions for the entire business are also valuable. Spread the training out across many weeks to allow for follow-ups and to give users an opportunity to try out the system and ask questions later.


3. Hire an Admin


Your company will need someone to manage Salesforce if you want to get the most out of it. It's not enough to delegate the duty to your already overburdened IT team. You can develop your skills and provide staff members somewhere to turn if they have trouble with Salesforce by having an administrator that knows the ins and outs of the platform and concentrates completely on customizing and onboarding people on Salesforce. Hence, your hire should be a Salesforce-certified professional.


4. Effective Communication


It's essential to have a framework in place for open communication. Take advantage of this chance to have an open discussion with your users and stakeholders about their problems and queries. Your communication plan should keep everyone using Salesforce informed and keep critical implementation dates in mind. It will also serve as a springboard for change management, training, and communication strategies. With proper communication, You'll notice your users shift from apprehension to buy-in and commitment.



5. Use Trailhead to Upskill


Encourage your employees to use Trailhead’s to keep themselves updated with the latest resources to make the most out of it. There are various badges and certifications available to upgrade their knowledge on the subject.


As your users become more accustomed to Salesforce, they may begin to request modifications that will allow them to be more productive. Using Trailhead, Salesforce's bespoke learning experience, you can effortlessly share crucial and new features or advancements with your workers.


These strategies when implemented properly are sure to drive efficient and sustainable growth in your Organization.


Apphienz is a registered Salesforce consulting partner and we provide exclusive and customized training and make them comfortable with the most recent Salesforce system, which will result in greater productivity, a considerable improvement in ROI, time savings, and value for money. We have your back in case of any challenges you might encounter in your journey to user adoption. Reach out to us and we will try our best to assist you at the earliest possible.




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