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Convincing Your Boss It’s Time to Switch to Salesforce

Convincing Your Boss It’s Time to Switch to Salesforce

As a Salesforce ISV and Consulting partner, we at CloudMyBiz have seen all sorts of complex situations and struggles when it comes to creating a case for switching to Salesforce. After all, making the switch to Salesforce isn’t always a quick and easy decision. Often, the person championing the idea of adopting Salesforce isn’t the person who has final say in the matter.

While Salesforce has innumerable benefits of adoption, it may not always be the right place or time to make the switch. To make that determination, we always recommend you do a thorough business analysis to come up with a solid case for making the switch.

So, to convince your boss (or yourself if you are the boss) that it’s a good idea to switch your company over to the Salesforce CRM, we recommend starting here:

 

1) Start with the basics. Take a minute to refresh yourself on what Salesforce is and what it does:

https://www.edureka.co/blog/what-is-salesforce/

2) Then do some digging into benefits of Salesforce:

8 advantages of CRM Salesforce

3) And the benefits of Salesforce Automation:

https://cloudmybiz.com/the-benefits-of-salesforce-automation/

4) Finally, take a deep look at building your case:

https://www.salesforceben.com/how-to-create-a-persuasive-business-case-for-investing-in-salesforce/

 

If you go through all of those, you should have all the pieces of information at your disposal and ready to thoroughly build the argument that making the switch to Salesforce is in the best interests of your company.

Now you just have to pluck up the courage to bring this all to your boss, and see your hard work pay off!

 

-Ryan and the CloudMyBiz Team

 


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Do You Have the Lightning Usage App?

Do You Have the Lightning Usage App?

For most admins out there, encouraging and driving user adoption is a constant challenge. Especially when it comes to some of the more significant changes, such as switching from Salesforce Classic to Lightning. After all, some people just don’t want to take the time and energy to get used to new screens, new structures, and new functionality.

Well, Salesforce has made it easier for admins everywhere to encourage user adoption with their Lightning Usage App.

The Lightning Usage App, released in the Summer of 2018, gives admins a way to track the adoption and usage of Lightning Experience. You get many important metrics, like daily active users, most visited pages and the types of browsers used in Lightning. With all of these statistics easily findable, admins can make better and more informed decisions on how to further their adoption efforts.

What’s more, the app is totally free to use. Admins simply need to go to the App Launcher, type in Usage, and then click Lighting Usage. Getting insights on how your users are using Lighting is just as simple as that.  

Learn more here!

-Ryan and the CloudMyBiz Team

 

User Adoption Dashboards from Salesforce

User Adoption Dashboards from Salesforce

This week’s App of the Week, isn’t so much an App, as a Salesforce add-on that you should definitely know about. User adoption is the subject of much discussion in the business world, with hundreds of different theories, approaches, and strategies for getting the best user engagement. Well if you are using Salesforce, this add-on dashboard gives you a powerful tool for tracking, analyzing and understanding just where your users are in their adoption journey.

Great user adoption doesn’t just happen! The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers.

Check it out here!

Spinify Leaderboards Create Better Adoption

Spinify Leaderboards Create Better Adoption

spinify

If your team is struggling with adoption and engagement, maybe you need to try a new strategy? Spinify Lively Leaderboards is an interactive scoreboard for your sales reps. The system runs in real time with progress bars, achievements, and leaderboards.  Not only can it add in a little bit of healthy competition and fun, but it allows your team an easy to way keep track of their targets and KPI’s resulting in better overall results.

 

Every time a rep ie player changes a Salesforce record associated with a Spinify leaderboard the changes are instantly updated on the Spinify TV. No more looking at reports once a month and trying to determine what to fix.

Check it out here!

App of the Week – Track user adoption over time with Adoption Trendz for Salesforce

App of the Week – Track user adoption over time with Adoption Trendz for Salesforce

User adoption is key to success with Salesforce. Knowing which users and departments are meeting your adoption goals lets you target training, identify gaps, and reward success. The User Adoption Dashboard is a powerful tool for seeing how the system is being used today, but if you want to know how your team has improved over time, it falls a bit short. Enter Adoption Trendz by Salesforce Labs.

Standard Salesforce.com reports only show you the data that is in your system as of right now. Adoption Trendz uses Analytic Snapshots to collect metrics on a nightly basis, saves these metrics by user and by object each to a snapshot table and accomidates trend analysis over time.

Check out this great free app and start tracking your Adoption Trendz today!