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6 Tips for Increasing Salesforce User Adoption

6 Tips for Increasing Salesforce User Adoption

Just because you and your team have, or are going to, implement Salesforce, doesn’t mean all of your business problems will be instantly fixed. At the end of the day, user adoption is absolutely critical to establishing a working business process on a powerful CRM like Salesforce. It doesn’t matter how much you spent on custom development or if you have the latest plugins and integrations. If your team isn’t using them or isn’t using them properly, you business will suffer.

So with that in mind, here are six of our top recommendations, taken from various points in the Saleforce implementation and usage cycle to help ensure quality user adoption and ultimately, the success of your business.

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1. Establish leadership, the project team and empower enthusiasts.

Before the project really gets underway, it is always best to have your teams set and ready to go. Make sure every department is represented among the leadership and project team. Consider how much leadership needs to be involved in the day-to-day, and establish a rhythm and routine.

Next, identify prospective users who are enthusiastic about the Salesforce initiative. These users can be your “Champions” group, and serve as a communication conduit to and from the remainder of the team, relaying messages, sharing success stories and reporting back questions or issues.

2. Celebrate!

Share Salesforce successes big and small, and communicate them outward each time a milestone is reached. At launch, think about celebrating, thanking or rewarding your early adopters and champions. From emails to banners to TV screens, get creative so that people internally can’t help but be aware of the growth and changes, and want to get in on the action.

3. One size doesn’t fit all

It might be helpful for management to take stock of where different groups of people are, and tailor responses and training accordingly.

  • Able and Willing – These people are already Salesforce power users.
  • Willing but Unable – They’re willing to use the Salesforce, they’re just not able (or not able to fully use it). Focus on solving the issues that are stopping them and encourage them to work through it.
  • Able but Unwilling – Often a key group to address. Make expectations clear and continue moving forward while offering them plenty o opportunity to get on board
  • Unwilling and Unable – Hopefully there aren’t many of these folks. These people will require a lot of work, and generally, complete unwillingness might be an indicator of a larger problem.

4. Go in Phases

The more complex the system, the more there will be for your team to learn and adapt to. Don’t overwhelm them by doing it all at once. Set up your new CRM adoption plan into phases to make it easily digestible. Focus on small steps and achievable goals so that everyone can see, smell and taste the growth that you are achieving.

5. Move Basic Tasks and Processes onto Salesforce

The idea is that it will become easier for people to do their jobs by using the system, and if they choose to not adopt, their jobs will be more difficult by default. Some examples include:

  • Align Salesforce configuration and functionality with the business processes.
  • Use third-party applications (ex. electronic signature) to increase efficiency.
  • Use Chatter to communicate with the team on deal updates, internal news and important events.
  • Conduct performance reviews and team meetings using the information in reports and dashboards.

6. Wash, Rinse, Repeat

Remember that user adoption is never static. It can always be increasing or decreasing. Set regular review periods, ex. 3 mo, 6 mo, 12 mo, and analyze how well your team is doing and what could be improved upon. Then make sure to follow through with fixing any issues.

If you are using a phased approach, try and establish measurable goals for each, and use them to help you know when it’s time to start the next phase. Plus, you can use your quantitative and qualitative data from the first phase to guide your way forward in Phase 2.


-Ryan and the CloudMyBiz Team



Want to get started with Salesforce?

Need custom development or consulting to enhance the Salesforce you already have?

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Creating a Vision for Your Salesforce Business

Creating a Vision for Your Salesforce Business

As a certified Salesforce Partner and cloud consultant, at CloudMyBiz we are in the business of revamping and improving the system that our clients run their business on. However, it sometimes happens that clients come to us wanting to improve without really thinking about what all that means. You can’t always improve your business if you don’t look at what is working and what doesn’t, and then be willing to let go of what doesn’t work. 

The folks at Salesforce know this better than anyone, as the CRM platform is specifically designed to be the single, lifetime solution that a business can be built on. Salesforce is so much more than just a Sales tool. With all of the various integrations, products and platforms, such as Pardot for B2B marketing or Einstein for AI analytics, you can do it all on Salesforce.

With all of that in mind, it bears repeating that if you are going to make the switch and investment in Salesforce, you may want to spend a bit of time thinking about how to adjust your practices for the better. After all, if you are getting a clean start on a new system, why would you want to import over all of your bad habits and ineffective practices?

The following blog post on the Salesforce Admin site, gives a quick and easy breakdown of the process: Build the Vision, Shape the Environment, Deliver the Results. While this article is aimed at Salesforce Admins, the general principles apply to anyone looking to improve their business process. Of course, if you would like to work with a Salesforce consultant to give you a more detailed vision of what you life could be with Salesforce (or how your could improve your current Salesforce) feel free to drop us a line and we would be happy to talk to you!

Click here to read the blog post!

-Ryan and the CloudMyBiz Team



Want to get started with Salesforce? 

Need custom development or consulting to enhance the Salesforce you already have?


Contact us

Tip of the Week – Dreamforce Tips #2: Plan ahead for success

Tip of the Week – Dreamforce Tips #2: Plan ahead for success


In last week’s Tip, the first in our Dreamforce Tips series, I let Sondheim do the talking on taking a phased approach to system building. This week’s tip goes hand in hand with that. So you’ve worked hard, built a solid foundation, planned appropriately, and created a state of the art new Salesforce org. You can’t wait for your team to start using it. But when you try and roll it out, things start falling apart, your team isn’t adopting it, and you’re starting to realize there’s a bigger learning curve than you thought. This seems unavoidable and insurmountable, but believe it or not, there’s a solution! It’s called planning for rollout.

This was the second most repeated tip I got from the Salesforce team at Dreamforce this year. It doesn’t matter how methodically and carefully you work to build a new system if your rollout falls apart. A little planning ahead can go a long way. Just like we recommended you build bit by bit, rolling your system out to your team should go the same way. Pick the quick wins first, things that will really get your team excited by saving them time and helping them do their job with less stress. As they gain confidence and see value, they’ll be motivated to spend more energy learning and be less stressed when a bug crops up. It may take a little time to get everything out to your team, but everyone from executives to sales assistants will thank you later.

-Jared and the Salesforce Guys

Dreamforce Sock Update:

Dreamforce Socks

The Dreamforce Socks are making amazing progress! I’m about almost to the heels, and I hope they’ll be turned by the end of next week. Wish me luck!