Complete guide to effective salesforce adoption

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You’ve got Salesforce up and running, and now you’re in the final stage of your implementation project: effective user adoption. Getting it right from the start can make or break your successful return on investment (ROI). That’s why in this article we’ll explain the WHY and HOW of user adoption. To make it easier, we’ve broken down the process into 4 stages.

Stages of the user adoption process
Design
Development
Delivery
Measurement
Stage 1: Design
Design a transition, not a change

People are generally resistant to change, so your user vietnam whatsapp lead adoption plan should be designed as a gradual transition rather than a sudden shift. You can’t implement Salesforce and expect your team to learn how to use it overnight. Doing so will only frustrate and overwhelm your users.

Instead, design your user adoption process to be a long-term project, but think about achieving results in the short and medium term. We recommend moving your business processes into Salesforce one by one, so your team can get familiar with it and use it easily.

Design-a-transition,-not-a-change
Align your executive team

Get your management team on board with the user adoption process, set priorities based on business goals, and provide input at all levels of your organization. Ask them to make training mandatory, monitor progress, and establish Salesforce as a job requirement for all users. We strongly encourage you to adopt the “if it’s not in Salesforce, it doesn’t exist” mentality.

Align your executive team
Show the value of Salesforce

Before you start training your team, show them the benefits they can gain from using Salesforce to solve the problems identified in your organization. Keep them informed about data management, analytics, automation and collaboration tools, as well as other features designed to simplify their work and decision-making.

Salesforce Values

The 8 elements that your user training and adoption plan must have
Effectively training your team will be the key to achieving the desired results. In this article, we present 8 essential elements to include in your training plan and provide you with some useful tips and resources.

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Stage 2: Development
Design your training strategy

Training your team is the most important element of your user adoption process. This ensures that they not only adopt Salesforce, but do so effectively and efficiently.

Before training them, plan your overall training program and strategy, making sure to keep your business goals in mind and consider the tools available to Salesforce. Develop clear, concise, and easy-to-understand training materials for your users to use. Choose how often you'd like to host in-person training sessions and identify which users need training.

Design-your-training-strategy
Train your team

Conduct effective, relevant training that is tailored to your users’ needs. Make sure you train your entire team and that the training sessions are interactive and practical. We recommend dividing the sections based on the topics taught to help users better understand the content. For example, you can develop different training sessions for your administrators, developers, end users, new hires, etc. During the training sessions, teach your users about the different processes that the company will use and the various ways they can use them. You can pose common scenarios linked to practice based on your users’ roles to help them understand how to use the Salesforce platform.

Train-your-team
Make Salesforce part of your culture

You can engage more of your team by integrating Salesforce into your daily work and life routine. Set up all business processes and operations to be performed in Salesforce, following the philosophy “if it’s not in Salesforce, it doesn’t exist.”

Additionally, you can use Chatter to communicate with your team and make announcements, share knowledge, common problems and solutions, access organizational files and data, as well as share and view updates. Position Chatter as the only way for your users to stay in the loop on what’s happening in the company. Not only can you communicate important information on Chatter, you can also use it casually and share company updates, exciting milestones, birthdays, and funny memes.

Make-Salesforce-part-of-your-culture
Stage 3: Delivery
Motivate your team

As a leader, you need to recognize the hard work your team puts in to bring about change, so reward, acknowledge, and celebrate their achievements whenever you have the opportunity, both collectively and individually. You can encourage participation by creating contests and offering incentives such as free meals, paid time off, gift cards, etc. We also recommend that you encourage your users to delve deeper into their use of the platform and obtain Salesforce certification. This way, they will gain enormous benefits, knowledge, and become better professionals for your company.

Motivate your team
Develop an irresistible advantage for using Salesforce

Make it easier for your team to use Salesforce and harder not to use it. You can create a powerful advantage when using Salesforce by aligning Salesforce setup with all of your business processes. You can also make your users’ jobs easier by integrating third-party apps from the Salesforce AppExchange into your organization, as well as Outlook, Google Drive, e-signatures, and more. Bringing everything together in one place will help accelerate user adoption.

Create-a-powerful-advantage-to-using-Salesforce
Provide training materials and resources

In addition to in-person training, you should provide training materials and resources so your team members can continue learning how to use Salesforce at their own pace. Be sure to document the support process and share it with your team. You can also share Trailhead modules to help your users train on their own. Check out our selection of resources for learning Salesforce.

Deliver-training-materials-and-resources

Training and Adoption of the Platform
Help your employees harness the full potential of Salesforce by attending our customized training.

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STAGE 4: MEASUREMENT
Measure your progress

Define metrics so you can measure your user adoption process and see how your team is performing. Some of the key performance indicators (KPIs) that can help you are:

Login fees.
Types of records created/updated.
Opportunities with closing date.
Monthly sales trends.
Sales Rep Opportunity Scores.
Number of contacts created.
Percentage of non-mandatory fields completed in Accounts, Contacts and Opportunities.
Number of Chatter posts and updates.
Number of activities created to record meeting notes and phone calls.
Not only do we recommend looking at these metrics, but we also recommend measuring the quality of the data to ensure it is accurate and up-to-date. Once you’ve analyzed the performance results, you can make any necessary adjustments to your user adoption plan.