How do i drive a salesforce adoption


How to drive Salesforce Adoption

  • Get users involved. Getting users involved from the get go of your Salesforce project will bring about a sense of…
  • User Training. Your users will need comprehensive training sessions and/or materials to be able to use the system…
  • Get the system right. It is important that your CRM system is correctly configured according to your…

How to adopt Salesforce faster across your organization
  1. Embed Salesforce Experts in your team. Build the foundation for your success with help from our Implementation Architects. …
  2. Complete the Get Started with Salesforce Accelerators module on Trailhead. …
  3. Join us for a virtual event.
Apr 29, 2019


Table of Contents

How do you get people to adopt Salesforce?

Recognize, reward, and repeat All throughout the Salesforce adoption process, it’s important to recognize and reward efforts to fully embrace the CRM. Recognition can be in the form of incentives, prizes, or even a shout-out in the common forum.

How can Salesforce help you adopt more power users?

Adoption dashboards: Salesforce also has prebuilt adoption dashboards available on AppExchange. This is a great way to identify your naysayers and track your progress toward more new power users. Pro tip: Consider mining nuggets from this for your leadership to celebrate on Chatter.

When does Salesforce become essential?

Most people think Salesforce becomes essential when there are more active users, so they focus on driving usage through tangible adoption. But instead, the focus should be on what is meaningful first, and then letting that drive advocacy and adoption. Think of it from the perspective of someone in sales using Salesforce.

How many phases are there in the Salesforce adoption process?

We’ve broken the process down into three phases and included 17 Salesforce adoption strategies. This phase is before the rollout of Salesforce. It will explain the different must-have strategies to iron out the wrinkles in your strategy right from the start. 1. Show leadership buy-in


How do I drive a user adoption in Salesforce?

6 Keys to Drive User Adoption. Want ways to maximize your Salesforce investment? … Identify your stakeholders. … Assess impact. … Communicate, communicate, communicate! … Provide the training and tools needed for success. … Use myTrailhead for ongoing learning and skilling up. … Encourage feedback and build a support process.

How do you drive a CRM adoption?

Driving end-user CRM adoption- best strategiesConvey benefits.Co-opt users.Advocating your CRM implementation.Practice, practice, practice.Plug holes.Drilling down the process.Getting the right training.Personalize and simplify your CRM.More items…•

How do I adopt from Salesforce?

17 Best Salesforce Adoption Strategies in 2021Show leadership buy-in. … Understand and learn from your end-users. … Create a long-term Salesforce adoption strategy. … Establish training priorities. … Pre-plan your Salesforce adoption training. … Answer WIIFM and WDIMTM Questions. … Start with a Salesforce pilot run.More items…•

How do I install Salesforce adoption dashboards?

0:193:52Install AppExchange Packages (Also Like Superhero) – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd we are going to search it into the search app exchange bar so here is the package salesforceMoreAnd we are going to search it into the search app exchange bar so here is the package salesforce adoption dashboard package we are going to click on it. And we are going to click on get it.

How do I drive a product for adoption?

How to drive product adoption: 5 proven strategiesIdentify how “aha moments” differ across users. … Curate onboarding around user needs. … Share helpful content to boost retention. … Be prepared for sudden customer journey shifts. … Recognize that product adoption is a team effort.

How do you drive product adoption and customer success?

Driving Software Adoption through Customer Success: 6 Ways to Improve Customer EngagementEstablish Goals and Milestones.Offer Relevant Communications.Proactively Provide Value.Build a Customer Community.Create a Cross-Functional Customer Journey Team.More items…

How do I get people to use Salesforce?

6 Tips for Encouraging Your Sales Team to Start Using CRMShow your Sales team the benefits of CRM. … Include your Sales team in the CRM Selection Process. … Commit to ongoing training. … Share success stories. … Offer incentives to salespeople as they get started with CRM. … Don’t Be Shy About Compelling the Team to Use the Tool.

Why is Salesforce adoption important?

Successful adoption means adopting success Incorporating them into your own company’s plans can not only help avoid wasted time, money, and effort, they can also help you get the most out of your Salesforce investment and, most importantly, improve your company’s bottom line.

What is Salesforce adoption dashboard?

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.

How do I deploy a dashboard in Salesforce?

Bulk Move Reports or Dashboards Using the Metadata APIStep 1: Retrieve. In Workbench, click info and select Metadata Types & Components to find the developer names of the reports that you want to move.Step 2: Make Changes. … Step 3: Deploy.

How do I give someone access to my Salesforce dashboard?

Grant Users Access to Reports and DashboardsClick. … In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.

How do I deploy a package in Salesforce?

Managed PackageCreate an Unmanaged Package.Add Components.Upload the Package.Install the Package in Target Org.Verify Installed Package.Deprecate the Package.

How long does it take to change behavior in Salesforce?

Because our brains are hardwired for routine and familiarity, we often rely on habits to guide our behavior. It’s speculated that it takes an average of 21 days to form a habit and about the same amount of time to break one. However, several studies surmise it actually takes about 10 weeks (or 70 days). This is important to remember as teams adjust to new workflows and processes in Salesforce — their brain is not only dismantling automatic behavior, but rewiring itself for new ones. You cannot expect adoption or acceptance to happen overnight.

What is acceptance in psychology?

Acceptance is the act of consenting to something that is received. Contrary to belief, you do not have to like or enjoy something to accept it. In reality, acceptance is about allowing what is to simply be — it is making the choice to accept rather than reject. When you choose acceptance, you no longer resist and create unnecessary friction.

Here are five tried-and-true rules for making your Salesforce adoption a success

All along my journey from Salesforce user, to advocate, to Admin, to an employee, there’s been one word that never seems to fade: Adoption.

Successful adoption means adopting success

Following these five rules can’t guarantee a successful adoption, but they have been proven to work time and again. Incorporating them into your own company’s plans can not only help avoid wasted time, money, and effort, they can also help you get the most out of your Salesforce investment and, most importantly, improve your company’s bottom line.

How to take advantage of Salesforce?

Take advantage of your Salesforce investment and put everything your team needs all in one place — and make it easy to access. Think through what information they need in their day-to-day, and determine if it would be meaningful, or strategically beneficial, to add it into Salesforce.

How to simplify Salesforce?

Tools & tips you can use to simplify: 1 Salesforce Optimizer: You can start to eliminate clutter by running Salesforce Optimizer to find reports, extra fields, unused layouts, and other things that distract users or slow performance. Then, check out the summary pages to dive deeper into the ones that matter most to you. 2 Profile & Page Layouts: You can also leverage Profiles & Page Layouts, which will give each user a different look and feel based on their role, and allow them to only see the information that’s relevant to them. 3 Automation: Use automation to eliminate data entry. You can make things easier for your team by integrating their email into Salesforce. We have free connectors to both Outlook and Gmail. For bonus points (and ease of use), make use of our mobile app which features voice dictation.

What is a no touch dashboard in Salesforce?

In sales and renewals, some of the most helpful dashboards are “no touch” dashboards — meaning, if a user hasn’t called or emailed their Tier 1 accounts in 60 days, they are added to that dashboard, helping them to stay on top of their sales cycles.

Can you use Salesforce in a meeting?

They can’t just talk the talk — they need to walk the walk. Opt for using Salesforce in meetings, especially when it comes to reviewing analytics, looking at a pipeline with your team, or pulling up a dashboard to look at data together. By leading meetings from Salesforce, you enforce the importance of using it.

Can you expect users to embrace change?

You can’t expect your users to embrace change and use something to do their job if it was designed by someone who doesn’t know how to do that job. It is therefore critical to give your users an equal seat at the table when it comes to your new implementation.

Is Salesforce easy to use?

While Salesforce is easy to use, your team needs to be properly trained in order for adoption to be easy. Everyone learns differently, so training requires a multifaceted approach and needs to be re-addressed as an ongoing process.

What is Salesforce Adoption?

Salesforce adoption measures the extent to which users have incorporated Salesforce into their day-to-day tasks. User adoption indicates how well the Salesforce Admin (and development teams) have configured and customized Salesforce to fit the organization’s unique needs.

Why is Salesforce Adoption Important?

The introduction painted a picture of failed Salesforce ROI. Aside from avoiding poor user adoption, why should your company focus on improving its adoption rate?

How is Salesforce Adoption Calculated?

Salesforce adoption can be measured using Salesforce dashboards. You have the choice to use the pre-built dashboards from the AppExchange package (and customize to your needs), or create your own .

Why does Salesforce Adoption Fail?

New implementations of Salesforce are especially vulnerable to poor user adoption – that is, when an organization first rolls Salesforce out to its users.

How do I Improve Adoption in Salesforce? Salesforce Adoption Strategies

Salesforce adoption strategies are the steps you take to promote user adoption. This would include steps when designing solutions, user onboarding tactics, the tracking in place, and coming full circle, to optimization.

Salesforce Adoption for Sales Teams

Out of all teams in an organization, sales teams come up time and time again in the adoption conversation. Why?


Never forget how important Salesforce user adoption is. You should keep the “three inseparable principles” to hand throughout your Salesforce career.

Webinar: Drive Adoption of Salesforce at Your Company

Every organization, large and small, struggles with adoption. In this webinar we talk about 3 barriers to adoption and how to overcome them.

UX Personas for Salesforce

Explore the Salesforce user research personas and learn how to use them at your business.

5 Perspectives on Adoption from Industry Leaders

What does “adoption” mean? Here are 5 articles that will give you a great baseline understanding of what it means to drive adoption.

Insight: Using Dashboards to Increase Adoption

Admin Evangelists Marc Baizman & Gillian Bruce talk about driving adoption through Dashboards.

Drive User Adoption with Next-Level Dashboards

Here are some tricks to create useful dashboards that will help drive adoption with your users and stakeholders!

Adoption Dashboards from the AppExchange

The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features, and more.

Interview: Laura Maker on Using Communication to Boost Adoption

Laura Maker shares the communication tactics she uses to help her rollouts and implementations be successful.

How long does it take to implement Salesforce?

Implementing Salesforce is generally a long process. Depending on the size and spread of your organization, it would easily take an average of 6 months to a year to successfully implement the CRM. Don’t make the mistake of abandoning your users shortly after the migration. Salesforce adoption requires ongoing efforts.

What is Salesforce Trailblazer Community?

For more than a decade, the Salesforce Trailblazer Community has provided a place for Salesforce users to discuss features, ask questions, and share tips. In 2018, we spoke with the woman who spearheaded the Trailblazer Community project, Erica Kuhl, about the value of this collaborative tool.#N#This self-help platform reduces frustration and confusion by giving employees a go-to resource backed by millions of experienced Salesforce users. By encouraging your team to engage in conversations and share ideas with the Trailblazer Community, you can avoid wasting time on repetitive training while also harnessing the power of Salesforce advocates within the community.#N#The platform gives users immediate access to networking opportunities, informative white papers, and helpful webinars. As your employees interact with peers and Salesforce experts, they will gain confidence in the value of Salesforce that will motivate them to make use of all of the available features.

What is phase 1 in Salesforce?

Phase 1: Planning and Strategizing Salesforce Adoption. This phase is before the rollout of Salesforce. It will explain the different must-have strategies to iron out the wrinkles in your strategy right from the start. 1.

Is Salesforce adoption easy?

But in reality, it is definitely not as easy as it sounds. A lot of companies even leverage salesforce adoption software to achieve their user adoption goals.

Is Salesforce a CRM?

To reap the benefits, employees need to use the CRM to its full potential. Salesforce is a powerful CRM with a wide array of capabilities. However, only around 50% of CRM features that companies pay for are actually used by their employees.

What is a campfire?

For Sydney World Tour Reimagined, Mia had viewing areas in her office for everyone to catch all of the different channels and content. “The users loved it so much and it was super engaging as an atmosphere,” she says, “so, I thought, why don’t we just do this again but more of an internal conversation?” That’s how the campfire tradition was born.

Full Transcript

Mike: Welcome to the Salesforce Admins Podcast, where we talk about product, community, and career to help you become an awesome admin. This week, we are talking with Salesforce admin, Mia Pacey, about how she holds weekly campfires with her users to drive adoption. That’s right.

Adoption Defined

We talk about adoption a lot at Salesforce, but what does it mean exactly? In this unit, we discuss some key resources and programs within Salesforce Customer Success that can help you tackle the subject of adoption.

User Adoption

Whether it’s a tweak to the secret formula of a not-to-be-named fizzy brown beverage or your favorite team’s new neon-green uniforms, people are often skeptical of new things. If you’re getting ready to introduce a new tool or process to a group of users, it’s critical that you take steps to minimize that anxiety.

Feature Adoption

Salesforce releases hundreds of new features every year, and these aren’t just shiny bells and whistles—they can have a real impact on your organization. For example, just about everyone wants to make operations more efficient by automating processes.

The Customer Success Ecosystem Is Always On

With almost 20 years of experience and hundreds of thousands of organizations using Salesforce technology, we’ve developed some great self-service, always-on resources that can help you with both user adoption and feature adoption.

Success Plans For Every Business

These always-on resources form the components of the Standard Success Plan. But what if you want more? Our Premier and Signature Success Plans give you more help and guidance on adoption, productivity, fixing and preventing problems, and optimizing your use of Salesforce.

Get To Know Professional Services

The road to success can be a long one, and sometimes you need help reaching your destination. Salesforce Professional Services can show you how to set your business up for long-term, sustainable success on our platform.

Calling All Trailblazers!

So now that you’ve learned about Salesforce Customer Success, what are the next steps? Since you’re already on Trailhead, you’re off to a great start. There are lots of opportunities for learning. You can start by taking a deeper look at our Success Plans to learn how you can turn your Salesforce vision into business value faster:


A Path to Acceptance

Shaping Attitudes

Influencing Behaviors

Attitudes + Behaviors = Culture

Driving Salesforce Adoption

  • Shaping attitudes, influencing behaviors, and changing culture sounds like a lot of work just to get people to use Salesforce. However, it’s all part of the process of managing how people respond to change. To ensure Salesforce adoption is a success at your organization, you need to cultivate a culture that is more accepting of change. Although you…

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