How to improve salesforce adoption


8 Tips to Increase Salesforce User Adoption.

  • 1. Listen actively. UNF stakeholders were numerous and diverse, including executives and 18 departments. The Core Salesforce Team spent considerable …
  • 2. Remain positive.
  • 3. Set a baseline measurement.
  • 4. Empower enthusiasts.
  • 5. Name Salesforce Administrators early.

  1. Show leadership buy-in. …
  2. Understand and learn from your end-users. …
  3. Create a long-term Salesforce adoption strategy. …
  4. Establish training priorities. …
  5. Pre-plan your Salesforce adoption training. …
  6. Answer WIIFM and WDIMTM Questions. …
  7. Start with a Salesforce pilot run. …
  8. Encourage interaction with the Trailblazer Community.
Jan 7, 2020


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.

How to set up metrics for adoption in Salesforce?

One of the best things about Salesforce is that you can set up your metrics for adoption within the CRM itself using custom-made dashboards. The customized dashboards can be built out based on the pattern of your adoption and will help you understand the problem areas where your users are not as effective.

Is your Salesforce adoption strategy low ROI?

The process of creating a Salesforce adoption strategy is nerve-wracking, time-consuming, complex process that in adverse cases, leads to the biggest scare for any manager/admin – low ROI.


How can we improve user adoption?

How can you Improve User Adoption at your organization?User Adoption Strategy #1: Verify the Need.User Adoption Strategy #2: Turn New Technology Releases into Events.User Adoption Strategy #3: Establish a Pilot Program.User adoption strategy #4: Encourage a Rewards Program.More items…•

How can an adoption of a product be improved?

How to Increase the Rate of Product Adoption?Build for adoption from day one by making your product as simple and easy-to-use as possible.Target more of your best customers by doubling-down on the channels and campaigns that convert them.Make engagement and re-engagement campaigns an ongoing priority.More items…

How can you improve Salesforce?

7 Ways to Instantly Improve Your Salesforce OrgKeep Custom Fields Under Control. … Provide Continuous Training. … Collect Feedback. … Restrict Report Creation. … Improve Efficiency with Apex and Workflows. … Make the Most of Validation Rules. … Organize Reports and Dashboards Logically.

How do I drive a Salesforce adoption?

How to adopt Salesforce faster across your organizationEmbed Salesforce Experts in your team. Build the foundation for your success with help from our Implementation Architects. … Complete the Get Started with Salesforce Accelerators module on Trailhead. … Join us for a virtual event.

What are adoption strategies?

The goal of a user adoption strategy is to help users reach their goal. That means conducting research to understand users’ motivations, needs, environments, beliefs, complaints, and, most important, all the reasons why users don’t adopt.

How do you influence product adoption?

You can drive product adoption by creating a product adoption strategy using one or more of the following proven tactics:building excellent products.improving onboarding experience.setting up customer support.engaging with users in-app and outside the product.using customer feedback to improve functionality.

How does Salesforce improve productivity?

4 More Ways Salesforce Helps You Improve ProductivityBuild Your Pipeline Faster. CRM apps allow sales reps to store and work with data on each prospect so their information is ready at every interaction. … Maximize Selling Time. Is your sales team struggling to find time to sell? … Add Sales Intelligence. … Go Mobile.

How do I become a good Salesforce administrator?

Here are the best 11 skills that a Salesforce Administrator needs to have:Data Management Skills. … Leadership Skills. … Communication Skills. … Project Management Skills. … Organizational Skills. … Understanding of Sales. … Salesforce Knowledge and Resourcefulness. … Process Building.More items…•

What is data integrity in Salesforce?

William Feb 26, 2019. This blog on Salesforce data integrity features a brief intro to the contacts and accounts information inside the Salesforce and how do you establish a connection with them. Then it will focus on the benefits and methods that you can follow to maintain data integrity.

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.

1. Listen actively

UNF stakeholders were numerous and diverse, including executives and 18 departments. The Core Salesforce Team spent considerable time asking questions to understand their pain points and identify opportunities to create efficiencies.

2. Remain positive

Because of the existence of a legacy CRM system, the team needed to be sensitive to user burnout and wariness that any new system would be a panacea. The team maintained a “positive approach;” and acknowledged users’ pain points, understanding that any negativity was coming from a place of need.

3. Set a baseline measurement

As part of the listening tour, Lyrae and Jordan sought to quantify the existing levels of effort required for the various functions slated for CRM. This would establish a baseline against which UNF would measure the success of the new system and, therefore, further encourage user adoption.

4. Empower enthusiasts

The team identified prospective users who were enthusiastic about the Salesforce initiative. Twenty-five of them – representing each affected department – formed the “Champions” group which served as a communication conduit to and from the frontlines, relaying messages, sharing success stories and reporting back questions or issues.

5. Name Salesforce Administrators early

Because a new CRM system would require staff members to learn new software, it was important to identify Salesforce admins early in the process who had both technical know-how and people skills. Early identification also allowed UN Foundation’s four admins to receive advanced training and provide visible frontline support.

6. Communicate frequently and clearly

Communication – up and down the organization’s ladder — was a critical piece of the implementation strategy. Lyrae actively managed a communication plan that varied by the audience.

7. Celebrate success

Throughout the process Lyrae and her team shared Salesforce successes big and small, and communicated each time a milestone was reached. At launch, early adopters and champions were celebrated, thanked and rewarded with Salesforce-branded swag.

How to use Salesforce?

With your metrics defined and your dashboards set up, the next step is to start thinking about how you can create an advantage to using Salesforce over not using it. Add the motivation, and the users will follow. This might involve: 1 Providing valuable insight unavailable elsewhere, such as well-designed reports and dashboards or intelligent lead scoring 2 Capture leads in Salesforce that can’t be accessed through another system 3 Introduce gamification initiatives that reward users for completing tasks or other activities in Salesforce 4 Use apps from the AppExchange to enhance user experience and provide value

Is Salesforce adoption one and done?

Salesforce user adoption is never a one-and-done deal. As companies grow and change, you’ll always find new challenges coming your way. Continuously monitor adoption rates and test out different ways to improve them. The best part is, you’ll be improving your Salesforce org in tandem with adding more users that give it value in the first place.

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 Salesforce AppExchange?

Salesforce AppExchange is a great place to find relevant and helpful tools or plugins to make your Salesforce instance interactive and user-friendly. It is essential to select plugins based on your needs carefully [SR1]

Why integrate CRM with other systems?

Integrate your CRM with other enterprise systems so that the CRM users have all the data in CRM and don’t have to navigate to multiple systems and avoid data entry in multiple systems.

Is learning Salesforce CRM fun?

Learning a new CRM is not all that fun. Sales force has countless features and options, and this can be a hurdle to new users. Configure the software to present relevant data and components to optimize workflows. A front-end framework like Lightning Web Components is helpful in customizing user interfaces.

Joan Yanabu

In case you missed it, our first post in this series was all about how to LEARN to get more value from Salesforce, which is the first layer in your toolbox known as Success Cloud. The next layer is all about how to help your organization and end users ADOPT and use Salesforce in a way that’s valuable to your unique organization.

1. Embed Salesforce Experts in your team

Build the foundation for your success with help from our Implementation Architects. They will align with your technical objectives and provide personalized roadmap guidance. With them by your side, you can benefit from 52% higher adoption, and 80% reduced time-to-deploy.

2. Complete the Get Started with Salesforce Accelerators module on Trailhead

Learn how to work with Accelerators*— quick, personalized work sessions that solve specific Salesforce challenges. And then schedule an accelerator session to help boost your company’s productivity fast.

3. Join us for a virtual event

Salesforce offers a comprehensive calendar of virtual events for all clouds in a variety of time zones and languages.


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