Salesforce has over more than a million customers globally. With such a vast figure of customers worldwide, it is clear that Salesforce is a must-have business solution for organizations all over the world. The Salesforce adapting process requires a robust consideration of people and technology. The salesforce user adoption metrics is not as easy as it sounds and can build or destroy your organization’s ability to grow and outshine.
Ksolves know that the problem will not be solved by itself and needs serious measures and thus have decided to dig deep into the problems and present you the best-suited solution.
Salesforce User Adoption: What is it?
The Salesforce Adapting process is the act of enabling the user to use the full capabilities of the Salesforce CRM by creating strategies around training and development. It’s a way of acclimatizing new users to products and services so they can continue using it.
Creating a Salesforce user adoption strategy is a tiresome and complex process that requires a lot of time and leaves organizations with reduced ROI. Let’s have a look at how the lack of Salesforce adoption is affecting a business.
Salesforce Adoption challenges: How the lack of Salesforce adoption affects businesses?
A very common problem of Salesforce adapting is that after the Salesforce rollout, companies become skeptical about login percentage. If the login statistics show a low login percentage, it indicates that the sales reps are not using salesforce regularly and user adoption is taking a haul and results in the unclear value of the new customer relationship platform.
- Sales reps’ reluctance to ditch traditional spreadsheets
Sometimes sales reps fail to see the bigger picture of salesforce’s uniqueness and continue using spreadsheets as they are familiar with them and become habitual. The problem here is that this totally disjoints the Salesforce user adoption process and finally a CRM failure.
- Irregular data updates of sales reps
Not updating data on a regular basis in Salesforce makes tracking the progress an impossible task for managers. This results in poor user adoption. When you fail to keep current with the changing data, you are likely to make costly and embarrassing mistakes.
- Negligent data entry of Sales reps
Another challenge of the poor Salesforce adapting process is the poor form of data entry. When the data is not entered correctly, a huge data chaos happens as sales reps won’t be able to rely on the incomplete data and it will result in many lost opportunities.
Let’s now discuss a few ways to increase user adoption in salesforce.
How to increase Salesforce user adoption? Some helpful tips by Ksolves
The Salesforce adapting process will not happen with just a snap of your fingers. It takes a well-thought user adoption strategy based on certain best practices. Let us have a look-
- Constant managerial efforts
It is always the right leadership that supports the change. A correct attitude from senior-level managers can eliminate most of the problems of user adoption. Sales managers should look at the data stored in Salesforce and use the Salesforce user adoption dashboard to demonstrate the value. Leaders can start communication in chatter, share reports, regularly review Salesforce user adoption metrics, etc.
Another important strategy to look for is to make sure that the platform does not make a user’s life hard. The system needs to be adjusted in a way that is in line with the user’s work. The four ways of system conveniences are-
- Proper customizations
- Performance tuning
- Integrations solutions
One of the most important Salesforce adapting techniques is to provide proper training. Your employees can not master every salesforce feature without proper training and support. Salesforce has extensive functionality and is such a vast platform that learning all the features in one go is next to impossible. It is best advised to avoid overwhelming and break the training into several short sessions.
Anything that is fun is easier to learn. Make the Salesforce adapting fun and engaging so the users can stick to it. Including activities like rewarding performance can be a great initiative to motivate others.
- Do a Salesforce pilot run
To start with a pilot run instead of rolling out to hundreds of employees is an idea in the right direction. Pick a group of end-users and provide them with the Salesforce user adoption and training material and do testing before anyone else. Collect feedback and identify pain points. Work accordingly and decide which training strategies are effective.
Utilize Ksolves expertise for better Salesforce user adoption services
The Salesforce adopting process is undoubtedly lengthy but it is not unachievable. It just requires the correct strategy and the right Salesforce partner. Ksolves is a leading Salesforce development company in India and the USA and with its 10 years of experience in delivering successful Salesforce, projects can prove to be a trustworthy partner for Salesforce user adoption. We have a team of 300+ developers working their hearts out to bring you the best possible solutions.
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