how to increase salesforce user adoption

How to Increase Salesforce User Adoption

Challenges of Salesforce User Adoption

● Over 50% of projects either have cost overruns, do not meet their schedule, or do not receive half of their expected benefits (Panorama Consulting study, 2013)

● According to a survey by Merkle Group Inc., 63% of CRM initiatives fail

Why Are These Statistics So Significant?

● Salesforce tasks and functions are often complex and hard to complete

● Extensive training is time-consuming, expensive, and often largely ineffective

Here are Five Areas of Focus for Increasing Salesforce User Adoption

● Data Migration and Conversion

● Strategic Training

● Rewards and Gamification

● The Power of Collaboration

● Monitoring and Analytics

Data Migration and Conversion● The project manager needs to

carefully plan what data needs to migrated to Salesforce and how it will be migrated

● Too much data can be overwhelming to the user, but not enough data can limit Salesforce’s functionality

Strategic Training● Training must extend beyond the

initial training session● Follow the initial training session

with performance support, which guides users and helps them accomplish complex tasks

● WalkMe, for example, provides on-demand, on-screen guidance to help employees complete tasks on Salesforce

Rewards and Gamification ● Keeping users engaged and entertained

while learning Salesforce will result in a more capable and productive workforce

● Rewarding employees during training will

create incentive to follow along with the training and, as a result, learn more

The Power of Collaboration● Provide employees the

opportunity to give opinions about the new program

● Make use of Chatter- one of the best ways to increase collaboration between employees

Monitoring and Analytics● Deploy a monitoring

system to ensure the software is functioning properly

● Use analytics to measure user performance, trends, and make forecasts to predict complications

Bringing It All Together● If used correctly,

Salesforce can be an indispensable tool for companies

● Follow these tips to improve Salesforce implementation and user adoption

For more tips and news on Salesforce, click on the RainForce logo below or visit http://rainforce.walkme.com/