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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/