Salesforce Adoption

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Salesforce adoption is an amusing task, which is more complicated than it sounds. SF adoption to put it simply is to enable users to use it as an inhouse tool for CRM purposes. It is possible for organizations to leverage on the SF adoption platforms to achieve their strategic objectives.

SF is rated to be the best CRM applications available in the present. According to reports SF can improvise the Sales & Revenues of the SF adopting organizations by around 30%. With such an impressive ROI forecast, any organization shall prefer to adopt Salesforce to reap the benefits. But the fact lies with the consideration that the users have been able to utilize the CRM applications to its fullest potential.

Salesforce Adoption

The adoption process has been divided into a series of steps to make it easier

1. Management Interests

It is the interest of the management to roll the wheel and support the change. The top management and the senior leadership of the organization has to comprehend the need and drive the change which becomes a crucial part of Salesforce adoption in the organization.

The leadership team can show the way by demonstrating a personal interest. This can be done by starting conversations, sharing reports and insights, regularly reviewing the SF adoption metrics and celebrating the activities of the user, thereby motivating the team.

The adoption process has been divided into a series of steps to make it easier

2. Learn from the existing End-users

The end user plays a pivotal role in the SF adoption process. The needs of the end user has to be addressed and should help them empower in doing their work both effectively and efficiently. It is important that the team understands the challenges that can be addressed by Salesforce to help them accomplish their task. It is a great way to bring in acceptance from the users. Also gathering the constructive feedback of the existing processes in the organization would help in working out a right fit for the organization.

3. Organization Long term objectives

Implementing Salesforce is a generally a long process and the benefits of any applications can only be observed over long periods of usage. After the migration to the Salesforce platform ensure that the users are well engaged and are not abandoned. Additionally training is a success only if periodically reviewed and updated.

4. Implement priorities for Training

Any end user cannot comprehend all aspects of the application or a platform immediately and a certain path has to be chosen to proceed with. Mind mapping and training plan has to be chalked out before giving or implementing any training. All the training can be considered complete if the users are conversant in handling the works without reaching out for any help.

5. Initiate a Salesforce Pilot Run

Prototypes and Pilot runs are one of the many easy to check the success of any innovation or change management in the system. Instead of rolling out Salesforce across all the depts. at once, it can be done one department at a time. This would help in understanding pain points and understand the strategy to be adopted.

6. Encourage Trailblazer Community interactions

Salesforce has a self help and a learning platform known as TrailHead and the users who are enrolled are known as Trailblazers. This develops peer to peer learning and also works out to be a great platform to share knowledge and ideas while harnessing the power of Salesforce. This shall enable to gain confidence in the users and also motivate them to utilize various features across the platform.

7. Salesforce Onboarding is a continuous process

Salesforce as a product or a platform is continuously updated with upto 3 releases a year. The users can deliver better results only if the users can engage by upgrading themselves by going through the releases.

8. Recognize, Reward, Repeat

All throughout the process it is vital to recognize and reward the efforts to embrace the system completely. Recognition can be in any of the various forms such as incentives, prizes or reward in a common forum.

9. Measure the effectiveness of Salesforce Adoption

Last but not least, it is very important to measure the success of the adoption and it can be easily done with the availability standard or customized dashboards in Salesforce. This shall identify the specific areas of improvement and the areas from which the benefits can be reaped the most.

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