5 Tips to Help you Raise Salesforce Adoption within Your Company
Deciding to deploy Salesforce is only one part of the equation, you have to find a way to bring your employees on board and ensure that it is used effectively. Below are some tips to help you with the adoption:
-
Make it simple
Salesforce instances include a wide variety of features to cater to the needs of organizations of all sizes and types. However, not all organizations need to use all these features; limit your deployment to the bare minimum needed in order to make the changeover easier for your staff.
Teach them key trackable metrics using the Dashboards, depending on the metrics tracked in meetings with salespeople and/or executives?
Find out how you can translate them to a Salesforce.com dashboard from Excel and train your staff to understand, interpret and modify their strategies according to the metrics.
Choose only the most important 8-10 metrics to track in the beginning, advancing as the team becomes more confident in using the system.
-
Don’t try to monitor everything
If you make your Salesforce Git platform easy, people will be encouraged to use it. Remove all the clutter by hiding unused tabs, hiding or removing unused data fields and customize fields using common-sense names.
Train all your sales reps and managers to produce reports and use Salesforce – institute the rule that anything that is not in the system is not considered valid. You’ll be amazed at how fast your users will adapt to it.
-
Explain the importance of Salesforce
Instead of browbeating your sales and marketing teams into forcefully adopting the platform, explain logically why the system is necessary for your organization.
If you treat them like children and force it down their throats, chances of rebellion and sabotage are higher. Don’t make them feel like you’re putting in yet another system to play spy on them.
Explain to them why it’s more efficient to maintain data, track communications and assess performance in a single platform. Describe how this system solves the problems they have been facing, and they’ll be more open to it.
However, you should be firm in getting everyone on board – a tough balance to attain, but most definitely possible.
-
Customize user interfaces according to roles
Configure various teams’ – sales, customer service and marketing – interfaces according to their needs from the system, and remove all other irrelevant and distracting things.
Ingrain the system into the blood of new hires right from the outset, and reinforce the notion that whatever doesn’t exist in Salesforce doesn’t exist. If management maintains high standards/expectations and complies with what is required of them according to the system, the staff will too.
-
Train, train, train
Bring on board trained Salesforce specialists to help users make the transitions according to what is required from them. Many of the users may be excited, but feel intimidated by all that is required from the ‘new system’.
Arrange a couple of one-on-one sessions with a specialist for employees who are having a particularly hard time in the beginning. You can have group sessions for the rest, who just need a little nudge in the right direction.
Conclusion
These few tips will help you smooth your transition into Salesforce. At all times, the managers should be the biggest fan of the system, let their enthusiasm show through and the employees will get more inspired to follow suit.
Author bio: The author has over ten years’ experience as a customer relationship management software expert, and has written articles shared on many platforms throughout the Internet. Visit http://www.flosum.com/salesforce-data-migrator/ to learn more about data migration using Salesforce, and other relevant information.
Category: Business
