Full Answer
What does it mean to adopt Salesforce?
When we talk about Salesforce adoption, it means a company (your company) has Salesforce, and someone (you) wants to make sure the end users (your sales reps) use it. Yes, it sounds a lot like herding cats. But don’t worry, we have plenty of tips and tricks to help get your sales reps using Salesforce every day.
How can Salesforce help you adopt more power users?
Adoption dashboards: Salesforce also has prebuilt adoption dashboards available on AppExchange. This is a great way to identify your naysayers and track your progress toward more new power users. Pro tip: Consider mining nuggets from this for your leadership to celebrate on Chatter.
How to simplify Salesforce for your users?
Meanwhile, here are a few ways to simplify Salesforce for your users: Use profiles and personalized page layouts: Give each user a different format and the right features based on their role. Eliminate clutter: Run the Optimizer to find reports, extra fields, unused layouts, and other things that distract users or slow performance
How to get the most out of Salesforce?
To get the most out of it, and to see the best benefits to your company, you need to adapt your operations, your day-to-day processes, your decisions — and use Salesforce to help define and track your goals. You have to “adopt” Salesforce. Now, let’s talk about some time-tested rules to adoption and how you can put them into action.
How does Salesforce measure user adoption?
Today we're going to talk about measuring Salesforce user adoption....Create Your User Adoption DashboardNumber of Active Users.Users Not Logged in (Last 7 Days)User Logins in the Last 7 Days.Users by Last Login Date.
How is CRM adoption measured?
When you are choosing metrics to monitor adoption, you might consider these three key areas:Usage.Data quality.Organizational effectiveness.Usage. Your first measurement of adoption—and a basic indicator of success—is login rates. ... Data quality. ... Organizational effectiveness.
How do you calculate adoption?
The formula for calculating adoption rate is: Adoption rate = number of new users / total number of users. For example, if you have a total of 1,000 users, of which 250 are new, then your adoption rate is 25% (250/1,000). The adoption rate should always be calculated for a specific time period.
What is adoption in Salesforce?
Salesforce user adoption is the simple act of enabling a user to use SFDC's full CRM capabilities by creating strategies around onboarding, training, and continued development – all to drive overall digital adoption.
How do I raise my CRM adoption?
How to Increase CRM Adoption RatesInvolve users from the start. As we mentioned above, people resist change. ... Choose a CRM ambassador. Appoint a person in your company who is an ambassador for CRM. ... Create a routine guide. ... Make sure the system is easy to use. ... Train your employees. ... Reward users.
How can we measure the CRM success?
Run the right CRM reports to measure success....Here are 5 metrics to measure sales team performance and CRM success.Close rate. Your close rate is the number of deals closed compared to the number of leads in the pipeline. ... Upsell rate. ... Net-new revenue. ... Length of each sales pipeline stage. ... Length of sales cycle.
What is the adoption rate?
The rate of adoption is the pace at which a new technology is acquired and used by the public. This rate can be represented by the number of members of a society who start using a new technology or innovation during a specific period of time.
What are some adoption metrics?
User and Product Adoption Metrics1- Product adoption rate.2- Adoption rate.3- Time-to-first key action.4- Percentage of users who performed the key action for the first time.5- Number of Daily/Monthly Active Users.6- Percentage of Daily/Monthly Active Users.7- Average Usage Frequency.More items...
What's the difference between adoption and usage?
Software usage is the basic assessment of how a user interacts with the software. If software usage is how frequently or for what purposes the software is used, software adoption is how fully utilized the software is.
How do you increase the rate of adoption in Salesforce?
How to Improve Salesforce User AdoptionSTEP 1: Give ownership to a Senior Stakeholder: ... STEP 2: Identify the main bottlenecks: ... STEP 3: Automate and enhance wherever possible: ... STEP 4: Make full use of the AppExchange: ... STEP 5: Call out your Salesforce Champions:
What is Salesforce dashboard adoption?
The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers.
How do I drive a user adoption in Salesforce?
6 Keys to Drive User Adoption. Want ways to maximize your Salesforce investment? ... Identify your stakeholders. ... Assess impact. ... Communicate, communicate, communicate! ... Provide the training and tools needed for success. ... Use myTrailhead for ongoing learning and skilling up. ... Encourage feedback and build a support process.
Why Do We Need a Salesforce Adoption Strategy?
Just because sales teams have access to Salesforce, or even have been trained extensively on Salesforce, does not mean that they will automatically use it.
What is Salesforce training?
Salesforce Training follows the prescribed strategies and leverages the tools from the Prosci ® Change Management program and their ADKAR™ Methodology, to ensure that we have the best chance of success in managing both individual and organizational outcomes, and maximizing your Salesforce ROI.
Is Salesforce assessment free?
Our assessments are completely free to take. They’ll help you to understand the elements of your sales process that could be holding you back from realizing your full Salesforce ROI.
Can Salesforce Lightning be used by front line managers?
Fortunately, at Salesforce Training, we’ve got a lot of experience helping Sales Leaders not just train their teams, but also get them to use Salesforce Lightning effectively. Working with front line managers, we’ll make sure it all sticks.
Why is top down adoption important?
To that end, it’s critical to show that you understand and respect your end users’ needs. You can’t expect them to use something to do their job that was designed by someone who doesn’t know how to do that job.
What is user survey?
User surveys: give your users a way to provide candid feedback anonymously (ps: did you know you can do this right in Salesforce?)
Does Salesforce have free connectors?
Eliminate data entry: Make your team’s life easier by integrating their email into Salesforce. We have free connectors to both Outlook and Gmail. For bonus points (and ease of use) make use of our mobile app which features voice dictation.
Is Salesforce a child?
Metaphorically speaking, Salesforce is similar to a child — it ’s not just about flipping a switch and turning on a cool new toy. To get the most out of it, and to see the best benefits to your company, you need to adapt your operations, your day-to-day processes, your decisions — and use Salesforce to help define and track your goals. You have to “adopt” Salesforce.
What is Salesforce chatter?
Salesforce Chatter allows creating a general yet separate social network where all Salesforce users can communicate. The chat makes it easier to manage the workflow and guide Salesforce adoption. In case there is an issue, users can use the chat to find a solution to their problem within several minutes.
What is AppExchange in Salesforce?
As a marketplace for a ton of useful addons, AppExchange provides you with the possibility to customize Salesforce, adding features that are missing in the default functional . Additionally, it is a great opportunity to introduce integration from the software your employees are familiar with before switching to Salesforce if you plan to keep it. Among the offered apps, there are great solutions for Project management in your team, HR and recruitment processes, Customer service apps and much more. Apart from the paid options, there are also plenty of free apps you can test with your Salesforce.
What is Salesforce dashboard?
A good thing to mention about Salesforce is that its dashboard , which you can access on Appexchange, allows you to track user adoption metrics as well as share this information with the entire team. With a variety of tools, you gain an opportunity to change the data into a leaderboard.
Is Salesforce a CRM?
Similarly to any CRM adoption, implementing Salesforce is going to provoke some types of issues at some point. To find solutions quickly, you should be familiar with what issues can occur before they do so you can either prevent them entirely or prepare for them. In such a way, you'll manage to minimize the losses over the course of Salesforce adoption and avoid having any delays.
Do you need a Salesforce admin?
Unless your team is already staffed with the Salesforce experts, you will definitely need to introduce a Salesforce Admin to it. It applies to companies of any size. Taking this step will help you save a significant amount of time and resources spent on learning how to work with Salesforce. During your regular work, this person will be able to support you and facilitate the adoption by helping to install some applications, sharing some tips and tricks on the most optimal usage and answering questions you or your team members may have regarding different functions.
Is Salesforce a good investment?
Salesforce is considered a useful investment for business owners who seek to grow their companies. In case of successful Salesforce adoption, it is a well-customized solution that helps improve the ways you sell, so your business will definitely benefit from it.
Will sales reps be happy with Salesforce?
That's why they would not be happy to transition to Salesforce while they will be required to change how they do their job daily with no exceptions.
