Getting support from influential senior-level team members is one of the most effective Salesforce adoption strategies you can employ. When your leadership is enthusiastic about Salesforce, they can lead by example. As they demonstrate a personal interest in using all of Salesforce’s features, they will motivate their team members to do the same.
How to encourage your employees to learn Salesforce?
All throughout the Salesforce adoption process, it’s important to recognize and reward efforts to fully embrace the CRM. Recognition can be in the form of incentives, prizes, or even a shout-out in the common forum. The idea is to show your employees that you notice and appreciate the work they are putting in to learn Salesforce.
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 can I Make my Salesforce website more user friendly?
Remember, less is often more in a process — keep this in mind when designing your own. 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.
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
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How do you motivate Salesforce?
Strategies to Motivate Your Sales TeamBuild trust with the people on your team.Ask your direct reports how they like to be managed.Understand your direct reports' personal and professional goals.Make sure they're covering the basics.Set daily, weekly, and monthly goals.Figure out where the issue lies.More items...•
How do I get people to use Salesforce?
6 Tips for Encouraging Your Sales Team to Start Using CRMShow your Sales team the benefits of CRM. ... Include your Sales team in the CRM Selection Process. ... Commit to ongoing training. ... Share success stories. ... Offer incentives to salespeople as they get started with CRM. ... Don't Be Shy About Compelling the Team to Use the Tool.
How can Salesforce be improved?
You can improve efficiency by adopting a few time-saving processes. For example, the use of Apex triggers and workflows can dramatically save time when sending emails, updating fields or checking work. With the right coding or admin skills, you can reduce the time and complexity needed to update and retrieve data.
How do you encourage people to use CRM?
Stop Telling, Start Showing. It's one thing to tell salespeople that they'll benefit from using the CRM. ... Incentivize the Behavior. We're all creatures of habit. ... Consider a Team-Based Incentive. ... Let the Sales Team Help Make the Decision. ... Build Productive Habits from the Start. ... Make CRM Best Practices a Recurring Theme.
How do you increase sales in Salesforce?
0:031:47Salesforce Boost Sales Productivity Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipThen with one click reps can send a follow-up email log a call and convert another lead automatingMoreThen with one click reps can send a follow-up email log a call and convert another lead automating busy work they can even send their available meeting times from their calendar.
How do I improve adoption in Salesforce?
Show leadership buy-in. ... Understand and learn from your end-users. ... Create a long-term Salesforce adoption strategy. ... Establish training priorities. ... Pre-plan your Salesforce adoption training. ... Answer WIIFM and WDIMTM Questions. ... Start with a Salesforce pilot run. ... Encourage interaction with the Trailblazer Community.More items...•
How does Salesforce improve productivity?
Increase employee productivity Using Salesforce, employees can easily check all the previous records, make connections based on customer preferences, and deliver better results. Salesforce allows automation across sales, service, and marketing that helps in enhancing the productivity of employees.
How can CRM increase sales?
CRM helps sales people to optimize their daily schedules and prioritize tasks to make sure customers are not ignored and the key prospects are contacted on time. In fact, CRM allows sales people to spend more time with customers, which leads to more deals closed and a stronger customer base.
How CRM can improve company performance?
A CRM system can help you identify and add new leads easily and quickly, and categorise them accurately. By focusing on the right leads, sales can prioritise the opportunities that will close deals, and marketing can identify leads that need more nurturing and prime them to become quality leads.
How do you motivate your sales and customer success teams to update CRM?
Here are our top eight tips:Choose the Right System for Your Team.Communicate Personal Benefits.Involve Reps in the Purchase Decision.Provide Adequate Training.Make the System Easy to Access.Trumpet Early Successes.Reward Good Behavior.Leave No Alternative.
How long does it take to implement Salesforce?
Implementing Salesforce is generally a long process. Depending on the size and spread of your organization, it would easily take an average of 6 months to a year to successfully implement the CRM. Don’t make the mistake of abandoning your users shortly after the migration. Salesforce adoption requires ongoing efforts.
What is Salesforce Trailblazer Community?
For more than a decade, the Salesforce Trailblazer Community has provided a place for Salesforce users to discuss features, ask questions, and share tips. In 2018, we spoke with the woman who spearheaded the Trailblazer Community project, Erica Kuhl, about the value of this collaborative tool.#N#This self-help platform reduces frustration and confusion by giving employees a go-to resource backed by millions of experienced Salesforce users. By encouraging your team to engage in conversations and share ideas with the Trailblazer Community, you can avoid wasting time on repetitive training while also harnessing the power of Salesforce advocates within the community.#N#The platform gives users immediate access to networking opportunities, informative white papers, and helpful webinars. As your employees interact with peers and Salesforce experts, they will gain confidence in the value of Salesforce that will motivate them to make use of all of the available features.
What is phase 1 in Salesforce?
Phase 1: Planning and Strategizing Salesforce Adoption. This phase is before the rollout of Salesforce. It will explain the different must-have strategies to iron out the wrinkles in your strategy right from the start. 1.
Is Salesforce adoption easy?
But in reality, it is definitely not as easy as it sounds. A lot of companies even leverage salesforce adoption software to achieve their user adoption goals.
Is Salesforce a CRM?
To reap the benefits, employees need to use the CRM to its full potential. Salesforce is a powerful CRM with a wide array of capabilities. However, only around 50% of CRM features that companies pay for are actually used by their employees.
1. Connect with your ideal customers
You've spent time and resources attracting and generating new leads, but do you know how to prioritize them?
2. Proactively manage customer relationships
Eighty-three percent of sales professionals reported the pandemic increased the importance of building trust before a sale.
3. Reduce the cost of sales
New customers are a key ingredient of continued growth, but they’re not easy to come by. The good news is you can offset new customer acquisition costs through sales to your existing customer base.
4. Increase employee productivity
Adopting the right technology frees up your teams from process-heavy tasks and gives them more time to connect with customers. Manual operations like hunting for contact information or entering data can be automated or eliminated from customer-related processes.
5. Deliver better customer service
Seventy-six percent of customers expect consistent interactions across departments. In 2020, 52% of customers expected offers to always be personalized — up from 49% in 2019.
6. Improve customer retention
Visibility across all your relationships can help your teams proactively address at-risk accounts and present satisfied customers with new opportunities at just the right moment.
Why do we do sales promotions?
Done well, they boost short-term sales but also attract new customers, prompt positive online reviews, and lead to repeat purchases.
What happens if your sales promotion doesn't offer value?
If your sales promotion doesn’t offer them real value, then all the targeted marketing and limited-time offers in the world won’t make your sales promotion a success.
How many shoppers say discounts can influence where they shop?
Not only do 77% of shoppers say discounts can influence where they shop, almost half (48%) admit a discount has sped up a purchasing decision. Discounts can be limited to a specific point in the customer journey — for example their first online order — or a seasonal or holiday promotion.
How to effectively capture your customers' interest in your business?
To effectively capture your customers’ interest (and business), your sales promotion strategy should include these five essential elements: 1. Select the right target audience. The difficulty with any marketing campaign lies in locating those individuals who will eventually become loyal customers.
Do you spend more money on advertising than you make back?
Just be sure to account for the marketing cost of promoting your promotion. Otherwise, you might end up spending more money on advertising than you’ll make back through increased sales. For this reason, it may be most beneficial to focus on promotional strategies that have demonstrated return on investment (ROI).
Take the time
A great sales rep will understand the importance of co-selling with partners, whether it’s a distributor or a partner sales rep. The channel represents feet on the street above and beyond your single self, so it’s time well invested when you work closely together. Think about it: maybe the distributor has 50 sales reps.
Promote together
It’s very important to work tightly with partners on promotional activities. For example, a partner may come to you and say they doing a trade show or a special event, and they’d like you to be represented. Yes, you will show up as the vendor or the manufacturer, but you’ll play an active role in helping to generate leads.
Get social
Speaking from practical experience, when a sales rep is active in a social media community, there's an amazing amount to learn by listening. It's a very good place to learn what, where, and how you should be selling. Customers are asking questions, but so are distributors and partners.
Create a best practices community for channel management
Following on with social media, there is also the opportunity to create shared experiences and communities.
Co-invest with your channel partner
You can also encourage co-investing between your organization and the channel partner. Remember, a channel partner would always like to have more salespeople, but they cost money. So your company could actually co-sponsor or co-invest with dedicated sales reps.
How to encourage team to bring their whole self to work?
Prioritize well-being. To encourage your team to bring their whole selves to work, you have to create a space to speak to that whole person. Short reminders to breathe, get mindful, and focus are a great way to break up the work day and encourage perspective, calm, and creativity.
How to bring your whole self to work?
To encourage your team to bring their whole selves to work, you have to create a space to speak to that whole person. Short reminders to breathe, get mindful, and focus are a great way to break up the work day and encourage perspective, calm, and creativity. In addition to encouraging wellness days and time off as needed, kick off a meeting with a couple of minutes of meditation. Start things off with a quick team “temperature check” – red, yellow, or green – to gauge how they’re thinking, the struggles they may have, and their current stress levels.
Why are teams more productive?
Teams are more motivated and productive when they’re learning new skills and growing in their roles. Understand what types of projects energize your team members and which ones drain their batteries. Then, find them a stretch project that aligns to keep them growing, learning, and energized.
Learning Objectives
Drive User Adoption
- While drivers for user adoption are unique at every organization, there are some common practices we recommend. Find Ways to Motivate and Support Users Continue to articulate the “What’s in it for me?” to your users in all training and communications. As your deployment evolves and you introduce new features or enhancements, include the value and b...
Let’s Get Training
- We hope that this module inspires you to kickstart or to reimagine your training program and bring it inside the app, right where your users work. With increased training comes increased adoption and happy users.
Resources
- Salesforce Help: Install the Trail Tracker App
- Salesforce Help: Monitor Learning Paths (Beta)