Slaesforce FAQ

how to get employees to use salesforce

by Loma Schiller Published 2 years ago Updated 2 years ago
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Involve your team as early as possible. If your organization is new to Salesforce, the switch from a previous system may not be quick. Get your team involved from the inception of the Salesforce project, give them channels to provide feedback, and listen to their concerns.

Full Answer

How much does Salesforce pay employees?

Salesforce salaries: How much does Salesforce pay?

  • Industrial Engineering. How much should you be earning? Tell us about you and get an estimated calculation of how much you should be earning and insight into your career options.
  • Management
  • Information Design & Documentation. How much does Salesforce in the United States pay? ...

How to get my employees to use Salesforce?

[Updated]

  1. Go Back to Basics Change is hard – especially when it comes to new technology. ...
  2. Give Them the “Why” Announcing a change and mandating adoption of said change is not the best way to get everyone on board and gain their buy-in and trust. ...
  3. Re-evaluate Your Salesforce Implementation

How many employees does Salesforce have?

Salesforce.com had a total of around 56,600 employees as of the 2021 fiscal year. Salesforce's number of employees has increased during the measured period, almost doubling itself since 2018. You need a Single Account for unlimited access.

What is it like working at Salesforce?

Working in Salesforce is great. They are the typical American product company that spends good on it employees and hence perks and facilities are good. They are good paymasters as well. Sales culture is aggressive and unlike a lot of IT companies they work on monthly targets hence the pressure for numbers is too high.

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How do I convince someone to use Salesforce?

How to Convince Salespeople to Use SalesforceSell it to salespeople. Make sure you use the right kind of framing for your team so that they can get a lot out of the software. ... Make sure that people on all levels buy into the software. ... Show real-time return on investment.

What does Salesforce do for their employees?

They call their integrated philanthropic approach the "1-1-1" model. Salesforce donates 1 percent of its software, 1 percent of its equity, and 1 percent of its employees' time to pay it forward. As a result, Salesforce has topped a list of workplaces that give back.

How can you encourage your sales reps to enter data in Salesforce?

6 Tips for Encouraging Your Sales Team to Start Using CRMShow your Sales team the benefits of CRM. ... CRM automates reporting. ... CRM centralizes customer data. ... CRM lets you set reminders for follow-up calls or appointments. ... CRM creates more time for selling. ... Include your Sales team in the CRM Selection Process.

Why is Salesforce best to work for?

Salesforce is one of the best places to work, not only for the generous compensation, benefits, and culture, but also due to the initiatives spearheaded by leadership – they are frequently the first to advocate for certain socio-economic issues.

How prestigious is Salesforce?

Salesforce is honored to be ranked on the FORTUNE “100 Best Companies To Work For®” list for the thirteenth year in a row. FORTUNE ranked Salesforce at #2 this year.

Who are Salesforce competitors?

Competitors and Alternatives to SalesforceMicrosoft.Oracle.SAP.SugarCRM.Zoho.Sage.Zendesk.CRMNEXT.

Why do salespeople hate Salesforce?

Account executives “hate” Salesforce because it makes their job harder and more onerous – to such an extent that they continue to bolt on their own solutions than use a business solution. Blame goes to Salesforce for being incompetent, overly complicated. Instead of user friendly it is user-defiant.

How do you convince salespeople 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.

What is opportunity management in Salesforce?

Opportunity Management in Salesforce Opportunities in Salesforce represent a sales deal between your company and customer. It helps you manage all your sales deals with Salesforce. At the same time, you can stay connected to the people and information you need to close every sale from anywhere.

What makes Salesforce a great company?

Salesforce is a fast-paced environment where we have to adapt constantly to new features, products, and customers. Thus, career opportunities are numerous, and the company's exceptional growth has a positive impact on the growth of our careers.

Why does Salesforce pay so much?

Supply & Demand. The overarching reason why US salaries are so much higher than the rest of the world comes down to supply and demand. There's no doubt that the US is a powerhouse when it comes to technology, with companies such as Apple, Microsoft & Amazon all hovering around the $1 Trillion market cap mark.

How is the work culture at Salesforce?

With more than 20 years of experience, this is easily the best work environment I've ever been part of: safe, non judgmental and supportive. Salesforce's culture promotes learning, team work, work/life balance while modeling great business and human values.

Salesforce benefits for the sales team

The first thing to do is to show the sales team the business and personal benefits of adopting Salesforce. Some of these are:

Tips to help get the sales team ready to use Salesforce

Well, if you are already determined to implement Salesforce but you still notice resistance from the sales team or in some of its members, you can follow several strategies to encourage them. Some of these are:

Why do people want Salesforce?

Sales people want it because it has the “cool” factor, and it is today’s “it” brand. Sales organizations should want it, because it really is an amazing program. When utilized correctly, it can help sales managers figure out where to prioritize deals or customer issues, see where reps are being successful, or not, build far more effective forecasts than they can with Excel, run on-demand, real time reports, track the team’s short and long-term business goals and KPIs…the list goes on.

What happens when you initialize Salesforce?

When you first initialize Salesforce.com, it comes loaded, with everything turned on. It’s the job of the organization to configure Salesforce so that it effectively maps the company’s true sales process, or to work with an implementation partner, like Stony Point, to assist with this.

How to do as I say not as I do?

The Do As I Say, Not As I Do Effect 1 Create dashboards and reports specifically for the management and executive team that provides visibility into activities and deal flow (for sales managers) and forecasting, trending analysis and benchmarking (for executive management). 2 Ensure that a Salesforce.com training program focuses primarily on the sales management team and shows them not just how to use the system for their own benefit, but how to get sales people utilizing it correctly so that the data input is going to lead to the right outputs. Stony Point has a proven program that focuses on learning and adoption by the sales managers first. 3 Make the adoption of Salesforce.com by the sales team part of the management KPI, and even bonus programs.

Why do salespeople want simple fields?

Most salespeople want things as simple as possible. That means minimizing the fields in Salesforce and chopping out anything that isn’t going to get used. You don’t want a situation where a sales person can make a decision about whether to fill in a field or not. Ideally a field exists because it’s the job of a sales person to complete it. Far too often, we speak with companies and ask them about certain fields they’ve created, and yet, they have no idea what’s supposed to go in there.

Is Salesforce used by management?

A lot of salespeople worry that Salesforce.com is simply going to be used by management to keep tabs on them. Let’s face it, most sales people don’t vote for more visibility into their performance and activity levels. We’ve always found this excuse somewhat fascinating. It’s not like Salesforce.com has inherently raised the level of management interest into what sales people do all day long. That’s always been the hallmark of any worthy sales organization. The methods utilized to track activity may have been poorly designed, or overly manual, but the interest level shouldn’t have changed.

Is SFDC easy to correct?

Unleashing SFDC on the sales team prior to configuring it for the organization’s specific processes is a mistake that is easy to correct . Take the time once you’ve acquired Salesforce to understand it’s capabilities, map your sales process, and then build the system for ease of use by the sales team.

Why Salespeople Hate Salesforce

The idea behind utilizing Salesforce to get ahead and actually convincing salespeople to use it are two very different things.

How Salesforce Can Benefit Salespeople

While it is easy to understand why salespeople do not like to use Salesforce, it is also hard to ignore all of the benefits of using the program. If salespeople choose to utilize the system to contact their leads for them and keep them in the loop, then they are more likely to make a sale where they would have missed out on one before.

How to Convince Salespeople to Use Salesforce

If time is not taken to really show the value of Salesforce, then no salespeople will begin to use it, and it will be a flop in any company. In order for it to be successful, then convincing needs to happen. These are some of the ways you can convince salespeople to use this CRM software in your company.

How does Salesforce work?

Salesforce provides dynamic workflow functionality for automating your business processes. By using workflow automation, your users will benefit from greater control over their everyday activities. This means that they’ll avoid redundant tasks and improve adherence to your business’ processes and procedures. Automation also encourages better use of Salesforce and provides a way to assign tasks to specific users, create custom rules based on events or teams, and even a way to develop multi-step approval to their sales team’s requests. By improving workflow functionality you can relieve your team of manual tasks and arduous and lengthy approval processes.

What is a walk through in Salesforce?

WalkMe is a software platform that offers interactive onscreen guidance for Salesforce. Walk-Thru’s appear as step-by-step call-to-actions so that can successfully perform particular processes without confusion. WalkMe is specially designed for the Salesforce platform – it’s simply overlaid onto the Salesforce platform.

Is Salesforce a problem?

Salesforce adoption is a big problem, and is often rooted in employees feeling that the system is not useful for them. Walk through the personal and long-term benefits that someone will experience using the platform.

Can you use Salesforce as a starting point?

Salesforce is full of words with highly specific meanings. Make a cheat sheet of all the essential ones beforehand. You can use Salesforce’s own introduction as a starting point.

What is user management?

The most basic aspect of user management is creating the usernames and login accounts for your users. In just a few clicks, you can send a team member their login and get them into the platform.

What is a sysadmin profile?

Standard User. The SysAdmin has access to setup and all objects, as they are the ones maintaining the platform. You can create custom profiles with fine-tuned access for different teams.

What does it mean to assign the right profiles, roles, and data access?

Assigning the right profiles, roles, and data access means you will have more flexibility in the future. Consider a comprehensive user management strategy that incorporates these best practices.

How do roles mimic teams?

Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assign ing users to a role hierarchy makes records accessible within their team.

What is Salesforce Service Cloud?

Before trying to understand how to use Salesforce Service Cloud let’s learn about Service cloud and its features. Service Cloud is a Cloud-based software that enables you to achieve top-notch administration with a 360-degree view of the client — all from one control center (the console). From a live chat to a common information repository, Service Cloud makes it workable for you to work with cases quicker, offer more intelligent self-assistance, personalized client care, and convey support all over the place.

What was CRM before Salesforce?

Prior to Salesforce, Customer Relationship Management (CRM) arrangements were facilitated on an organization’s own server. The expenses, resources, and time (months or years) it took for organizations to have their own CRM arrangements were tremendous. Even subsequent to setting up everything On-premise, scaling was the primary concern to keep up with changing needs.

What is CRM in marketing?

Automated Marketing: CRM can facilitate the automation of tedious errands/repetitive Marketing tasks to improve Marketing efforts at various phases in the customer lifecycle. For instance, when a lead comes into the picture, the CRM software may naturally send Marketing content via email, to transform the lead into a valuable customer.

Why is CRM important?

A business dominates the market as long as its customers are content with its products and services. CRM ends up being fruitful for organizations since it generates and identifies new leads, helps increase referrals, improves services, administrations, and the general quality of work. CRM also takes up the task of continually taking feedback ...

Is Salesforce still evolving?

Now you know about the major services offered by Salesforce and you now know how to use Salesforce for building your CRM software.

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The Big Brother Effect

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A lot of salespeople worry that Salesforce.com is simply going to be used by management to keep tabs on them. Let’s face it, most sales people don’t vote for more visibility into their performance and activity levels. We’ve always found this excuse somewhat fascinating. It’s not like Salesforce.com has inherently raised t…
See more on salesforcetraining.com

The Do as I Say, Not as I Do Effect

  • One of the greatest barriers to complete Salesforce.com utilization is that often managers and executives expect the sales people to use Salesforce.com, but they won’t take the time to learn it for themselves. It’s the classic “take this medicine, it’s good for you, but I am fine” syndrome. This approach has always seemed to us, extremely foolhardy and short sighted. What possible good …
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The Salesperson-Technology Paradox

  • Listen, we get it. Salesforce.com is not straightforward. For all it’s brilliance, at the end of the day, it is still cloud based technology, that if, not set up properly, will be very confusing to sales people. Sales people want one thing that Salesforce.com (in it’s initial acquisition state) does not provide – simplicity. When you first initialize Salesforce.com, it comes loaded, with everything turned on…
See more on salesforcetraining.com

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