3 Best Practices to Ensure Salesforce Adoption

Estimated 2 min. read

In our previous blog, we mentioned user adoption as a common Salesforce implementation risk. Salesforce adoption is not an easy task to deal with. Salesforce is a brand new complex system for your employees to learn and work in every day. Without successful user adoption, your employees will struggle to use Salesforce to its full capacity. With over 2,150+ successfully completed Salesforce projects, we put together three best practices to ensure Salesforce adoption.

Obtain Executive Buy-in

Having executive buy-in is critical for great user adoption. Executives and managers must lead by example and use the product every day. If employees recognize that their managers are not using Salesforce because it’s tedious to learn, employees will do the same and revert right back to what they are most comfortable with. This leads to some employees using Salesforce and some not, completely disconnecting business processes. One way of showing executive buy-in is to utilize Salesforce within meetings. Take advantage of sales meetings by reviewing the pipeline, analytics, leads, and more, all within Salesforce. By using Salesforce in meetings, you’ll reinforce the significance of using it to your employees and show them the platform’s value. Adjusting to a new system is hard enough, but having executives set the everyday standard of “Living Within Salesforce” will improve your adoption and, ultimately, ROI.

Know Your End-Users

Salesforce empowers employees to do their jobs quicker, better, and faster. When your employees start to use and learn Salesforce, it’s important to get constant feedback on their experience. Finding tedious manual tasks that Salesforce automation can take care of will save your employees an enormous amount of time, allowing them to focus on more meaningful responsibilities such as selling or customer support. Some ideas on how to collect feedback from your employees are 1 on 1 meetings with them, building a community within Salesforce, utilizing Quip for suggestions, company surveys, and more. Ongoing enhancements to your Salesforce org are expected as you are trying to build a user-friendly CRM that helps users in their roles daily.

Continuous Training

Going from spreadsheets to Salesforce can be very challenging for employees. Attempting to work within Salesforce at the same time they’re still learning the system can be frustrating. Everyone learns differently, so it’s essential to take a multi-stepped approach to ensure Salesforce adoption. Some examples of different training approaches are lunch and learns, 1 on 1 training sessions, group training, Trailheads, Salesforce videos, and more. The key to Salesforce adoption is continuous learning and training. At Corrao Group, we’ve used Salesforce for over a decade and our employees, both new and old, still learn more about the system daily as there are always new ways to enhance how we do business.

If you would like to learn more about Salesforce Adoption, please contact us!

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with 1,047+ customers, implementing, customizing, and optimizing over 2,150 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2 or contact us today!

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