Most Valuable Salesforce Summer ’22 Release Features

Estimated 3 min. read

Salesforce has just released its Summer ’22 release notes and we’ve compiled some of our favorites below. Keep scrolling to see when these features will become available to you.

Sales Cloud

    • Close cases quicker with Einstein search – Help case agents find solutions and knowledge articles quicker through an optimized search manager.
    • Estimate your ROI for Lead Scoring – The Einstein Readiness Assessor estimates the value of Einstein Lead Scoring for your custom instance. It’s based on your lead acquisition and conversion numbers.
    • Create Custom Address Fields – You are now able to create custom fields that mimic the same behavior as standard address fields. This comes at an extremely fortunate time when many people work from home, but can also be used to track multiple warehouses and other offices.
    • Clean up inactive picklist values – Users are able to bulk delete inactive unused picklist values rather than having to do so one at a time. You can also activate, deactivate, or replace multiple custom picklist values at once.
    • Find the best report type for new reports – Have you ever created a Salesforce report only for it not to display the specific data and objects you were expecting? A newly enhanced report type selector allows users to quickly access recently used report types and view the objects and fields that are available.

Consumer Goods Clouds

    • Schedule Visits to the Right Stores at the Right Time – Use Einstein Visit Recommendation to keep your products front and center. Sales managers can select a group of stores to receive recommendations on which ones to visit, and when.
    • Ensure Timely Deliveries to Stores – Managers can prioritize orders that the highest selling stores to make sure they’re restocked first. Delivery tasks can be assigned to drivers, who receive instant notifications on their mobile devices.

Service Cloud

    • Deflect cases with Einstein Article Recommendations for Flows – Enable smart email auto-responses to quickly answer customer questions, providing knowledge articles within minutes. Accessible from within Flow Builder.
    • Make Smarter Routing Decisions – Designate a queue or skill-based information about your agents’ capacity to automatically designate new work requests more efficiently. For example, if an agent has more than 3 cases in their queue, the system can automatically route the new case to someone else.
    • Save Agents time with Einstein Article Recommendations – Use AI to recommend relevant knowledge articles to agents as live conversations happen. Reduce the time agents spend on each case while increasing customer satisfaction.

 

Marketing Cloud Account Engagement (Pardot)

    • Send Slack notifications with Completion Actions – Marketers can now use a completion action to notify a Slack channel to speed up your pipeline. Beat out your competition by responding to leads first and adding this action to your most important assets and forms.
    • Automate More with Completion Action Enhancements – You can apply completion actions to subsets of prospects who meet certain criteria. For example, you can assign prospects who live in Washington to your sales team located within Washington.

 

Pre-Release Org Feature Testing

A pre-release org is the safest way to test the new features before it comes available in your Sandbox. Please click here to sign-up. Remember that pre-release orgs will not have the customizations that your current live system has.

Sandbox Feature Testing

On May 7th, users will be able to test the new Summer ’22 features within their own Sandbox. This allows users to test out how the new features will work with their fully customized system and processes. Most Sandboxes will be automatically updated on Mayth 7th.

Salesforce Summer ’22 Feature Release Dates

Salesforce plans to release the Summer ’22 features across all live instances on the following dates:

    • May 21st, 2022
    • June 4th, 2022
    • June 11th, 2022

Features will be released in your Salesforce depending on your instance. Visit Salesforce Trust, select your instance name, and visit the “Maintenance” tab to see the date your org will be updated. To find your instance, visit the company information tab within setup in your Salesforce.

Full Summer ’22 Release Timeline

salesfore summer 22 release timeline

Pardot Renamed to Marketing Cloud Account Engagement

Estimated 2 min. read

On April 6th, Salesforce changed the name of their B2B marketing automation tool, Pardot, to Marketing Cloud Account Engagement. You may be familiar with Marketing Cloud, Salesforce’s B2C digital marketing automation and analytics software. We’ll take a look at the “why” behind the big name change, and look at a few other new name changes as well.

All Name Changes

    • Salesforce CDP → Customer Data Platform
    • Interaction Studio → Personalization
    • Email, Mobile, Ad, Journey Studios → Engagement
    • Pardot → Account Engagement
    • Datorama → Intelligence

The “Why”

With these name changes, Salesforce is making Marketing Cloud more consistent and more understandable to marketers looking at the entire platform. It’s not just name changes either, Salesforce is continuing to integrate with these best-of-breed technologies, making their CRM even more powerful than before.

    • Aligning with the marketer’s language – Salesforce has aligned its Marketing Cloud products with terms that marketers use in their day-to-day activities to help make their values easier to understand. For example, “many marketers are looking for the capability and value of real-time Personalization, not an ‘Interaction Studio’” (Salesforce). Marketing Cloud’s previous naming convention came from add-ons that have been acquired by Salesforce and kept their original name.
    • Continued unification – Salesforce’s unified platform is one reason it’s the #1 CRM.  This renaming further shows users that Salesforce continues to integrate best-of-breed technology within their system. Products are continuing to receive advanced integrations within each other, giving users access to quality data and technology they’ve never had before.
    • Future enhancements –  These changes create new pathways down Salesforce’s product roadmap. Recently, Marketing Cloud added WhatsApp and Snapchat for advertising, targeting, messaging, and more. Integrations like these continue to be made, as the marketer’s strategy changes frequently.

Takeaways

    • Blending B2B and B2C – Pardot has always been labeled as the B2B marketing automation tool, whereas Marketing Cloud is for B2C marketing. Recently, B2B and B2C marketing have never been closer than before, overlapping in many buying qualities and strategies. With the recent trend of B2B and B2C blending, this takes another step in the right direction.
    • No Account Access – One of the most frequently asked questions since the name change has been “does Account Engagement (Pardot) now have more than read-only access to Account objects”? Currently, Account Engagement still only has bi-directional updates with the Lead and Contact objects within Salesforce. Nothing in Salesforce’s current roadmaps state otherwise, but this could be the beginning of that process!
    • Some things stay the same – Most things are staying the same, especially underneath the Account Engagement hood:
      • Pricing and packages
      • SKU names on your Salesforce contract
      • Features and functionality

Pardot’s name change to Marketing Cloud Account Engagement is a big deal, but don’t forget all of the other name changes listed earlier. As Salesforce continues to integrate its products even more than before, these names should stay. For now, how do we best say the new name after knowing it as Pardot since 2007? Marketing Cloud Account Engagement Engagement Studios doesn’t exactly roll off the tongue as Pardot Engagement Studios does. Account Engagement? MCAE? That’s for us to decide and have fun with. The new “Pardashian” term is just around the corner!

Salesforce’s full article on Marketing Cloud’s name changes.

Salesforce Summer ’22 Sandbox Preview

Estimated 2 min. read

The Salesforce Summer ’22 sandbox preview is arriving in late April! Below are the key dates for the Summer ’22 release so that you can mark your calendars and prepare.

Key Dates for the Salesforce Summer '22 Release
Image by Salesforce

Depending on your instance, the major release dates for the Spring ’22 features are:

    • May 20: First release
    • June 3: Second release
    • June 10/11: Final release

Other key dates through the Spring ‘22 Release include:

April 21: Sign up for the pre-release environment

In this test environment, you can try new features to figure out which features are right for your organization.

April 27: Preview release notes are available

All release notes become available. Head to Salesforce Help to scan and review the new release notes.

May 5: Sandbox cut-off date

Utilizing a sandbox environment can help you get early access to new features before your scheduled production upgrade. You must have an active sandbox environment before May 5, 2022.

May 6: Salesforce Summer ’22 release site is live

The release site becomes live! Trailhead modules are also available to quickly learn new features.

May 20: First release weekend

Salesforce and a small number of customers will be upgraded.

May 20 to May 27: Release readiness live broadcast

Salesforce admins and developers kick off the Summer ’22 release with their favorite features from the release. The Salesforce team will discuss and demo new features around this time.

June 3: Second release weekend

Another wave of Salesforce instances gets upgraded. Salesforce’s Trust page has the information on the timing of your upgrade.

June 10-11: Final release weekend

All remaining Salesforce instances will be upgraded on these dates.

To show the date of the Salesforce Summer ’22 release reaching your org, visit Salesforce Trust and click on your instance name and click “Maintenance”. If you don’t know your instance, go to your company information within setup in your Salesforce org.

About Corrao Group 

For over 20 years 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, we understand how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects.

If you are interested in learning more about how we can help your company, read our reviews on G2 or contact us today!

Sources:

Don’t Miss These Key Dates: Summer ’22 Sandbox Preview

 

Salesforce Spring ’22 Release Notes Highlights

Estimated 4 min. read

The Salesforce Spring ’22 release notes are here! As we do every release, we have read through the release notes and highlighted our favorite new updates and enhancements. Depending on your instance, the Spring ’22 Release Notes are scheduled to go live on January 14/15, February 4th/5th, and February 11th/12th. In this blog, we highlight new features for Consumer Goods Cloud, Sales Cloud, Pardot, and Service Cloud. It’s important to note that most of these newly released features are only available in Salesforce Lightning and not Classic. If you haven’t already, check out our blog on the Salesforce Winter ’22 Release Notes.

Consumer Goods Cloud 

Scheduled Visits to the Right Stores at the Right Time

    • With Einstein Visit Recommendation, you can keep your products front and center to keep your store managers satisfied. Sales Managers can select a group of stores and receive recommendations on which ones to visit and when. Based on the recommendations, they can ensure their most valuable stores receive immediate attention.

Optimize Visit Frequency to Improve Store Sales

    • Help your sales managers determine how often to visit stores. Improve your strategy for store visits with optimal visit frequency recommendations to help generate more revenue for your company. You can create your smart visit story to optimize store visits by field reps with insights that identify the right selling tasks for them.

Ensure Timely Deliveries to Stores with Delivery Tasks

    • When sales managers see all of their region’s orders, they can prioritize orders so that the highest selling stores are restocked and supplied first. Sales managers can create and assign delivery tasks to drivers, who can view the tasks on their mobile devices.

Visit Execution: Enhanced Flexibility and Improved Productivity

    • Sales managers can now create custom tasks with the standard Consumer Goods objects. Field reps can become more productive to take charge of their day and capture more during store visits.

Build Stronger Relationships with Partners Through Communities

    • Consumer Goods objects are now available in Salesforce Communities. You can utilize these objects to create a portal for your store contacts, consumers, and partners.

Enjoy More Accessibility on the Go

    • Sales Managers can now edit store details, create promotions and visits, and perform other actives from their mobile devices.

Sales Cloud 

Revenue Intelligence

    • Sales teams can achieve sales targets, grow sales pipelines, and ensure forecast accuracy like never before. Revenue Intelligence is a data-driven sales solution that combines Tableau CRM dashboards and analytics with pipeline Inspections.

Pipeline Inspection

    • Get AI-powered insights into every opportunity’s progress, engagement status, and activity details.

Einstein Conversation Insights

    • Einstein Conversation insights now include transcripts for video and voice calls. Users can now receive custom coaching recommendations related to their customer’s conversations.

Integration with Google

    • Engagement data includes soft and hard bounces, replies, and out-of-office replies for each recipient of an email sent from the Gmail integration with inbox.

Integration with Microsoft

    • Sales reps who meet with customers using Microsoft teams can pin and access Salesforce records and Salesforce Meetings during the video meeting.

Pardot 

Marketing Assets

    • Customize your enhanced landing pages with custom redirects for retired pages, form styles, and more. Easily build email templates in Lightning for sales reps to use in Salesforce Engage emails. In addition, try out the Slack connector for Pardot (beta feature) to monitor where the Slack completion action is being used on Pardot assets.

Automation

    • Push enhanced emails-now with tracker domain selection-to your automation rules and completion actions. Use Einstein Key Account intelligence to improve your automation.

Pardot Lightning Email Builder

    • Create email templates and emails in a modern, drag and drop builder. Send and resend emails from the Pardot Lightning app, and view individual email performance and aggregated metrics across multiple sends.

Service Cloud 

Channels (Voice)

    • New enhancements to the Voice channel improve the experience for supervisors, agents, and contact center admins. “Enhance the supervisor experience by enabling supervisors to listen in on calls, filtering which queues and skills they see in Omni Supervisor, and giving them access to real-time metrics in Amazon Connect. Get an improved agent experience with org-wide access to voice call recordings and voice call records, and call routing that respects Omni-Channel agent capacity” (Salesforce).

Routing

    • With new Omni Supervisor enhancements, you can manage routing more effectively and efficiently. Manage offline agents in the agents tab, and focus your supervisors on the right queues and skills in the Queues backlog, assigned work, and skills backlog tab.

Einstein for Service

    • You can now include up to 10 fields in your Article Recommendations model. A newly redesigned Bot builder is now more user-friendly.

Incident Management

    • When urgent issues need resolving, Incident Management can help eliminate potential complications before they get worse. Salesforce has out-of-the-box Incident Management page layouts complete with SLA management tools to help right away.

Knowledge

    • Salesforce has made it easier to share knowledge article links that point to the latest updated version. Images can now open to full size to zoom in on crucial details.

If you would like to learn more about the Salesforce Spring ’22 release notes, please visit our Salesforce page and contact us!

About Corrao Group

For over 20 years 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, we understand how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. If you are interested in learning more about how we can help your company, read our reviews on G2 or contact us today!

Sources and Information:

Salesforce Spring ’22 Release Notes

Salesforce Helps The Consumer Goods Industry Drive Digital Transformation

Estimated 2 min. read

The Consumer Goods industry is undergoing a massive digital transformation right now. The lack of digital presence and disconnected supply chains have caused stores to close at a rapid rate these past 2 years. A recent Salesforce report found that 54% of end consumers surveyed prefer to buy online. Add on the effects of COVID-19, and now 87% of shoppers begin their hunt in digital channels – up 71% from last year! The Consumer Goods industry requires a digital and accessible solution from anywhere, allowing you to build smarter and personalized B2B engagements at scale with AI-powered insights. Salesforce’s Consumer Goods Cloud helps improve field execution, account planning, promotions, channel partner relationships, and more.

Exposed Archaic Business Processes

The COVID-19 Pandemic has exposed the archaic “old-fashioned‘ ways of the Consumer Goods Industry. Lack of visibility into supply chains was already an issue before COVID-19, but with the pandemic outbreak, 56% of global retailers reported moderate disruption in their supply chains as a result of COVID-19 whereas 12% reported heavy disruption. Additionally, CG companies face visibility issues into shelf management with the increasingly tough job to keep inventory levels adequate as sales plunge and rise. Using spreadsheets to track key information and data is no longer sustainable. Unreliable and outdated data is when companies start to make bad business decisions, leading to wasted money and time on poor in-store execution. Consumer Goods companies need to understand in real-time how well their products are selling, what’s needed in the physical stores, and which locations need attention from field representatives. Innovative technology along with Artificial Intelligence is helping companies gain a competitive edge to become more data-driven. Salesforce’s Consumer Goods Cloud is helping companies accelerate account and retail growth.

Become Data-Driven With Consumer Goods Cloud

Salesforce’s Consumer Goods Cloud is an intelligent and seamless B2B CRM solution that can fuel alignment and growth from anywhere. With a 360-degree view of your customer, Consumer Goods Cloud allows you to streamline your account relationships and sales activities to optimize every selling opportunity. For field members, Salesforce Maps integrated with Consumer Goods Clouds maximizes your field reps entire day, sending them to locations that need attention first. Salesforce Maps along with Salesforce’s Mobile app optimizes your team to drive performance, reduce downtime with route plans, and enables your reps to sell more with key insights and analytics (Inventory Audits/Promotion Checks) at each store location. In today’s market, a move to Salesforce Consumer Goods Cloud will help your company accelerate growth intelligently, accurately, and effectively. Transform your business with Salesforce Consumer Goods Cloud today!

Stats provided from Salesforce.

If you would like to learn more about Consumer Goods Cloud, please visit our Consumer Goods Cloud page.

About Corrao Group

For over 20 years 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, we understand how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. If you are interested in learning more about how we can help your company, read our reviews on G2 or contact us today!

Celebrating 2 Decades of Corrao Group

Estimated < 1 min. read

In January of 2002, Jack Corrao assembled in his home office in San Diego to begin the Corrao Group. He would build a company based on reinventing how companies operate, communicate, and interact with customers. Coming from two decades in the corporate world, Jack felt that too many data silos and lack of processes inhibited most companies from growing and ultimately provided poor customer satisfaction. The vision was to assemble hands-on experts, in a virtual fashion, that allowed a Work From Home mentality.

Twenty years later, Corrao Group’s employees continue to drive digital transformations for companies of every size and industry. Driven by our core values — Trust, User Adoption, and Giving Back — Corrao Group has helped transform businesses across the United States. On this 20th Anniversary, we want to say thank you to our customers, employees, partners, and Salesforce. We couldn’t have done any of this without you.

Salesforce Partner

If you would like to learn more about Corrao Group, please visit our website!

8 Salesforce Data Cleanup Best Practices

Estimated 2 min. read

According to Salesforce, “Poor quality data costs businesses around $700 billion a year, or 30 percent of the average company’s revenue”. Poor data quality can include missing data, inaccurate data, duplicate data, and more. Bad data management can lead to costly business decisions because of misleading/incorrect data. Inaccurate reports and dashboards, wasted time and money, and a decline in user adoption are all ways bad data can affect your business. We recommend using any downtime to clean your Salesforce data during the holiday season.

8 Salesforce data cleanup ideas Include:

Deleting Data Duplicates

    • Look for and pinpoint duplicate data in your system. Duplicates in your system could include contacts, campaigns, accounts, reports and dashboards, and more. Run a report to identify how many duplicates are in the system. Salesforce Data Loader can help the records be queried and deleted from Salesforce.

Validate Your Data

    • Use this time to ensure all the data in your org is accurate, consistent, and effective. Your company can expect improved business results when employees start inserting high-quality data into Salesforce. Data validation should be a recurring project that can be done yearly or even multiple times per year.

Data Updates

    • Fill in important missing information on your Accounts and Contacts. Fields that could be missing include job title, location, phone number, and more. These pieces of information are critical for your team, and having incorrect or missing data slows the team down.

Data Rules

    • If you do not have rules on data entry into the system, this would be an excellent time to set up best practices for your employees on entering quality data into Salesforce. Data validation rules/requirements can help verify the data your employees are entering are meeting your business standards before the user can save the record.

Campaigns (Outdated and New)

    • Look through your Salesforce campaigns and clean up any duplicates, members who don’t belong in the campaign anymore, close outdated campaigns, and create new campaigns for 2022.

Reports and Dashboards

    • Reports and Dashboards in Salesforce can quickly become obsolete. Any reports or dashboards that are outdated or not in use should be removed from your org.

Pardot Landing Pages

    • Go through your Landing Pages in Pardot to review if there is any outdated content that needs to be updated. If you are not utilizing the landing page anymore, the best practice would be to archive the page to remove it from list views.

Outdated Content

    • Utilize this time to go through all the current content across your social channels. Find out if you need to update any of the data before 2022 arrives. Some of the most popular updates occur on blog posts.

The 2nd largest issue among Salesforce customers is bad data. If you are struggling with Salesforce data issues, schedule a free assessment with us today! We can walk through your system and provide best practices to clean up your Salesforce data.

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, we understand how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. If you are interested in learning more about how we can help your company, read our reviews on G2 or contact us today!

Key Dates for the Salesforce Spring ’22 Release

Estimated 2 min. read

We hope you had a great Thanksgiving! The Salesforce Spring ’22 sandbox preview is coming up in early December. Below are the key dates for Spring ’22 so that you can mark your calendars and prepare.

Depending on your instance, the dates for the Spring ’22 Release are:

    • January 14th/15th, 2022
    • February 4th/5th, 2022
    • February 11th/12th, 2022

Other key dates through the Spring ‘22 Release include:

December 16: Sign up for the pre-release environment

In this test environment, you can try new features to figure out which features are right for your organization.

December 22: Preview Release Notes are available

The release notes become available. Head to Salesforce Help to scan and review the new releases.

January 6th: Sandbox cut-off date

Utilizing a sandbox environment can help you get early access to new features before your scheduled production upgrade. You must have an active sandbox environment before January 6, 2022.

January 7: Spring ’22 Release site is live

The release site becomes live! Trailhead modules are also available to quickly learn new features.

January 14: First Release Weekend

Salesforce and a small number of customers will be upgraded.

February 4 to 11: Release readiness live broadcast

Salesforce’s admin’s and developers kick off the Spring ’22 Release with their favorite features from the release. The Salesforce team will discuss and demo new features.

February 4: Second Release Weekend

Another wave of Salesforce instances gets upgraded. Salesforce’s Trust page has the information on the timing of your upgrade.

February 11 and 12: Final Release Weekend

All remaining Salesforce instances will be upgraded on these dates.

To show the date of the Salesforce Spring ’22 release hitting your org, go over to Salesforce Trust and click on your instance name and click “Maintenance”. If you don’t know your instance, go to your company information within Setup in your Org.

Salesforce Spring '22 Release Timeline

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!

The Salesforce Journey: An 8 Part Blog Series

Estimated 3 min. read

We created an 8-part blog series highlighting the journey for new customers looking to digitally transform their company with Salesforce. Moving to a cloud-based system is a big change for companies working in spreadsheets or homegrown systems every day. Our blog series helps your company make the right decision through every phase of the Salesforce journey. In order below are the 8 blogs with a short description and a link to each blog. Feel free to reach out to us if you see any area where we can assist.

It’s Time to Reevaluate Your Tech Stack

The days of tracking leads and customers in spreadsheets are gone. As a business owner, moving to a cloud-based system from spreadsheets or old proprietary systems may bring some fears and doubts. However, cloud-based systems allow for companies to have more connectivity and accessibility, increased collaboration, and improved efficiency. With a centralized location for all your data, your entire company can track and keep up with your customer’s entire journey.

Support Work From Anywhere

After your company has decided to move to a cloud-based system, it’s time to develop a new culture for your staff. You should have 3-5 KPIs that you are tracking year in and year out to measure performance and ROI. Additionally, during this time period, your staff should be documenting all their business processes. A CRM system alone will not magically streamline your business processes from the start. Being able to define your entire Business Process Optimization (BPOs) on paper is critical.

Selecting and Implementing Your CRM

The 2020 pandemic accelerated the future of work as the work-from-anywhere mentality has to be considered when deploying a new CRM. Having a CRM that is flexible to digital workflow changes will be critical for your business’s success. Through our 13 years of experience, we have found that Salesforce is the clear leader among CRM platforms.

Why You Need a Salesforce Implementation Partner

Companies typically face three significant obstacles when implementing Salesforce: implementation, adoption, and platform capabilities. The sheer scope of a Salesforce implementation is tremendous. Rushing through an implementation or using “quickstart” templates as a baseline foundation will come back to cause mid to long-term scalability and poor user adoption issues. We’ve found that the best way to maximize your Salesforce investment is with an experienced Salesforce partner.

Choosing a Suitable Sequence of Salesforce Implementation Phases

Salesforce is best implemented in phases, setting up and training users from each department. Doing so helps boost user adoption and allows for the correct transfer of business processes into Salesforce. Ensuring each department is set up on Salesforce before moving onto the next department is key to a successful implementation.

Planning Your Budget and Time for a Salesforce Implementation

The amount of budget and time you will need to allocate will vary depending on your Salesforce requirements. An excellent consulting partner will spend time upfront to walk you through your time and budgeting needs. Spending quality time with a consultant to detail out a phased approach will help you maximize your Salesforce investment.

7 Salesforce Implementation Risks to Avoid

Through our experience of over 2,150+ projects, we’ve identified 7 key Salesforce implementation risks. Take a look at the 7 most common pitfalls that costs companies thousands of dollars.

3 Best Practices to Ensure Salesforce Adoption

Salesforce adoption is not an easy task to deal with. Without successful user adoption, your employees will struggle to use Salesforce to its full capacity. Obtaining executive buy-in, knowing your-end users, and continuous training will help your company achieve Salesforce adoption.

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!

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!