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Best Practice | 8 min read

5 Strategies to Master Salesforce User Adoption: Post-Launch

Prepared By Jayant Umrani

User adoption of Salesforce is a critical component of success in an organization’s growth. Often facing headwinds from a variety of obstacles, no shortage of dynamics can create resistance to good adoption.

Pre-launch strategies were dealt with in our previous blog, and make the biggest impact on your user adoption. But like all tech enhancements, something will not go to plan. Your post-launch strategy can make or break your Salesforce user adoption.

Here are 5 Strategies to Master Salesforce User Adoption after you Launch

1. Ask for Feedback from the Engaged Users

We resist change to just about anything when we don't feel like we have enough understanding. To get away from this fear, engagement is the key. Gamification and regular check-ins will help the team feel like they can move through change and will remove ambiguity about Salesforce user adoption.

  • Give employees a voice
  • Focus on the positive
  • Cut negative energy off early to avoid long term adoption problems

Interactions with the existing users will build a ready mindset toward Salesforce user adoption. Once your teams realize that they'll be free from repetitive, monotonous work, their confidence in the adoption process will automatically increase.

2. Get Feedback from Leaders

Have discussion sessions daily or twice a week with the executive, sales leadership, and front-line managers. They can make a lot of difference in Salesforce user adoption. Front-line leaders are instrumental in driving the change management of new processes. Their buy-in is essential.

Here, employers can also get weekly feedback or ask the leaders to give suggestions for the improvement they need in the Salesforce dashboards.

To sum up, Salesforce is a great way to boost sales, maintain customer relations, keep track of the data and improve accountability. But only if your team puts enough effort with the support of a Salesforce partner to take it to the next level.

3. Standardize Data Entry Processes

The key to a lasting positive impact is good data. Data input can be a nightmare if required measures are not followed. However, a CRM depends on the appropriate data being reported just at the right time. Missing the mark on this leads to a two-fold issue.

On the one hand, a salesperson who failed to put his client's contact information into the system will be unable to find it the next time. Similarly, the sales manager is provided with inadequate reports and incorrect analytics due to the lack of important data. Being clutter-free and not needing to always keep track of everything are two major perks of adopting Salesforce.

Also read our blog, Why Is It Difficult for a Sales Manager to Have Effective Lead Conversations with Salespeople?

4. Rediscover the Potential for Automation

Inevitably, trade-offs need to be made when planning a Salesforce launch, but the benefit is that you can gain some real clarity on how automation can be integrated post-launch.

By designing policies, creating flows, and integrating Salesforce Einstein AI, you can automate many routine tasks in Salesforce. You can reduce the workload for your employees by demonstrating Salesforce.

For instance, Salesforce allows you to sync information from the email. An AI chatbot can be used to analyze and validate new leads. These are just a few of the many ways that could speed up your Salesforce user adoption. So, your team can focus on closing transactions.

A good Salesforce consultant will help you guide the team on how to sync communication tools like Outlook and Gmail with Salesforce to make a universal inbox with a customer's whole activity history.

5. Utilize AppExchange for Overall Productivity

Salesforce user adoption is driven by better work productivity. The more your team notices patterns of increased work productivity, the more successful the adoption.

Consider selecting 3rd party apps from the AppExchange store to get better work output and productivity. This will make Salesforce adoption more appealing, engaging, and easy to use, therefore increasing the adoption rates.

Salesforce can be integrated with the greatest project management tools, HR systems, customer support software, and more, making it one of your company's ultimate tools for business growth.

Salesforce Implementation comes with a huge investment, hence adopting it to its full potential with the right Salesforce partner is the only option to pick. But poor strategies of Salesforce adoption can hinder implementation, resulting in reduced productivity.

That will happen because the employees won't get support from all the configurations of Salesforce. This can make the huge technology investment go to waste.

If you followed the above way in support of your Salesforce partner, there is a greater chance of achieving Faster Salesforce user adoption with greater profitability and improved ROI.

The Salesforce user adoption issues are always a concern. Once the entire organization adopts Salesforce, one can see the numbers improve effortlessly and quickly.

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