Salesforce is a very powerful tool that many companies, including ours, use today. But even with its simplified capabilities, user adoption continues to be one of the main issues associated with it. Some blame the system configuration; others might prefer to not change up their typical routine. From my initial experience with Salesforce adoption, users must be trained constantly and consistently reminded of its importance. Here are 4 methods that have worked well, in recent experience:
- The first (and in my opinion, the easiest) method is to keep a positive attitude towards the system. If leadership does not like Salesforce and speaks poorly about it, then you can probably assume that everyone under them is feeling the same way, because they were trained that way.
- In order to keep the system as simple as possible, you should strive to have fewer clicks to enter in data. Configure your system to mimic your workflow so that users will not have to go back and forth to enter in data. This simplifies your process to avoid employees getting frustrated and entering in the wrong information, or completely giving up altogether. Which can lead to a separate issue, data integrity.
- There is an abundance of data being entered into the system at all times. It is of the utmost importance to ensure that the data going in is CLEAN data. Being conscious about data entry can help avoid duplicate records, bad/incorrect data, and much more. It is important to reiterate this to users. Bad data going in equals bad data going out.
- And lastly, training, training, training! Adopting Salesforce is a long process. There should be initial training, as well as follow up training throughout to ensure constant learning. The training should encompass the system’s functionality, as well as how to use it in their everyday situations. After using the system for a few weeks, there will definitely be many questions regarding specific parts as well as different situations, so it is extremely important to have those follow up sessions.
These methods have helped, and continue to help our company fully adopt Salesforce. The adoption process is ongoing and full of learning obstacles. If you are going to invest in Salesforce, you must also invest time in training methods to help ensure productivity and consistency.