Tracking Adoption with Salesforce Reports

How often is my team logging into Salesforce? Are they entering data correctly? How many records are Users creating? All these questions can be answered using Adoption Reports. By creating specific Adoption reports, Managers ensure Users are using the tool, maintaining data integrity, and getting the most out of Salesforce. Managers can customize Adoption reports to fit their needs. Below are ideas surrounding user logins and data entry to review when building Adoption Reports.

Login frequency is commonly used as an Adoption metric. Managers can set up login reports based on time period or User. Here are some effectives ways to encourage user login:

1. Use Gamification and create a ‘Login Leaderboard’ showing which Users logged in most frequently (or least frequently) within the last month.
2. Managers can use a report to track the number of Users who logged into Salesforce against the number of Active Users to view the percentage User sign-in.

Another way to capture User adoption is to view the amount of data entered in Salesforce. This shows who is actively using Salesforce to manage their day-to-day responsibilities. Here are some ways to measure data being entered into Salesforce.

1. Number of Opportunities Created in the Last Month
2. Number of Opportunities Updated in the Last Week
3. Number of Contacts with Activities This Month
4. Number of Closed Cases in the Last Week
5. Number of Tasks / Events captured for Next Week

Concerning data quality, Mangers must think about crucial types of data (aka fields) to capture within certain Salesforce Objects. Reports can be created to view these key fields that are not being captured in Salesforce records. Another aspect of data quality is confirming data is progressing as projected. Examples of helpful reports when checking for data quality.

1. Cases open longer than 30 days
2. Opportunity Reports by stage which check that certain fields are populated based on the stage in the Sales Cycle. Example: Opportunities in the Discovery Stage and the Decision Maker <> NULL
3. Accounts with Opportunities and no Billing Address

While reports are a great tool manage User Adoption, Managers should not forget the value of training and clear expectation setting. Need specific help with Salesforce Adoption and Training? Drop us a note: Solutions@solvingit.com.