Salesforce User Adoption
Engage IT user adoption & deliver greater business value with ROI
The biggest reason why new initiatives & incredible ideas fail is insufficient planning; poor planning & resistance within the organization- especially the user base. This often results in low user adoption, increased costs & project delays, unmet user needs.
At Mansa Systems we look at following key requirements to ensure that you projects never fail. During our extensive Salesforce consulting experience, we analyzed that following steps can help an organization succeed ,if followed –
1. Executive Sponsorship-
Before initiating any process it is most important that the management clearly understands as buying the benefits of Salesforce CRM. Any organization can expect higher user adoption rates if their senior people know & approve of the benefits of Salesforce CRM. It may be worthwhile including finance people in any preliminary discussions, focusing on the forecasting functionality which is often overlooked.
2. Design & Configuration-
To gain high adoption rates the users have to be happy , so the key to it lies in customization for which salesforce offers Different options-.
- Do it yourself ( best for basic business process)
- Engage with our Custimissation Services
- Install a suitable solution from Appexchange (www.appexchange.com)
3. User Acceptance testing-
UAT is conducted to verify that right solution is being built, also at the same time it ensures that business processes are a part of the solution.
Training is the key to any successful CRM implementation even for smaller businesses.
Once the system has been built & users trained it is advisable to set up some reports & Dashboards to measure user adoption levels.
6. Manage Reporting-
Another way to gain user adoption is to meet with each Sales team manager and show them how to run Sales meetings through Salesforce.
7. Commission & Incentives-
One of the best ways to gain high user adoption levels is to pay commission to Sales Users based on the value of the closed won opportunities in Salesforce. Customize Approval processes & insert avoid misuse & verify each opportunity.
Another great thing about Salesforce.com CRM is their quarterly release cycle, where new functionality is added to the product without any additional cost. It’s worth publicizing internally to all users to create awareness & train them if required. More functional Apps can be developed as per the institutional requirement of the client.
Salesforce, is a Social enterprise CRM that has benefitted organizations world over, irrespective of their size. Success of a CRM is directly proportional to the success of an organization, enhancing their efficiency. For more details on increasing User engagement & adoption model Contact Us or drop a mail at email@example.com