5 Expert Strategies for Salesforce Adoption To Ensure Optimum Return on Investment

(Newswire.net — March 4, 2021) — User adoption can be defined as enabling an internal user to use Salesforce as the in-house enterprise CRM. However, it is not as easy as we said in the description when it comes to the actual practice. Many organizations even try out Salesforce adoption software’s assistance to ensure meeting the user adoption goals at best.

In reality, Salesforce adoption is a time-consuming and nerve-wracking affair that requires some complex strategies. In some adverse cases, a Salesforce adoption drive may even end up as a scary affair to the managers and administrators with a far lower ROI than estimated. However, the brighter side is that successful implementation of Salesforce can increase sales wins by about 25% and the overall sales revenue by 28%. To achieve this goal, here we will discuss some key strategies to follow during Salesforce adoption.

Salesforce adoption strategies for maximum ROI

The impressive ROI figures we discussed above are affected largely by the success or failure of this CRM’s adoption. To ensure the best returns, employees should use Salesforce to its fullest potential. Salesforce is a very powerful and flexible CRM that puts forth a wide range of capabilities. Studies have shown that companies are not even using at least 50% of Salesforce features they pay for. This compromised adoption is draining your investment in this pricey CRM.

The ideal approach to creating an adoption strategy for Salesforce is to start it at the very first point. However, if you are already into it, you must start it right away without delay. The adoption process remains fairly similar even if you are trying to adopt Salesforce newly, working on its implementation, or even if you are on it for years. Here are the expert adoption strategies to follow.

1. Ensure leadership buy-in

If the top enterprise leadership does not fully adopt and support the change, you cannot expect the lower-level users to go for it. So, it is important to buy-in the influential senior-level executives as the primary step in any successful Salesforce adoption strategy. When the leadership turns enthusiastic about Salesforce adoption, being convinced about the benefits it can bring, can take the first step to lead by example. As they start to demonstrate personal interest in using and sharing Salesforce features, the lower-level team members also get motivated to do the same. Leaders can initiate the buy-in by starting their communications in the Chatter, sharing reports enabled by Salesforce analytics, reviewing the Salesforce adoption metrics regularly with the others, and encouraging active users to leverage it fully.

2. Learn from the end-users

The next step in devising a winning Salesforce adoption strategy is to learn from the end-users. By implementing Salesforce, you are empowering them to do their tasks in a better manner than before. For this, you have first to learn why and how they need to use the CRM for doing their jobs more effectively. Before starting with the migration process, talk to the team about their challenges on adopting Salesforce and address them convincingly. The employees need to see how Salesforce brings in solutions for their common everyday problems instead of being yet another tool they are forced to use without any tangible benefits. For example, if you find your sales team getting tied up with the non-sales-related administrative work, tell them how the automation features of Salesforce can eliminate their burden and let them focus more on their core activities.

3. Build a long-term strategy for Salesforce adoption

As Flosum experts point out, implementing Salesforce is usually a time-taking process. Based on your organizational size, it may take three months to more than a year to complete this featured CRM’s successful implementation. So, you may not make a mistake by abandoning the users immediately after migration. Adoption of Salesforce may require ongoing efforts, and training efforts may also not bring immediate success. You have to review how it works and then plan persistently by readjusting your game plans from time to time. You may also try to use some standard management practices and planning templates to analyze and track salesforce adoption efforts. Try to map your different training methods to review how you may further ease the transition process by setting milestones and keep an eye on the progress of the migration and user adoption.

4. Set priorities and work systematically

The users cannot instantly master all the Salesforce features right at the beginning. Do not overstrain them by creating all-inclusive training. Try to break these into easy-to-digest segments by setting priorities for the most important ones first. Start by equipping the users with the basic knowledge of the platform regarding how to create and handle individual accounts and navigate through their home page menus. Next, you can go ahead with training based on what each user needs to do as their daily routine on the platform. Map each training segment before you start with the implementation process. Also, feel free to add the follow-up training processed throughout the transformation phase. Make it an ongoing process until the users fully comprehend the subject matter.

5. Track the performance

Even if you have the best strategies for Salesforce training and adoption, it does not mean that all the users will adopt Salesforce effectively. To achieve the desired ROI, you need to go a step beyond just counting on the actions and track the results of the actions. For example, in the case of a sales course, rather than just counting the number of calls, you need to take a deeper look into the average time spent on each call, and which types of calls lead to a successful closure. Once you start to track the performance deeply and dig into each user-centered action’s details, you will start to identify the patterns and behaviors that lead to successes and what ends in missed opportunities.

Remember, achieving the optimum adoption rates and ROI is a tedious and time-taking process but is not incredibly labor-intensive. You need to plan it perfectly and implement one-step-at-a-time to succeed over time.

Author’s Bio:

Walter Moore has been working on the importance of social media in marketing and digital transformations. His research has helped thousands of users and brands with marketing campaigns.