Salesforce user adoption is the rate at which your employees are actively logging into and using your company’s Salesforce instance. There are many ways to measure how successful you are in driving adoption, including by timespan, frequency, or specific features that are being used. But Salesforce adoption metrics mean nothing unless you are actually getting people to use Salesforce.
Here are 5 tips to help you increase Salesforce user adoption at your company so you can prove the value of your investment.
1 – Get executive buy-in.
Having support from senior leadership is critical to the success of your Salesforce initiatives. If using Salesforce is pushed from the top-down, people are far more likely to listen. Build your case
so they understand why
your organization is using Salesforce.
Call out specific benefits for each team, such as having one data source that’s used by everyone to ensure efficiency and streamline communication. It’s also helpful to explain your Salesforce user adoption strategy to leadership, especially if they will responsible for their team’s user adoption metrics.
2 – Have a solid training plan.
Develop and follow an onboarding strategy that suits your team’s needs. Some teams may be used to participating in a series of presentations or videos, while others respond better to a train the trainer
approach, which creates knowledgable peers who can help advocate Salesforce user adoption.
Salesforce also offers its own training. By becoming part of the Salesforce ecosystem you can join the Salesforce Community
for answers to specific questions or take Salesforce Trailheads
3 – Use gamification and competitions to get users actively engaged.
Using Salesforce Trailheads is a great way to get your team motivated to learn. Trailheads are online tutorials that walk users through basics, like creating a report, to more advanced topics such as becoming a developer.
Users earn points and badges depending on their module scores and completions. Because it’s all captured in Salesforce, you have the ability to set-up a public leaderboard for categories like finishing the fastest, earning the highest score, etc in Salesforce
and call out weekly winners in Chatter. A little competition can go a long way.
Pro tip: Don’t let all the talk of Admin and Developer training scare you, even they have to start with the beginner modules, which are just as relevant for anyone who needs to learn how to use Salesforce.
4 – Make it a requirement.
“If it’s not in Salesforce, it doesn’t exist,” is a classic mantra for a reason. The more users are expected to do in Salesforce, the more they’ll venture into it, thereby boosting Salesforce user adoption.
Host all frequently used digital content
, manage key accounts
, and share company-wide updates in Chatter. Moving all of these activities that are part of daily selling motions to Salesforce will force users to log in every day.
5 – Implement Salesforce AppExchange Apps.
Salesforce has its own app store with thousands of apps, components, and consulting services available to help you extend the power of Salesforce for your company. Despite all that they have to offer, Salesforce recognizes there are gaps, which is why 88% of customer organizations use AppExchange solutions
With the right AppExchange app or combination of apps that make it easier for users to do their daily job, your Salesforce user adoption will skyrocket.