5 Ways to Improve Salesforce User Adoption

If you build it, they will come…

Or will they?

This is probably one of the biggest mistakes made when it comes to rolling out Salesforce. Folks seem to think they can simply “open the box” and turn it on.

Then poof!

Suddenly everything will work perfectly, sales reps will enter their data, and insights will magically abound.

You and I both know that’s not how it works in real life.

Getting buy-in from your team to use Salesforce requires a lot more work, both from you as an ops leader and from your leadership team as well. It’s never a one-and-done scenario.

If you’ve ever struggled with getting reps to log their data or if you’re looking to drive improved user adoption of your CRM right now, my friends at InsightSquared recently let me share my thoughts on the topic: 5 Ways to To Improve CRM Adoption.

What else would you add to the list? Drop me a note in the comments!

One thought on “5 Ways to Improve Salesforce User Adoption

  1. This is an issue with almost every prospect with speak with – “I’d have more time to focus on selling if I didn’t have to enter all this data into Salesforce.”

    Well, how do you capture data in excel or power point? Wouldn’t you find value in reporting on that data and visualizing it in dashboards? Wouldn’t you rather have reps not doing duplicate entry and extra admin time? If you need a rep to complete a task, wouldn’t you find value in knowing when that task is completed instead of exchanging emails?

    Salesforce is an incredibly powerful tool when leveraged correctly. It should be seen as a place of collaboration and growth, not an administrative tool. Enjoyed the blog Stefanie!

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