5 Strategies to Master Salesforce User Adoption: Pre-Launch

An efficient CRM system automates most of the processes through the customer life cycle. It helps retain the customer’s trust in every stage of their journey with the company.

Salesforce makes the bulky tasks of account-keeping, follow-up, sales management, and customer feedback easy. The more cohesively a company and its employees adopt Salesforce, the more benefits they can reap.

Regardless of the size of the organization, achieving user adoption can be difficult. It’s a natural tendency of us humans to resist change.

One might feel the urge to revert to the previous systems, given that it’s a known variable and will feel more comfortable. The technical competency of each employee can also create adoption resistance.

Hence, better Salesforce user adoption and implementation can be achieved only with the most suitable adoption strategies.

Here are 5 Strategies to Master Salesforce User Adoption before you Launch

If you think Salesforce is the solution to all your problems, low adoption may help you surrender that belief.

Salesforce is always improving, so revamping your CRM is always worth it, but only if you keep the ultimate objective in your mind.

Be clear about your ultimate goal from Salesforce

Your Salesforce User Adoption vision should include every workflow, and procedure of your team and your business. This has to be considered strictly before the adoption and implementation of Salesforce.

  • Design before you build
  • Incorporate feedback from all users on actual cases
  • Prioritize to a “minimum viable product”
  • Then confirm with stakeholders

Technological transitions take time to build, but they also take time to be accepted. Given the workload each stakeholder does daily, staying motivated can be a challenge.

  • Explain the vision for “why” this will help
  • Explain it again
  • Involve Executives, Sales, and RevOps Leadership to share and carry the vision
  • Gamify Adoption – build in a reward system that encourages user adoption

Don’t forget to check out: Strategies To Increase User Adoption For Salesforce

Digital transformations in Salesforce are, no doubt, tricky. Relying solely on your busy team to both maintain your current workload and create a meaningful digital transformation can be risky.

  • Gain the outside perspective of Salesforce consultant on what’s possible with your new Salesforce
  • Offload the heavy lifting to keep your team from being overwhelmed
  • Upskill your current team with side-by-side design and development work
  • Meet your budget and deadlines

The last thing you want is for your most technical people to lead training on new systems. You need to involve the Enablement teams in this. Salesforce user adoption will all be centered around how people “feel” about the new process. So, make sure that the team that’s designed to motivate and educate (Enablement) carries the ball on this.

Another approach is called – “Train-the-trainer” where you train selected employees who can better understand the technical complexities. Such power-user employees will teach their subordinates and help them get better.

Although these approaches can take a lot of time, if your teams don’t adopt the technology and revert to old ways, you’ve wasted time and money.

dont miss out iconCheck out another amazing blog by Bolt Today here: Best Salesforce CPQ Implementation Practices to Follow

Making heavy investments in Salesforce Implementation Services is in vain if the employees don’t update the data proactively. To make good use of Salesforce, leaders need to be very particular about the data they expect the employee to update. It is important that the users who use Salesforce, feed data into it regularly.

Salesforce, as analysis software, will only show results when accurate data is updated in it.

Here, the Salesforce Lab’s Data Analysis has your back! Low quality of data and log-in rates are the major setbacks in getting the desired results from Salesforce. This analysis feature lets the managers and leaders know the log-in rates and the quality of data the sales representatives enter daily.

With its world-class data algorithm, it provides you with inadequacies in your data. This can help the employees understand the actual problems, solve them, and get better at them every day.



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