For corporations large and small, Salesforce has become a vital instrument in customer relationship management. Implementation of the often-intricate software, however, is often filled with complications and roadblocks. As a main hindrance to successful implementation of the software, many companies site the lack of guidance employees receive when implementation of the CRM software goes into effect. As a result, employees do not have the right skills and training necessary to effectively and efficiently operate the Salesforce software. Check out these 5 tips on how to increase user adoption on Salesforce!

1. How to Increase
Salesforce User Adoption

2. Challenges of Salesforce User
Adoption
● Over 50% of projects either have cost overruns, do
not meet their schedule, or do not receive half of
their expected benefits (Panorama Consulting study,
2013)
● According to a survey by Merkle Group Inc., 63% of
CRM initiatives fail

3. Why Are These Statistics So
Significant?
● Salesforce tasks and
functions are often
complex and hard to
complete
● Extensive training is
time-consuming,
expensive, and often
largely ineffective

4. Here are Five Areas of Focus for
Increasing Salesforce User Adoption
● Data Migration and Conversion
● Strategic Training
● Rewards and Gamification
● The Power of Collaboration
● Monitoring and Analytics

5. Data Migration and Conversion
● The project manager needs to
carefully plan what data needs to
migrated to Salesforce and how it
will be migrated
● Too much data can be
overwhelming to the user, but not
enough data can limit Salesforce’s
functionality

6. Strategic Training
● Training must extend beyond the
initial training session
● Follow the initial training session
with performance support, which
guides users and helps them
accomplish complex tasks
● WalkMe, for example, provides on-
demand, on-screen guidance to
help employees complete tasks on
Salesforce

7. Rewards and Gamification
● Keeping users engaged and entertained
while learning Salesforce will result in a
more capable and productive workforce
● Rewarding employees during training will
create incentive to follow along with the
training and, as a result, learn more

8. The Power of Collaboration
● Provide employees the
opportunity to give
opinions about the new
program
● Make use of Chatter-
one of the best ways to
increase collaboration
between employees

9. Monitoring and Analytics
● Deploy a monitoring
system to ensure the
software is functioning
properly
● Use analytics to
measure user
performance, trends,
and make forecasts to
predict complications

10. Bringing It All Together
● If used correctly,
Salesforce can be an
indispensable tool for
companies
● Follow these tips to
improve Salesforce
implementation and
user adoption
For more tips and news on
Salesforce, click on the
RainForce logo below or visit
http://rainforce.walkme.com/