SlideShare a Scribd company logo
We would like to begin by
acknowledging the Traditional
Owners of the land on which
we meet today, the Gadigal
people of the Eora Nation,
and recognise their
continuing connection to
land, waters and culture.
We pay our respects to Elders
past and present.
Artwork: ‘Bring Country Together’ Riki Salam
Budyeri kamaru
Cam Clarkson
Sydney Community Group Co-Lead
Mia Pacey
Sydney Community Group Co-Lead
Simon Gascoigne
Sydney Community Group Co-Lead
Thank You For Being Here!
Alice Hodgson
TrainTheCrowd
Managing Director
Rise of
user
adoption
technology How Digital Adoption Platforms
are changing the way we
approach user adoption
Presented by TrainTheCrowd / May
2023
Welcome &
introductions
Alice
Hodgson
Managing Director
TrainTheCrow
d
Stacey Swanton
Business Development
Manager
TrainTheCrow
d
Karen Lam
Engagement
Manager
TrainTheCrow
d
What is
digital
adoption?
DATA-DRIVEN
DECISION
MAKING
Why is digital adoption important?
EMPLOYEE
EMPOWERMENT
AGILITY &
ADAPTABILITY
COST
REDUCTION
EFFICIENCY &
PRODUCTIVITY
COMPETITIVE
ADVANTAGE
POOR
SUPPOR
T
LESS
ENGAGE
D
POOR
TRAININ
G
CHANGE
RESISTAN
T
What are the main challenges?
IT’S
COMPLICATE
D
APPLICATIO
N
OVERLOAD
What is a Digital
Adoption
Platform (DAP)?
Benefits
Adapts to
org
structure
Streamline
new
feature
rollouts
Speed up
user
onboarding
Accelerate user
adoption
Functionality
Analytics & Insights
Investigate user
behaviour
Guide & Engage
Implement solutions to
minimise
barriers to adoption
Top Digital Adoption Platforms
Congratulations!
I am happy to share your new position as
Salesforce Administrator at
TheRocketCrowd
TheRocketCrow
d
Assignment
#1
TheRocketCrowd
Scenario
TheRocketCrowd has introduced a new ‘Case’ record type to
capture issues/feedback related to the quality of customer service.
Requirements
To get support workers using the new case record type, you need
to:
• Communicate to let users know there is a new record type
• Educate users on how it should be used as part of the case
process
• Provide users with access to ongoing support
Assignment #1:
Introduce new record
type
Salesforce In-App Guidance
Communicate
Prompts
Educate
Walkthroughs, Prompts,
Learning
paths, Guidance center
Support
Help
menu
Demonstration
Things to consider with in-app
guidance
500 prompts
500 walkthroughs
(3 active at a
time)
30 links
in Help Menu
AppExchange
Dashboards
Assignment
#2
TheRocketCrowd
Scenario
The sales team is not entering enough
opportunities.
Requirement
Determine why this is happening, for example:
• Do we need a new sales team?
• Have the market conditions changed?
• Is there an issue with our system/process?
Assignment #2
Identify the
problem
Tracking user behaviour
Product
Analytics
HEART
Analytics
Insight
s
Whatfix Product Analytics
Are people completing
the process?
User Actions
How are people
using it?
User Journeys
Which users are
struggling?
Funnel Insights + Cohorts
Whatfix User Journey Insights
Whatfix Funnel Insights
Whatfix Cohorts
Assignment
#3
TheRocketCrowd
Scenario
You have identified a group of users who are dropping off after clicking
‘New’
opportunity and want to provide them with additional support.
Requirement
Provide help on the opportunity page as follows:
• Communicate to let users know there is help available
• Educate users on how to complete the fields on an opportunity
• Provide users with access to ongoing support
Assignment #3
Solve the
problem
Whatfix Digital Adoption Platform
Communicate
Popup
Educate
Flow, Tool tip,
Beacon, Auto pre-fill,
Task list
Support
Self-help
menu
Demonstration
Pricing
T&C
1. Minimum 500
users
2. Annual contract
Solution AUD user/mth/app
Product Analytics $2
Digital Adoption Platform $6
Free trial
14-day trial
Details
• Product Analytics
• Code: TTC FREE TRIAL
• Email info@trainthecrowd.com by 30 June 2023
Webinar
Learn more about
Whatfix Product Analytics
22 June 2023 @ 1:30 PM
bit.ly/webinar-whatfix
Key takeaways
Support
Provide access
to
on-going help
Communicate
Alert users to
system
enhancements
Educate
Upskill team on how
to
complete processes
Analyse
Understand user
behaviour
Thank you
Stacey Swanton
stacey.swanton@trainthecrowd.co
m
Karen Lam
karen.lam@trainthecrowd.co
m
Alice Hodgson
alice.hodgson@trainthecrowd.co
m
Test your
knowledg
e www.kahoot.i
t
Boosting Salesforce User Adoption.pptx
Boosting Salesforce User Adoption.pptx
Boosting Salesforce User Adoption.pptx

More Related Content

Similar to Boosting Salesforce User Adoption.pptx

Support your project online and socially workshop
Support your project online and socially workshopSupport your project online and socially workshop
Support your project online and socially workshop
Courtney Ireland
 
Measuring Results And Demonstrating Value.V1
Measuring Results And Demonstrating Value.V1Measuring Results And Demonstrating Value.V1
Measuring Results And Demonstrating Value.V1
TechSoup Canada
 
COSMIC Annual Report 2009
COSMIC Annual Report 2009COSMIC Annual Report 2009
COSMIC Annual Report 2009
Julie Hawker
 
TPP Finance Seminar 2019 - Embracing Digital Change
TPP Finance Seminar 2019 -  Embracing Digital ChangeTPP Finance Seminar 2019 -  Embracing Digital Change
TPP Finance Seminar 2019 - Embracing Digital Change
TPP Recruitment
 
How understanding the social era can help your business
How understanding the social era can help your businessHow understanding the social era can help your business
How understanding the social era can help your businessEric Swain
 
What Is Digital Transformation and How Can Nonprofits Benefit?
What Is Digital Transformation and How Can Nonprofits Benefit?What Is Digital Transformation and How Can Nonprofits Benefit?
What Is Digital Transformation and How Can Nonprofits Benefit?
TechSoup
 
Digital Disruption Finance Melb Nov 18th 2015
Digital Disruption Finance Melb Nov 18th 2015Digital Disruption Finance Melb Nov 18th 2015
Digital Disruption Finance Melb Nov 18th 2015Coding Workshops for Kids
 
User experience (UX) matters - EventIt Learning Zone 2016
User experience (UX) matters - EventIt Learning Zone 2016User experience (UX) matters - EventIt Learning Zone 2016
User experience (UX) matters - EventIt Learning Zone 2016
Border Crossing UX
 
Digital Transformation 2018 - Edinburgh
Digital Transformation 2018 - EdinburghDigital Transformation 2018 - Edinburgh
Digital Transformation 2018 - Edinburgh
Ray Bugg
 
Ask The Experts Panel [SSPA Santa Clara, May 2008]
Ask The Experts Panel [SSPA Santa Clara, May 2008]Ask The Experts Panel [SSPA Santa Clara, May 2008]
Ask The Experts Panel [SSPA Santa Clara, May 2008]
InQuira Marketing
 
Annual Report 2007
Annual Report 2007Annual Report 2007
Annual Report 2007
Julie Hawker
 
Digital Transformation: What it is and how to get there
Digital Transformation: What it is and how to get thereDigital Transformation: What it is and how to get there
Digital Transformation: What it is and how to get there
Econsultancy
 
Social and Digital Service Excellence - PACE Association
Social and Digital Service Excellence - PACE Association Social and Digital Service Excellence - PACE Association
Social and Digital Service Excellence - PACE Association
Michael Pace
 
Company profile
Company profileCompany profile
Company profile
Ramesh Ankathi
 
2017March-Future of Artificaial Intelligence in IT
2017March-Future of Artificaial Intelligence in IT2017March-Future of Artificaial Intelligence in IT
2017March-Future of Artificaial Intelligence in IT
San Francisco Bay Area
 
Digital Transformation - Perth 15/11/13
Digital Transformation - Perth 15/11/13Digital Transformation - Perth 15/11/13
Digital Transformation - Perth 15/11/13Precedent
 
Digital governance framework overview v1.2
Digital governance framework overview v1.2Digital governance framework overview v1.2
Digital governance framework overview v1.2
Owen McLaughlin
 
Tap Chapters as a Member Engagement Channel
Tap Chapters as a Member Engagement ChannelTap Chapters as a Member Engagement Channel
Tap Chapters as a Member Engagement Channel
Billhighway
 
Closing the CX Gap: Moving Towards 'Response Agility'
Closing the CX Gap: Moving Towards 'Response Agility'Closing the CX Gap: Moving Towards 'Response Agility'
Closing the CX Gap: Moving Towards 'Response Agility'
Acquia
 

Similar to Boosting Salesforce User Adoption.pptx (20)

Support your project online and socially workshop
Support your project online and socially workshopSupport your project online and socially workshop
Support your project online and socially workshop
 
Measuring Results And Demonstrating Value.V1
Measuring Results And Demonstrating Value.V1Measuring Results And Demonstrating Value.V1
Measuring Results And Demonstrating Value.V1
 
COSMIC Annual Report 2009
COSMIC Annual Report 2009COSMIC Annual Report 2009
COSMIC Annual Report 2009
 
TPP Finance Seminar 2019 - Embracing Digital Change
TPP Finance Seminar 2019 -  Embracing Digital ChangeTPP Finance Seminar 2019 -  Embracing Digital Change
TPP Finance Seminar 2019 - Embracing Digital Change
 
How understanding the social era can help your business
How understanding the social era can help your businessHow understanding the social era can help your business
How understanding the social era can help your business
 
What Is Digital Transformation and How Can Nonprofits Benefit?
What Is Digital Transformation and How Can Nonprofits Benefit?What Is Digital Transformation and How Can Nonprofits Benefit?
What Is Digital Transformation and How Can Nonprofits Benefit?
 
Digital Disruption Finance Melb Nov 18th 2015
Digital Disruption Finance Melb Nov 18th 2015Digital Disruption Finance Melb Nov 18th 2015
Digital Disruption Finance Melb Nov 18th 2015
 
User experience (UX) matters - EventIt Learning Zone 2016
User experience (UX) matters - EventIt Learning Zone 2016User experience (UX) matters - EventIt Learning Zone 2016
User experience (UX) matters - EventIt Learning Zone 2016
 
Digital Transformation 2018 - Edinburgh
Digital Transformation 2018 - EdinburghDigital Transformation 2018 - Edinburgh
Digital Transformation 2018 - Edinburgh
 
Ask The Experts Panel [SSPA Santa Clara, May 2008]
Ask The Experts Panel [SSPA Santa Clara, May 2008]Ask The Experts Panel [SSPA Santa Clara, May 2008]
Ask The Experts Panel [SSPA Santa Clara, May 2008]
 
Annual Report 2007
Annual Report 2007Annual Report 2007
Annual Report 2007
 
Digital Transformation: What it is and how to get there
Digital Transformation: What it is and how to get thereDigital Transformation: What it is and how to get there
Digital Transformation: What it is and how to get there
 
Social and Digital Service Excellence - PACE Association
Social and Digital Service Excellence - PACE Association Social and Digital Service Excellence - PACE Association
Social and Digital Service Excellence - PACE Association
 
Company profile
Company profileCompany profile
Company profile
 
2017March-Future of Artificaial Intelligence in IT
2017March-Future of Artificaial Intelligence in IT2017March-Future of Artificaial Intelligence in IT
2017March-Future of Artificaial Intelligence in IT
 
Digital Transformation - Perth 15/11/13
Digital Transformation - Perth 15/11/13Digital Transformation - Perth 15/11/13
Digital Transformation - Perth 15/11/13
 
Digital governance framework overview v1.2
Digital governance framework overview v1.2Digital governance framework overview v1.2
Digital governance framework overview v1.2
 
Badgeville chi
Badgeville chiBadgeville chi
Badgeville chi
 
Tap Chapters as a Member Engagement Channel
Tap Chapters as a Member Engagement ChannelTap Chapters as a Member Engagement Channel
Tap Chapters as a Member Engagement Channel
 
Closing the CX Gap: Moving Towards 'Response Agility'
Closing the CX Gap: Moving Towards 'Response Agility'Closing the CX Gap: Moving Towards 'Response Agility'
Closing the CX Gap: Moving Towards 'Response Agility'
 

Recently uploaded

How Recreation Management Software Can Streamline Your Operations.pptx
How Recreation Management Software Can Streamline Your Operations.pptxHow Recreation Management Software Can Streamline Your Operations.pptx
How Recreation Management Software Can Streamline Your Operations.pptx
wottaspaceseo
 
Enhancing Research Orchestration Capabilities at ORNL.pdf
Enhancing Research Orchestration Capabilities at ORNL.pdfEnhancing Research Orchestration Capabilities at ORNL.pdf
Enhancing Research Orchestration Capabilities at ORNL.pdf
Globus
 
Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024
Globus
 
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...
Juraj Vysvader
 
Understanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSageUnderstanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSage
Globus
 
Providing Globus Services to Users of JASMIN for Environmental Data Analysis
Providing Globus Services to Users of JASMIN for Environmental Data AnalysisProviding Globus Services to Users of JASMIN for Environmental Data Analysis
Providing Globus Services to Users of JASMIN for Environmental Data Analysis
Globus
 
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Globus
 
Accelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with PlatformlessAccelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with Platformless
WSO2
 
Into the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdfInto the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdf
Ortus Solutions, Corp
 
Enterprise Resource Planning System in Telangana
Enterprise Resource Planning System in TelanganaEnterprise Resource Planning System in Telangana
Enterprise Resource Planning System in Telangana
NYGGS Automation Suite
 
2024 RoOUG Security model for the cloud.pptx
2024 RoOUG Security model for the cloud.pptx2024 RoOUG Security model for the cloud.pptx
2024 RoOUG Security model for the cloud.pptx
Georgi Kodinov
 
Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus
 
A Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of PassageA Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of Passage
Philip Schwarz
 
SOCRadar Research Team: Latest Activities of IntelBroker
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar Research Team: Latest Activities of IntelBroker
SOCRadar Research Team: Latest Activities of IntelBroker
SOCRadar
 
Orion Context Broker introduction 20240604
Orion Context Broker introduction 20240604Orion Context Broker introduction 20240604
Orion Context Broker introduction 20240604
Fermin Galan
 
Quarkus Hidden and Forbidden Extensions
Quarkus Hidden and Forbidden ExtensionsQuarkus Hidden and Forbidden Extensions
Quarkus Hidden and Forbidden Extensions
Max Andersen
 
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...
Mind IT Systems
 
BoxLang: Review our Visionary Licenses of 2024
BoxLang: Review our Visionary Licenses of 2024BoxLang: Review our Visionary Licenses of 2024
BoxLang: Review our Visionary Licenses of 2024
Ortus Solutions, Corp
 
Navigating the Metaverse: A Journey into Virtual Evolution"
Navigating the Metaverse: A Journey into Virtual Evolution"Navigating the Metaverse: A Journey into Virtual Evolution"
Navigating the Metaverse: A Journey into Virtual Evolution"
Donna Lenk
 
GlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote sessionGlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote session
Globus
 

Recently uploaded (20)

How Recreation Management Software Can Streamline Your Operations.pptx
How Recreation Management Software Can Streamline Your Operations.pptxHow Recreation Management Software Can Streamline Your Operations.pptx
How Recreation Management Software Can Streamline Your Operations.pptx
 
Enhancing Research Orchestration Capabilities at ORNL.pdf
Enhancing Research Orchestration Capabilities at ORNL.pdfEnhancing Research Orchestration Capabilities at ORNL.pdf
Enhancing Research Orchestration Capabilities at ORNL.pdf
 
Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024
 
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...
 
Understanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSageUnderstanding Globus Data Transfers with NetSage
Understanding Globus Data Transfers with NetSage
 
Providing Globus Services to Users of JASMIN for Environmental Data Analysis
Providing Globus Services to Users of JASMIN for Environmental Data AnalysisProviding Globus Services to Users of JASMIN for Environmental Data Analysis
Providing Globus Services to Users of JASMIN for Environmental Data Analysis
 
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
 
Accelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with PlatformlessAccelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with Platformless
 
Into the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdfInto the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdf
 
Enterprise Resource Planning System in Telangana
Enterprise Resource Planning System in TelanganaEnterprise Resource Planning System in Telangana
Enterprise Resource Planning System in Telangana
 
2024 RoOUG Security model for the cloud.pptx
2024 RoOUG Security model for the cloud.pptx2024 RoOUG Security model for the cloud.pptx
2024 RoOUG Security model for the cloud.pptx
 
Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024
 
A Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of PassageA Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of Passage
 
SOCRadar Research Team: Latest Activities of IntelBroker
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar Research Team: Latest Activities of IntelBroker
SOCRadar Research Team: Latest Activities of IntelBroker
 
Orion Context Broker introduction 20240604
Orion Context Broker introduction 20240604Orion Context Broker introduction 20240604
Orion Context Broker introduction 20240604
 
Quarkus Hidden and Forbidden Extensions
Quarkus Hidden and Forbidden ExtensionsQuarkus Hidden and Forbidden Extensions
Quarkus Hidden and Forbidden Extensions
 
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...
 
BoxLang: Review our Visionary Licenses of 2024
BoxLang: Review our Visionary Licenses of 2024BoxLang: Review our Visionary Licenses of 2024
BoxLang: Review our Visionary Licenses of 2024
 
Navigating the Metaverse: A Journey into Virtual Evolution"
Navigating the Metaverse: A Journey into Virtual Evolution"Navigating the Metaverse: A Journey into Virtual Evolution"
Navigating the Metaverse: A Journey into Virtual Evolution"
 
GlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote sessionGlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote session
 

Boosting Salesforce User Adoption.pptx