User Adoption: The Daily Struggle

How to increase User Adoption of your CRM platform? Remember everyone struggles with this regardless of what industry they are in or what platform they choose.


The biggest struggle any company with a CRM platform has is boosting and maintaining User Adoption. However long it has been since you implemented your CRM platform user adoption will always be an issue. With a platform like Salesforce it can be a daily struggle for any Administrator to keep User Adoption up since they regularly upgrade Salesforce 3 times a year. Some releases are bug fixes but majority of them introduce new services or products and as well as upgrading and improving current ones. With a company like Salesforce that regularly upgrades and fixes their own instances for all of their customers at once Admins for smaller companies may struggle to keep their users up to date. Not every user is tech savvy or a quick study.

I find that as an Administrator I struggle with keeping up user morale and convincing my users that Salesforce is a good system. It gives you a 360 view of your customer relationship regardless of what industry you are in. How do you convince a group of users that a system like Salesforce is worth investing their time and energy in? Salesforce is good for making things simple. I find as an administrator it’s my job to translate the complexity of the system into simple easy to understand steps. Training, training and more training is what will boost user adoption. A companies Salesforce team cannot expect that once they train their users that the buck ends there. Most companies have multiple programs to run their businesses and not everyone will remember what was trained during their initial days on the job. Refresher training is a must! Small power sessions I find are the most useful. When you get a couple of users from different departments together in a mini session you get better feedback.

I also believe it is the Administrators job to not only know the system inside and out but they should know their business. You can expect your users to get the most out of their CRM system as it stands out of the box. It has to be molded to their industry, to their business styles and processes built to make the users jobs easier and more efficient. An administrator and developer cannot expect a company to get the most out of their platform if they lack the business knowledge to translate their needs to the system. If those in charge of a platform do not understand their users how can they expect their users to understand their system?

Salesforce has quite a few tools to help boost user adoption. They suggest metrics to help boost adoption by reporting and measuring who is actually logging into the system and using it. I find that the rewards and badges they have created under Chatter works wonders. My company boosts different locations so not all employees work face to face. We find that Chatter allows us to connect socially and professionally. We share company events and good news via chatter but we also reward each other for jobs well done. This has boosted morale across the board as well as adoption. As users get better acquainted with Chatter and seeing their fellow team mates using it they start exploring the possibilities more. Another way you can boost adoption is showing your users how the system can save time and building processes that stream line data for them. Salesforce has plenty of ways to automate services as well as saving time when it comes to reporting that may be used weekly, monthly, and annually which can be set up automatically to run on a clocked basis.

Regardless of how many users you have or how intricate your build your platform it is always a good idea to stay organized. It allows you to keep track of training users across the board as well as planning for upgrades which Salesforce schedules and announces at least a month before it is due to launch. It is always a good idea to have a communication plan to keep your users informed of any changes that may be coming including any training you may be putting together. Keeping your users in the loop and even encourage suggestions they believe could improve their job and experience. This will get them into the CRM conversation and forces them to really take a look at the platform and see the potential it has and not just another burden or task to complete.

Of course as the CRM Administrator I believe my first priority is to be positive and encourage my users to believe in our platform. I am here to encourage my users to use the system. I prefer to call myself a Chatter Cheerleader and Salesforce Supporter. If I am not using the system to the fullest then my users will not either.

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Salesforce Chatter: Not just a Social Tool

Salesforce Social Media tool Chatter Actions can improve your business processes and increase your user adoption. Dive in and find out how Chatter can make your life easier.

Salesforce created an amazing Social Media style social tool to bring the aspect of Social Media into your Salesforce platform. For the last month or so I have come to a better understanding of just how powerful a tool Chatter truly is. Chatter at its most basic form is to encourage users to connect and interact over record types and feeds especially if they work in different offices. By using Chatter in the most basic form you can follow important records and get updates on work flows without having to send emails back and forth. Chatter was started with the intent to help reduce death by email which many of organizations experience daily.

As an administrator I have started to create and build what we call Chatter Actions that go above and beyond just the social aspect of Chatter. It allows for record updating without having to do a constant scroll down a record type to update fields especially in regards to opportunities and how pipeline items are constantly needing to be updated through their sales process. Actions can be built to update specific fields without having to scroll and edit the full record page and click save. Actions can eliminate a couple of steps you have to take when typically updating a record.

Actions not only work on the regular platform but also translate beautifully to the Salesforce1 mobile app. If you are a company eagerly using the mobile app to use Salesforce especially on the road Chatter Actions and Global Actions can be used and seen easily in the mobile app without any problems. This allows you to update a record while out of the office by using a simplified layout in the publisher action rather than trying to scroll and update on a mobile device which is not always easy to do on a smartphone.

You are probably wondering what my point is? My point is a good majority of companies see Chatter at the basic onset and think this is only a social tool that their employees might use like AOL Aim for personal chatting that may not be business related. You may look at it as an interesting way to get updates on important records and interact with potential SME’s within your own company for information sharing but not much that could or would impact your business processes directly. I beg to differ, take a moment to dive into what Chatter Actions can do and you may find that this social media tool can not only improve your business processes but increase your user adoption. Your users will find their work flow to be faster and easier allowing them to save time which means you (the Company as a whole and the Boss) save money. I think that translates to a win-win situation so why not try it out? I bet if done correctly you will become a Chatter Action Champion.