Publish date:

• 11th October, 2023

The Salesforce CRM tool has a lot on offer for companies in varied industry domains. However, for businesses to extract maximum juice out of the project and ensure that their team takes to the software like “duck to water,"  a professional is mandated. Let’s see in this blog how a Salesforce partner assists a business with its pertinent problem.

Below are some hurdles to user adoption:

1. Lack of involvement. When a team/users are not a part of the initial brainstorming, discussion, business requirement gathering, and so on, the team feels disconnected. This means that they are not invested in the project or its success. This is human nature. This is the way it is. As management, the leadership needs to be sensitive to this burning issue.

2. Resistance to change or adoption of a new technology. This is again related to basic human nature, which is in all of us. Most of us don’t accept change easily. The same goes for the adoption of any technology, such as a CRM tool or software. The team that is comfortable and happy using legacy systems is resistant to the idea of moving to a new technology like Salesforce.

3. Not relevant to the needs of a team. No tool, device, process, or protocol is followed by teams unless it is relevant to them. I have noticed this over the years. Forcing someone to use it doesn’t yield results. They need to see the benefits anything brings to them to ensure that they adopt it.

How does a Salesforce partner assist with user adoption issues?

1. Audit the needs of various teams and users.  Asking teams to shift from legacy systems to new technology like Salesforce without preparation is not fair. The SFDC partner helps to avoid this situation by demonstrating the value of the new technology and Salesforce vis-à-vis the current system. This is possible through an audit of the current system. Once the team sees the benefits of new technology like Salesforce, they will warm up to it gradually.

2. Create a strategy for a half-year period. New technology adoption can be stressful for some people in a team or a company. A smart Salesforce partner reduces stress, anxiety, or resistance by planning a short-duration strategy that covers roll-out, user training, & obtaining feedback to make the user adoption process as smooth as silk. This lays the groundwork for user doubts & queries to be addressed, gradually warming up to the new tech tool in the company.

3. Continuous training sessions. It’s always good to conduct refresher training sessions for teams that are engaging and relevant. The Salesforce partner provides support as well as a manual/guide to help the team as they settle into a new tech tool.

4. Monitor usage and adoption rates. A top-rated Salesforce consulting partner will always check with the client to see if the team is using it or not. Then take remedial steps. Help is always at hand.

Also read: HOW DO SALESFORCE PARTNERS BENEFIT SALES TEAMS?