Salesforce is a powerful CRM tool that can transform the way your business operates, but getting the most out of it requires careful planning, effective communication, and a focus on user adoption.

Following on from our recent webinar with Improved Apps on Maximising Salesforce Adoption, we’ll explore below some key strategies and features for maximising your ROI from Salesforce.

Executive Buy-In and Alignment with Business Objectives

Illustration of man sitting cross-legged with a laptop in his lap pointing at three different Salesforce screenshots

One of the most important factors for driving adoption and maximising ROI from Salesforce is executive buy-in and alignment with your business objectives. To ensure that your Salesforce implementation is successful, it's essential to revisit why your business invested in Salesforce in the first place and ensure that the tool is aligned with your strategic goals.

Identifying key stakeholders and building a communication plan can help ensure that everyone is on the same page and that expectations are clearly defined. This can help drive adoption and ensure that everyone is working towards the same goals.

Preparation and Automation

Effective preparation is key to ensuring that your Salesforce implementation is successful. This includes building a communication plan and automating the onboarding experience for new users.

Using free apps like Alfred, powered by Nativevideo and Improved Usage Tracker can help streamline the onboarding process and provide a seamless user experience. It's also important to provide ongoing support and training to users to ensure that they are comfortable with the tool and can use it effectively.

User Experience and Effective Communication

Effective communication is essential for driving adoption and ensuring that users are engaged with the tool. Apps like Improved NoticeBoard can help provide targeted communications around your change management process, while embedded training through apps like Nativevideo and Improved Help can help users learn how to use Salesforce effectively.

Improved Apps and Nativevideo helped Brambles transform its business by implementing our zero-classroom training approach. Brambles’ focus was ensuring usage and adoption rates remained high from the start. Now Brambles are expanding their roll out of Salesforce, Improved Apps and Nativevideo continue to help them deliver relevant training and onboarding content to help guide the way, boost productivity and ensure process compliance.

Brambles knew upfront that maximising user adoption of the platform would be the key to a successful ROI, Nativevideo and Improved Apps’ expertise has helped them achieve this.

“Adoption is critical to the success of our programme. We looked at Digital Adoption Solutions that would help us to embed help and training within Salesforce. We selected Improved Apps and NativeVideo as a combined solution to deliver in-platform contextual training content, with both text and video formats. Thanks to our No-Classroom Training approach and the support of our Partners, we have been able to eliminate overhead costs and deliver a great user experience, with the learning required readily available on demand.” Ben Murphy, Vice President, Global Sales Enablement, Brambles

Data entry and task creation can be streamlined using tools like Alfred, which allows users to record post-meeting notes through audio recordings (AlfredNotes). Alfred’s voice-activated, AI-powered notes generate smart updates directly in Salesforce with transcription, Exec. Summary, Next Steps from the audio recorded to dramatically transform adoption, productivity and quality of data.

Feedback and sentiment gathering can be streamlined thanks to Improved Help, which eliminates the need for end-user surveys.

Technology and Adoption Tools

Adoption tools like Nativevideo’s Alfred, Salesforce Labs Adoption Dashboards, Improved Usage Tracker, Improved NoticeBoard, and Improved Help can help drive adoption and ensure that users are engaged with the tool. These tools can also help identify key assets and ensure that change management is successful.

Key Metrics and Reporting

Using tools like Salesforce Labs Adoption Dashboards and Improved Usage Tracker can help you track key metrics and ensure that you are getting the most out of your Salesforce implementation. It's also important to lead from the top and ensure that your dashboard and reports are providing valuable insights and driving action.

Image with 6 hexagons circling a title "Features of Effective Digital Adoption". Each hexagon has a feature.

Summary

In conclusion, maximising your ROI from Salesforce requires a focus on adoption, effective communication, and ongoing support and training for users. By implementing these strategies and using key tools and metrics, you can ensure that your Salesforce implementation is a success and that you are getting the most out of this powerful tool.

This blog was written by guest author Rachel Dance from Improved Apps. Check out the joint blog on Improved Apps' site as well.

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