Salesforce CRM Adoption-How to Maximize User Adoption Rate And ROI

Introducing new technology like Salesforce, Artificial Intelligence, etc. in an organization comes with a set of challenges. One of the concerning factors with any innovation is how majorly the change impacts the return on investment and paybacks. Though only bringing in new technologies is not enough. If your workforce is untrained and unable to use the new tool, you won’t be able to reap the benefits of any advancement up to its full extent.

But with clearly defined objectives, team coordination, careful preparation, and effective CRM system, it is easy to make any technological change a huge success. Businesses from retail & ecommerce, healthcare, shipping & logistics and other sectors today want to improve their customer service and build effective relationships through an powerful CRM Tool like Salesforce.

The drastic evolution in technology has majorly raised customer expectations as they make their purchase decision with high hopes of maximized ROI. But, the story doesn’t turn out to be as expected. There are many barriers to the successful implementation and adoption of CRM systems. These include adoption costs, sales team training, unfriendly design, and many more.

Thus, making a decision on adopting a new CRM platform is no doubt a bit frightening. Businesses look for technology that can give a solution to their problems making their lives easier. With a user base of 1.5 million, Salesforce CRM is making the heads turn and bringing in more businesses to adopt the platform. 

But, still, the same question persists: “How to Leverage the Technology in Best Possible Manner & Get Maximized ROI?”

“Successful achievement of these largely depends on User Adoption”

Common Challenges with CRM Adoption:

To have a successful user adoption, you need to first identify the common barriers to the adoption and address them appropriately. Here are some common challenges that every organization comes across while adopting and implementing new technology. 

  • Unclear Goals: Undoubtedly, this is the most common challenge as the majority of times the users are not aware of the clear goals or expectations from the system. Thus, to overcome this challenge, it is very important that the sales teams are clearly communicated what the system is expected to do and how they can use it. 

  • Unaware of the Benefits: Nothing can be as devastating as being unaware of Salesforce’s capabilities. Sales teams must have complete knowledge of what benefits the system adoption entails and how their administrative burdens and other time-taking activities such as report-making, sales forecasting, etc.,can be taken care of using the new platform. 

  • Reluctance to Change: Bringing change to everyday practices is not an easy task and most of us are reluctant to accept the change. Change is the new constant, therefore taking up the challenge and getting-used-to the new platform is what is in the best interest of your business. Sales teams might not be ready to take on the new change, but as soon as they do it, they can reap unmatched benefits.

Key Attributes for Successful User Adoption:

Considering these challenges, you need to be very careful while introducing Salesforce to your Sales team. Here are the best practices for successful user adoption: Key Attributes for Successful User Adoption

  • Adequate Salesforce Training: Nobody can get well-acquainted with the system unless they are well-trained in using it. Thus, it is mandatory to train the sales teams on Salesforce. They must be given proper hands-on training using real-time data and scenarios so that they can better understand and learn how to use it to leverage the full potential of the salesforce. The training should not be constrained to the on boarding process, but it must be continued even after it. 

  • Encourage Mobility: Sales professionals don’t always get the luxury of having a desk job! Yes, a sales team comprises of both-the field teams as well as executive teams. Thus, to make their lives easier, it is best to provide them with a CRM that comes with mobile accessibility. When the distributed teams will be able to access the CRM data and stay connected through their mobile devices, they will increasingly adopt the new tech. Moreover, productivity, coordination, data quality - all will be improved.  

  • Customization is the Key: One of the reasons why Salesforce is the most preferred platform is its customization capabilities. The most common challenge that comes while implementing any new system is the complexity associated with it and that further makes users more reluctant in using it. But, with the customization feature, you can make it as simplified as you can so that your sales team can easily use it. You can define the processes, tasks, and data that are commonly accessed and input by the team. Some of the common features may include the facility to log emails, phone calls or visits, update customer case details, process orders, etc. Therefore, you should prepare your requirements first and then customize the system as per your needs. You can also take assistance of a Salesforce customization expert like A3logics.

  • Incentives-the Ultimate Motivator: The most powerful motivation drivers are the incentives. To increase the user adoption rates, you can introduce reward programs, bonuses or team competitions. If any team member wins any rewards, they can be encouraged to promote the adoption of new technology to other members as well so that they can also boost their results and bring more success to the business. 

Also Read: Salesforce is the Ultimate Solution for Boosting Your Marketing Efforts

Bringing it All Together:

To successfully walk through the Salesforce CRM adoption, you need to follow a strategic path. But, this strategic path cannot be followed unless your sales team is with you as they are end-users of the new technology. Thus, in order to win, you must identify and address the common adoption challenges and then follow these practices to bring in improved adoption rates with maximized ROI. 

At A3logics, we have a team of professionals, who are specialized in developing user adoption strategies that maximize user adoption. Thus, helps you attain a significant return on investment.