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Salesforce User Adoption
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While advancements in CRM designs make it easier to use, the issue of user adoption continues to be a
major source of frustration for most organizations.
Why is that?
At Sales Optimizer, having trained thousands of sales people over the years, we believe the real issue is
addressing “Adaptability to Change”.
Based on our philosophy of training sales people, we have implemented a methodology that is focused on
addressing this common issue at a cost effective price point guaranteed to produce the desired results of:
- Mastery salesforce.com fundamentals
- Near 100% user adoption in 30-days
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Because our core business has been sales and management training, we also understand how to structure a
CRM tool so the flow is much more natural for the user and at the same time achieves the primary business
objectives of the executive team.
Our Implementation and user adoption methodology includes several components:
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- Team: Our unique team includes highly seasoned sales and management professionals who also have a
technical background and are salesforce.com certified consultants who can design, configure and implement.
This process ensures efficiency, high user adoption and a significantly better implementation.
- Pilot: We like to start with a pilot team to do the initial configuration and training to prove results
and refine the process prior to rolling out to the rest of the team
- Phased roll-out: Schedule regional roll-out to use the same instructors. This ensures consistency and
application of best practices
- Workshops: Deliver a 1-day instructor led workshop for natural teams
- Situational Coaching: Web-based (4-6) weekly team coaching sessions for best practices
- Individual Practice Sessions: Each individual gets unlimited one-on-one practice sessions for 30-days to
master the salesforce.com fundamentals
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