7 Successful Strategies for Maximizing Salesforce Cloud ROI
As a business leader who has recently purchased a Salesforce Sales Cloud solution and is gearing up for a successful implementation across your organization, you may be feeling a mixture of excitement and nervousness.
Why? Because even though you have researched and vetted the ideal Salesforce implementation partner for your business needs, you are worried how to scale user adoption after your implementation is complete.
And there are good reasons to have some concerns, as a recent CSO Insights’ Sales Operations Optimization Study evaluated the sales operations of 300 companies and found that organizations needed to achieve at least a 75% adoption rate to experience any “notable improvement in win rates and quota attainment.”
Successful user adoption is essential to maximize the return on investment of your Salesforce investment by increasing usage, data quality, collaboration, and visibility, while also enabling continuous innovation and growth within the organization.
At Kander, our design thinking approach always centers user adoption across the lifecycle of implementation, which is why we have successfully designed, trained, and implemented tailored Salesforce Cloud solutions to meet your business needs at scale. We believe in empowering our clients to manage their digital transformation programs internally.
In this leadership resource, we will share how our senior experts partner with business leaders to ensure that you continue to increase user adoption long after our project has wrapped. Let’s dive in!
Understanding Your Business Goals and Processes
In order to ensure a successful Salesforce implementation, it is important to have a comprehensive understanding of our client's business objectives and procedures. By workshopping into our customers’ specific needs and challenges, the most critical business pain points that can be resolved with Salesforce can be identified. Our next step is to align the MVP Salesforce implementation plan closely with your corporate goals, ensuring that there is no deviation from the intended outcomes. We start small in our scope to allow companies to build based on how the teams actually use their desired system. This approach helps to maximize the effectiveness of the Salesforce solution and drive meaningful results for our clients.
Create a Holistic Adoption Plan
Co-building an effective user adoption plan is key to ensure the successful implementation of any Salesforce Cloud solutions into your organization. Our holistic and tailored approach to user adoption helps to address the specific needs and requirements of your targeted internal teams, while also outlining a timeline and milestones with clear objectives and KPIs. With a detailed plan in place, we will help you effectively monitor progress towards your end goals and maximize the potential for successful user adoption.
Customize an Intuitive User Interface for Your Business Needs
With the goal of providing a user-friendly and intuitive interface, we can customize and simplify any Salesforce solution, integration, or desired tech stacks. We can eliminate unnecessary fields, screens, or complex configurations to streamline your user experience. Our senior experts can optimize the layouts, navigation, and data visibility to align with the specific roles, permission sets, and responsibilities of users.
Consistently Provide Targeted Training
Our experts provide comprehensive training sessions that should be tailored to different user groups and roles. It is important that you and your teams get hands-on training and learn how to apply your Salesforce data automation needs in real-life scenarios, our documentation, and support channels. We also work with you to help identify enthusiastic and knowledgeable internal leaders to become user champions that can provide support, share best practices, and advocate for your ongoing Salesforce adoption. To further ensure successful user adoption, we apply a train-the-trainer approach where you and your future user champions can train and mentor other users within the organization
Monitor and Measure Adoption
To ensure successful user adoption, we will work with you to track progress by setting up your customized dashboards in parallel with meaningful metrics and key performance indicators (KPIs). We will regularly review these metrics in our implementation phase and actively implement internal feedback to remove any bottlenecks in your software delivery pipeline.
Land and Expand: Communicate Benefits and Quick Wins
While building your Salesforce org, importing data, and building custom workflows, it’s essential that you have quick wins to bring back to senior leadership, while continuing to implement Salesforce into your existing tech stacks. Salesforce Cloud solutions can enable users to reach your business goals quickly, but it’s important that you feel equipped to help share these wins. Our experts will help you tell the data quality story that you need to emphasize the positive impact that your Salesforce investment has had on your digital transformation needs, while continuing to help you boost business growth, efficiency and productivity.
Iterate and Scale
To ensure the successful implementation and continued use of your Salesforce Cloud solutions across your organization, it is critical to continuously iterate and enhance our customized systems based on internal user feedback and your evolving business needs. In order to scale adoption across the organization, we provide you with the change management tools and post-implementation engagement strategies to ensure that your data silos are removed and your data pipelines maintain a high quality long after we have wrapped our project.
From Fortune 500 companies to nonprofits making an impact in their community, our philosophy at Kander has always been to provide you with the latest Salesforce data management, AI augmentation, and CRM best practices to ensure that you feel equipped to drive adoption across your org, white continuing to serve your customers and business needs.
Looking to see how our senior Salesforce implementation experts can help you with your Salesforce Cloud investments? Book a session with us today.
