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Ensuring User Adoption After A Salesforce Implementation

Salesforce is one of the most widely used CRM platforms in the world. It offers a range of tools and features that helps nonprofits manage their customer interactions and improve overall customer satisfaction. However, simply implementing Salesforce is not enough. To get the most out of the platform, it is important to ensure user adoption.

Get buy-in from key stakeholders

One of the most important things you can do to ensure user adoption is to get buy-in from key stakeholders. This includes executives, managers, and other decision-makers in your nonprofit. It is important to get them on board with the benefits of Salesforce and how it will help the nonprofit achieve its goals. They can then communicate this message to their teams and help create a culture of adoption. Having everybody involved in the nonprofit using Salesforce will make the platform more powerful, enhancing the reporting capabilities.


Provide comprehensive training

Another important strategy for ensuring user adoption is to provide comprehensive training. Users can learn about the Salesforce platform through Trailhead, taking online trails to get to grips with the technology before it is implemented. Here at Cirrico we offer training to nonprofits, highlighting how best to use the system and ensuring that all needed staff have the capabilities and skills required. To read more about training from Cirrico click here.


Customise Salesforce to meet your needs

Salesforce is highly customizable, and it is important to take advantage of this flexibility to ensure user adoption. Making sure that your Salesforce platform is bespoke and unique to your nonprofit is essential in making sure you get the highest ROI. Creating custom reports and automating your manual process empowers your team to focus on their goals and mission.


Build a culture of collaboration

Salesforce is designed to enhance collaboration between employees, and it is important to encourage this behaviour to ensure user adoption. Encourage employees to share information, collaborate on projects, and work together to achieve common goals. This will help create a culture of adoption and make it easier for employees to see the value of using Salesforce in their day-to-day work.


Praise adoption and success

Finally, it is important to praise adoption and success. Recognising employees who are using your Salesforce platform effectively. By praising adoption and success, you create a culture that values the use of Salesforce and encourages employees to continue using it.


In conclusion, ensuring user adoption after a Salesforce implementation is critical to getting the most out of the platform. By getting buy-in from key stakeholders, providing comprehensive training, customising the platform, building a culture of collaboration, and praising adoption and success, you can create a culture of adoption that will help your nonprofit achieve its goals. With these strategies in place, you can ensure that Salesforce is used effectively and becomes an integral part of your nonprofit’s daily operations.

Interested in implementing Salesforce?

If you are interested in implementing Salesforce for your nonprofit, then get in contact with the experts at Cirrico. Through using Salesforce technology we help nonprofits accelerate their impact and success.

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