Boost your Salesforce user adoption
Embrace, Engage, Excel: Unleashing the Full Potential of Salesforce in Every Click!
Improving Salesforce user adoption involves a multifaceted strategy aimed at encouraging users to actively and effectively use the platform. By focusing on user needs, training, customization, and support, organizations can enhance user engagement and maximize the value of their Salesforce investment.
360 ASKLOGIX can play a pivotal role in improving your SFDC user adoption by implementing a variety of strategies and best practices.
Here are some key tasks and strategies where we can help:
Understand User Needs & Processes
We conduct surveys and interviews to understand the challenges and needs of your users.
And we map out your current business processes and identify how Salesforce can improve or streamline these processes.
Customize & Personalize
360 Asklogix customizes Salesforce to better fit your business processes and terminology of your users.
We also personalize dashboards and reports to make them more relevant and useful to different user groups.
Provide Comprehensive Training & Support
360 Asklogix offers tailored training sessions focusing on the specific needs of different user groups.
We create a library of easy-to-access training materials, including videos, manuals, and FAQs.
Finally we establish a Salesforce support team to assist users with questions and issues.
Implement Role-Based Access & Features
We ensure that users have access to the features and data they need based on their role, and nothing more to reduce complexity.
Use Salesforce's role hierarchy and sharing rules to manage data access and visibility effectively.
Monitor & Address Adoption Challenges
We help you to actively monitor user engagement and address any barriers to adoption, such as usability issues or lack of training.
As user adoption can take time and may require ongoing effort, 360 Asklogix created a 6 month strategy that includes rollout, training, feedback, and optimization. Focus on ways to make Salesforce fit more seamlessly into the users' workflows. Next, share the plan with end users.
