Fast Slow Motion Blog

Adoption Maturity – You’re All In

There’s an old saying about having ham and eggs for breakfast – the chicken is involved, but the pig is committed. Just like the pig, when Salesforce has become the backbone of your business, you’re all-in. In our previous posts on adoption, Introducing the Model, Keys To Success, and Levering Salesforce, we discussed the early stages of adoption and hurdles that may occur. In this final stage of the Adoption Maturity Model, we are discussing how you know you’re all-in. In our consulting experience, we usually see companies hit the all-in stage within a year of launching the platform.
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Adoption Maturity – Leveraging The Salesforce Platform

Previously, we introduced the idea of a Salesforce Adoption Maturity Model as a way for companies to gauge how well they are capitalizing on their Salesforce investment.  We discussed the first level of the model, Basic Adoption, which is focused on getting the fundamentals in place and developing discipline within the organization to use the solutions.  In the second level of the model, Leveraging the Platform, you will have reached the intermediate stage when you have begun to automate processes and expand usage of Salesforce into the areas of your business that will help you create a 360-degree view of your relationships.   

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In The Land Of The Blind, The One-Eyed Man Is King

It’s a fact, the person with the easiest access to the most information gives the best service (unless they are lazy). That said, it is very common to encounter Salesforce users or prospective customers that say it takes too much time and effort to capture data in Salesforce. But for many jobs, especially sales and service jobs, you can’t perform well without a lot of information, and you need data in order to create information. Think about it, information is required in order to provide service.

 

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Working Hard? Prove It By Using Salesforce Cases

workinghardimage_400Most organizations rightly claim that they are working hard but they can’t always tell you what exactly they are doing, what needs to be done, or what has been accomplished. Part of the reason is that their work is hidden in a blizzard of emails and phone calls. Luckily, there is an easy way for a Salesforce user to shed light on how much work their team does and how much service they provide. Stop relying on just email – use Cases, a standard feature in both Salesforce Sales and Service Cloud. read more…

The Key to Salesforce Adoption – Don’t Give Up


manholdingrock_400As a continuation to our post on the Salesforce Adoption Maturity Model, let’s discuss Basic Adoption in detail.  Basic Adoption is usually attained when the entire team is tracking sales activities and managing prospect and customer relationships within Sales Cloud. The key to Basic Adoption is consistent usage – everyone is using the system on a regular basis and following similar processes.  It’s not about perfection, it’s about consistency.  Most companies in the Basic Adoption phase have made modifications for their specific business processes to help track important information about the Leads, Contacts, Accounts, and Opportunities they are engaging. Indications of being at this level are that you have mastered the navigation and core functions of the system, your team uses it regularly (the team is always in the system – just like with email), and it supports management decisions (management is logging in to review activities, dashboards, and reports). You may not have hit a home run yet, but you are seeing a return on your investment and it is becoming part of your day-to-day business.

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