Increase User Adoption

Have you invested in a CRM platform like Salesforce, but haven’t seen the user adoption you expected? CRM platforms should increase collaboration, boost productivity, and streamline your business processes. If no one is using the platform correctly, however, you won’t see these improvements. If you struggle with user adoption following Salesforce implementation, consider these tips for increasing user adoption:

Make a Case

Users won’t adopt new software unless you give them a compelling reason to do so. Explain to your team how the new system benefits them as individuals, makes their workday easier, and makes it easier to track and manage customer data as your business grows. People are inherently self-interested, so explain how the new system benefits them personally and they’ll be more likely to get on board.

Get Feedback

The beta phase is your opportunity to iron out kinks in the system. Ask users for feedback about the strengths and weaknesses of the current system. mBlazonry can make any customizations happen to turn a standard platform into a custom-molded software that complements your business processes and streamlines workflow. If a given team member already has a process in place that is being conducted outside of the platform, we can smoothly integrate it into your company’s CRM strategy.


If you want to improve adoption following Salesforce implementation, you need to make users feel personally invested in the success of the initiative. In this regard, communication is key. In addition to soliciting feedback, you should also communicate with your team when any changes are made. When your team understands the motivation behind decisions, they feel involved in the process.

Slow & Steady

If you try to restructure your company’s entire business process overnight, it can be overwhelming for users. Instead, focus on building steady adoption one step at a time. For example, you can start by initially using CRM as a contact database for sales information. Once that becomes comfortable, use it to manage opportunities and leads. Continue to build steadily and always support your users at every stage of the process. You’ll eventually have much stronger adoption than if you had tried to do everything at once.

Education & Training

It is important to do thorough training initially. For the best user adoption, education and training should also be on-going. When users are constantly upgrading their knowledge and improving their familiarity with the platform, they will feel more invested and motivated to apply their learning in the real world.

Reward System

Reward the members of your team who show more initiative in adopting the system. Users who are quick to understand and use the platform should be encouraged and incentivized to set a good standard and help their colleagues make the transition.

Contact us for more recommendations on increasing user adoption. We are the Salesforce implementation experts and will audit your strategy and help create effective solutions.