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Tip #1: “If it’s not in Salesforce, it doesn’t exist!”
 The system must be the trusted, authoritative source for your organization’s data.
 Push data quality early and often.
 Help users understand how to identify bad data and become invested in eliminating it.
 Goal: Move users away from their own record-keeping systems (Excel, etc.) and into Salesforce.
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 Biggest driver of adoption: when users see how Salesforce makes their lives easier.
 Recruit power users as advocates. Make
Salesforce the “cool kids’ table.”
 Use Chatter to drive staff into Salesforce — that’s where the conversation is happening.
 Engage users as your Quality Assurance team. They’re your bug-finders!
 Consider contests/prizes for top users.
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Tip #3: Training, Training, Training
 Recruit other staff (NOT management) as additional trainers. It means a lot more coming from peer users, not just admins.
 Break training into manageable chunks.
 Offer monthly or quarterly tips & tricks and/or refresher sessions.
 Impromptu one-on-one trainings go a long way toward building user confidence. salesforce.com confidential – do not distribute

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Tip #4: Get Management On Board
 Leadership needs to drive adoption, particularly with tech-resistant staff. Both fear and confidence are contagious!
 Recruit a “champion” within upper management to advocate for adoption.
 Establish clear expectations and meaningful metrics for measuring adoption.
 Demonstrate to management how increased adoption provides them greater visibility into the organization’s operations.
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Tip #5: Customize
 Invest in automation & custom reports to save users time and headaches.
 Spend the time with users to customize the UI to their liking as much as feasible.
 Use Permission Sets, Profiles, and
Record Types to limit information and avoid overwhelming users.
 Encourage “wish list” requests.
 Regularly solicit feedback!
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Salesforce Adoption Dashboards
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Additional Resources
 Salesforce.com Learning Center: http://www.salesforce.com/customer-resources/learningcenter/details/getting_started.jsp
 Dreamforce 2012 Session “Winning”: http://www.youtube.com/watch?v=hWd9ZSTQ_mM
 Measuring Adoption: http://www.scribd.com/doc/23855680/Beyond-login-rates-threekey-areas-for-measuring-adoption
 Salesforce Adoption Dashboards: https://appexchange.salesforce.com/listingDetail?listingId=a0N30
000004gHhLEAU
 Data Quality Analysis Dashboards: https://appexchange.salesforce.com/listingDetail?listingId=a0N30
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