Adoption Manager – Free mobile adoption app

Written by ShamrockCRM on June 4, 2012 – 8:08 pm

As a bit of a hobby project, I created a pretty handy mobile application for Salesforce.com Adoption that can be downloaded from the AppExchange that can compliment my other Adoption app that I created.

Instead of buying new licenses when you have a new user, try deactivating users that haven’t logged in within the past 30/60/90/120 days. Why not just deactivate one of the users that you gave an account that has NEVER logged in before?

Adoption Manager allows you quickly to see who hasn’t logged in in the longest time (or never) and deactivate them. It also allows you to reactivate any old user in the system or create a brand new user. Search through the entire database if you do not want to filter through lists and know a specific user to activate/deactivate.

What makes this even better is that this app can be accessed via the browser or your MOBILE browser. iOS/Android apps are coming soon, but this won’t hold you up, because of this mobile optimized app, using OAuth to securely login to Salesforce.com.

Manage your users quickly and more effectively on the go!

View AdoptionMax on the Salesforce.com / Force.com AppExchange here

Salesforce Adoption

Salesforce Adoption

Salesforce Adoption

Download Adoption Manager here


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Salesforce.com User Adoption – New AppExchange Application

Written by ShamrockCRM on August 16, 2011 – 8:00 am

I am excited to announce a new product created by Shamrock CRM built specifically for improving user adoption in Salesforce.com and Force.com.  Imagine having 1000 users and only 50% user adoption. @ $1000/license, this is $41,000 WASTED in licenses/month.

Welcome to the solution, AdoptionMax – Salesforce.com User Adoption Management!

AdoptionMax

Try AdoptionMax on the AppExchange Here (Click View Screenshots to see More)

Take a look at my overview of AdoptionMax Here

With Adoption Max, you can send regular notifications to users and their managers/adoption champions based on certain levels of inactivity. Notify users by email, chatter posts, tasks, reports. Customize when to send messages, to whom, and how they should be sent. All of these notifications are customizable, reportable, and automatic. Turn the app on and forget about it. All notifications will be handled by the app.

Salesforce User Adoption

The best way to obtain user buy in is to establish a level of accountability. Users MUST know what you expect from them and they must be held accountable for their successes/failures. Adoption Max will provide them and their managers will visibility into their system usage or lack thereof.

We suggest establishing “Adoption Champions.” These would be power users that are responsible for the adoption success of a certain group of users, such as a region, an office, a product line, etc. These adoption champions would be assigned in Adoption Max and would have their own adoption reports to monitor. They would communicate with users to encourage usage of the system and regularly report to management about the level of adoption progress. e.g. A European Adoption Champion might be based in London and be responsible for all users in Europe. They would encourage usage, provide tips & training, help users when needed, and escalate to user management if there is lack of performance. The user, the user adoption champion, and the managers should all be held accountable for the adoption success. Adoption Max makes this VERY visible.

User Adoption Tracking

 

Read more about AdoptionMax and how it will improve your User Adoption here

Try out AdoptionMax on the Salesforce AppExchange

Let me know if you would like to try it out for FREE or if you would like more information.

Thanks for reading.  We have just found that SO many companies, big and small, have huge problems with user adoption management.  We want to help!


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Best Practice Tip – Keep it Simple

Written by ShamrockCRM on October 20, 2009 – 12:02 pm

It’s so exciting when you are installing a CRM tool like Salesforce.com, because you want to throw in all of the bells and whistles, cool functionality, workflows, approval processes, systems integrations. You want everything to be absolutely perfect before you let a single user into the system to poke around.

Building a complicated system from the start is a Bad Bad idea, unless you have an amazingly devoted future user base. If you build the system with overly complicated processes and system limitations/restrictions, you are going to frustrate the poor users, confuse them, upset them and make them not want to use the tool. If this happens, you will be paying for licenses and will not be getting the benefit of the CRM system that you purchased, because your user adoption will be poor.

My tip from many Salesforce implementations is to keep it very simple from the beginning. Let the users play around from the beginning. Let them understand the basics of the tool before you do anything crazy. Let them track the basic information for their contacts and opportunities and wait for them to request more once they realize what it can actually do. Treat this as an evolutionary rollout. Add functionality in phases and educate the users every step of the way.

Doing this will create dedicated users, quality data, and the highest possible ROI on your CRM investment.


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Salesforce.com User Adoption Tracking

Written by ShamrockCRM on July 21, 2009 – 8:07 pm

So, you have made a large investment in Salesforce.com for your Sales, Marketing and Service needs and you want to ensure that your users are utilizing the system to its full potential and allowing this excellent CRM system to do exactly as it is supposed to:  decrease costs, increase sales and provide better visibility into the operations of your organization.

How would you track this?  How would you be able to tell if your users are being active in the system or not?  Thanks to Salesforce.com, we can provide reports and dashboards to provide analytics on exactly this type of data.

There are a few categories of data that you really want to track:  1) Login Activity 2) Usage 3) Data Quality

1) Login Activity is going to tell you if users are logging in AT ALL.  This will allow you to compare the login activity between different groups, or roles, or regions, or profiles of Salesforce users.  If the Eastern mega region of the United States is logging in much more than the West, it is possible that the Sales Managers in the Western region might need further education or promotion of the system or they might need to be asked to manage their users better.

Some metrics used for this category:
– Users Logged in within the last 7 days
– Users Not Logged in within the last 7 days
-Login leaderboards (for competition)
-Users Never Logged In

2) Usage is really going to let you know if the Users have both logged in AND have created records and if so how many.  For example, are Salesforce.com Users actively marketing to find new Leads or are there Activities (Emails and Calls Logged) being consistently created to prove that users are contacting their Accounts, Contacts and Leads.

Metrics used for this category:
-Accounts created by Owner role/profile/region
-Opportunities created by Owner role/profile/region
-Contacts created by Owner role/profile/region
-Activities closed by Owner role/profile/region

3) Data quality reports and dashboard components let you know if the data required for your business process is being properly filled in, if data is being maintained properly and in a timely manner and if all or most data is actually in the system.

Metrics for data quality:
– Neglected Opportunities – Past Close Date, but not Closed
– Open Tasks by Assigned Users
-Any other metrics based on records/fields that should be filled in in a certain manner based on your business process.

Any other adoption metrics that everyone else uses?


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Salesforce.com S-Control Training Tips

Written by ShamrockCRM on December 22, 2008 – 9:27 pm

Another simple, but effective Salesforce customization with an S-Control.

Records in Salesforce.com are generally very bland and provide no direction as to what a User needs to do or needs to do next in the system.  I created an S-Control that will display whatever kind of HTML text that you would like directly on ANY record in Salesforce.com.  This text can be static or it can be constantly changing.  For example, you can coach a Salesperson along for each Opportunity Stage based on your Organization’s sales process.

You can detect that a User has not added any Products yet to the Opportunity and you can show them a HUGE red sign saying “Hey, it’s time to add a Product.  This is how…”

These can be placed anywhere on the screen, on any time of object, can say anything and can be based on any criteria.

salesforce.com training

Also, Instruct Users about individual fields!  The options are endless.

salesforce.com consulting and training

Obviously, this functionality could really enhance the User experience.  Everything will be a little less confusing, User adoption would increase, Users could be notified of recent functionality changes, their business process can be facilitated based on different criteria.

Contact me if this would interest you.


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