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!
Tags: adoption, appexchange, chatter, mobile development, salesforce mobile, Salesforce.com user adoption, User Adoption, users
Posted in Announcements, Force.com User Adoption, User Adoption | Comments Off on Adoption Manager – Free mobile adoption app
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?
Tags: adoption, automation, dashboards, data quality, metrics, reporting, Reports, usage, User Adoption, users
Posted in Business Analysis, dashboards, marketing, Reports, sales | Comments Off on Salesforce.com User Adoption Tracking
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.
Also, Instruct Users about individual fields! The options are endless.
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.
Posted in Business Analysis, Salesforce.com, Training | 1 Comment »