How to get your co-workers on board with Salesforce

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Salesforce on boardIn my last post I covered how to prepare for a Salesforce implementation. I really focused most of those activities on pre-implementation, so in this post I want to take us past that Go-Live date and focus on getting your co-workers on board with Salesforce. Now, for as much as you would like to think it will just happen I’m going to rain on your parade for a moment and tell you it won’t. But that’s ok, Salesforce adoption is like a garden- you have to tend to it in order to watch it grow. Which explains why my plants are always dying, but that’s a subject for another post. So let’s start tending to your Salesforce garden and get those users on board!

Super Users are your friends!

With every deployment of Salesforce I’ve been a part of I have had the pleasure of working with a group of Super Users. Super Users are very special people because they “get it”. They get why your company is implementing Salesforce, the value it serves and most importantly they want to help!

Here is how to identify Super Users-

  • They pay attention at meetings about Salesforce.

  • They offer to help you

  • They understand the business process and the pain it solves

If you see any of those traits in users while you have meetings or after launch you have a potential Super User on your hands. Work with them. Start a private Super User Chatter Group so they can share best practices amongst themselves. Work with your manager or supervisor to get a special “Super User Lunch” set up so everyone can meet monthly. Your Super Users are a special group- they can help more users collectively than you can, and they serve as a peer group to many different departments.

Over the shoulder time

I know that prior to implementation you spent time refining business processes and training users. But now that you are live it’s time to spend time with each department and do some ‘over the shoulder time’ to see how users are utilizing the tool. Remember how great you thought that page layout was? Maybe so, but what if you spend 30 minutes with the end users to see how they enter the data and any refinements they would like to see.

Spending some over the shoulder time to really understand the impact and change you just deployed to the organization shows that you are listening and working with them to make improvements.

Attitude is everything

Your response to questions and attitude will really set the tone the first few months of your deployment. If you are slow to respond, or have a bad attitude like “They should know how to do this” it will rub off. Users won’t feel comfortable coming to you, they maybe hesitant or just completely disengage. I once had a co-worker who had the following quote by their desk, I think it best sums up this point-

“Watch your thoughts; they become words. Watch your words; they become actions. Watch your actions; they become habit. Watch your habits; they become character. Watch your character; it becomes your destiny.”

Lao Tzu


Pay Attention to the weeds

To continue with the garden metaphor the weeds in your orgs are a few different kinds of users. First they can be the ones that take up all of your time for themselves. Sure there will be always be users who need a little extra attention. Just make sure you balance your time effectively.

Now there will also be users who either intentionally or unintenitionally suck the life out the deployment- they are the ones that see no value in changing the way things are and only want to go back to the “the way things were”. Be sure to work with them, their manager, and engage super users to make sure that they don’t bring other users down with them.

Community of Gardeners

Finally, I think it’s good to remember that you are not alone in your quest. There is a community of Gardeners Salesforce Admins out there. You can start by finding your local Salesforce user group [link] and attending meetings regularly. If you are a bit more remote or can’t attend there are some great communities out there on to help you.

If you are rolling out Salesforce and need help with Salesforce adoption,  strategy, Training, or Salesforce customization Red Argyle offers a suite of services that will help you delivered tailored Goodness to the Salesforce platform. Contact us today, we would be happy to set up a discovery session and ensure you Salesforce implementation is a successful one.

Photo Credit: Popofatticus via Flickr 
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