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Hiring for a seasoned SFDC Admin located in Canada within an established group of Admins at Yelp. Additional job specs in the job posting below. Seeking someone with 4+ years of experience directly implementing on the platform for orgs of at least 500 users.
https://jobs.lever.co/yelp/28a6bc03-8304-42b3-ac95-8ee8099cdfe8
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Bowl Leader
I worked with a VP of Sales who demanded that pipeline reviews be done by sharing the forecast section of Salesforce. If an AE didn’t have it up or only had Excel, he would immediately end the meeting and reschedule. This forced the habit of the sales team working entirely in Salesforce and keeping it up-to-date.
In addition to the top-down support, we regularly polled the user base about desired features and published a roadmap. This made users more likely to use the system because they could see that we were actively trying to make their jobs easier for them.
Can you give a little more info. Adoption of the platform or specific roles? Was it a new implementation or a replacement. It could be a change management issue or people were not properly trained
Make sure they have some of the basics down - track logins and Tasks/calls logged, and call out the resistors on a weekly call.
Make sure mobile is enabled so there is no excuse to not enter call info and follow up immediately.
Review pipeline weekly updating Opptys. Make sure Marketing and Sales are aligned.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000004gHhLEAU
https://www.salesforceben.com/how-to-measure-salesforce-user-adoption/
Turn off the old system. Make Salesforce their browser home page. Problem solved.
Mentor
It's very simple in concept "it doesn't exist if it's not in Salesforce", hit them with the comp plan stick. Commissions don't get paid if the closed/won oppty isn't there, and less commission is paid if it has to be backdated. Also give a bonus for the top rep(s) whose pipeline value and closure rate are the closest (means they need to get it in the system, and notate when it changes). Also account ownership/credit goes to the person who creates that opportunity, so they'll want to get there first.
Bottom line, sales will not adopt, unless you hit them in the wallet if they don't. Salesforce or any other tool/process.