There are two types of salespeople – successful ones and unsuccessful ones. What usually determines which category you fall into depends on how well you use the resources available to you, i.e. – The company’s CRM – Salesforce Lightning.
This is echoed by a Harvard Business Review study conducted by Steve Martin, as he found that 52% of salespeople that surpass their quota are users that make the most of their company’s CRM. When you combine that with the fact that only 31% of underperforming salespeople take advantage of the CRM, it’s clear what the solution is – Learn to master the CRM.
The real question is – How do you get users to easily adopt Salesforce Lightning?
We’ll answer that below.
The very first step is to get the users involved. From the beginning, they need to be included as they’re the ones that are going to make this transition with you. While it might seem a bit impractical to get every single member of each team present for each meeting, so it’s a more sensible idea to get one stakeholder from each group to represent their viewpoints and pass on information down the grapevine.
The benefit of doing this means that you can receive and implement feedback along the design process so that you’re not missing out any critical components needed for the teams to operate. When selecting these stakeholders, it’s a good idea to identify your super users, these are people that are willing and capable to train other members on the system. These individuals can, therefore, help with both the design stage and the post-launch phase as they become the go-to person for the inevitable questions that are will to occur.
It’s important to know that you can’t decide how your users will react to the system changes. However, through the provision of in-depth training and effective resources, you can guide their attitude towards the changes into a more positive stance.
You can ease the adoption process by delivering training in multiple formats ahead of the actual roll-out so that it’s not all just thrown on top of them when it goes live. There are a few practical ways to achieve this such as training videos, 1:1 sessions and post-launch support.
Looking for expert help?
That’s why a company such as Zon Projects can be majorly beneficial in smoothing the transition process over to the new Lightning system. We can provide friendly tuition to help get your users up to speed in no time if you’re interested in finding out what we can offer – get in touch today!
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