Now that your company has rolled out its shiny new CRM system, you’ll want to make sure your team is fully on board. How can you track Salesforce user adoption? What are the signs you don’t have full buy-in from your organization on using Salesforce?
Of course, there are many useful reports available in the Salesforce Adoption Dashboards. To get the most benefit from those dashboards and reports, you'll need to quantify your expectations. How should your team use the system?
Working with Salesforce relationships is a little different from traditional relational database structures, but Salesforce has great tools for building custom data relationships and most people can adapt quickly to the SOQL model. As with any other system, though, there are a few "gotchas" to watch for when designing Salesforce relationships. I ran into one of these gotchas just recently. I needed a lookup relationship from our custom object to the standard Product table, Product2. No problem, right? Create the lookup field in the custom table, and there it is. Not so fast!
It's a funny thing about Salesforce developers. Many of us really dislike change, even when we know very well it's necessary and worthwhile.
Why? Too often, changing an application is like re-routing plumbing after the house is built: making a change that looks small can take a whole lot of effort with a whole lot of risk for collateral damage.
We get this question a lot from business owners in the middle of a growth phase. Often, they are already using systems for accounting and CRM (Customer Relationship Management), and they are not sure what processes could be improved, and if there is a business case to improve them.
Over the years, we've identified a number of clear indicators that it's time to invest in technology. This can be in the form of implementing a pre-existing Software-as-a-Service (SaaS), implementing a platform solution, or developing a custom software solution. We'll elaborate in an upcoming post on which of the 3 solutions is the right fit for you, but for now let's focus on the "smell test" of determining if there is a need. Some are obvious, while others are more subtle.