Salesforce Adoption Consulting

Salesforce Adoption Audit - Icon

Driving user engagement is critical to unlocking the ROI of technology solutions.

Our Adoption workshops focus on your User’s and their activity in Salesforce – reviewing their experiences with the platform and the business processes you have implemented.

We work to identify where system improvements can create more productive, connected and satisfied users – increasing efficiency, compliance and engagement.

Benefits of Adoption

GREAT USER ADOPTION IS THE RESULT OF A WELL DESIGNED & DELIVERED SYSTEM

According to a Forrester study only 41% of organisations fully achieve or exceed expected business results from their CRM deployments.

So what does it take to transform your marketing effectiveness, improve your win rates and/or increase your customer loyalty?

Westbrook provides a workshop to analyse how your Adoption could be improved.

+10% increase in sales reps achieving their quota
+10% in win rates for forecasted deals
+10% better conversion rate

Westbrook Adoption Workshop

Three Day Adoption Workshop

The adoption workshop covers the four key areas that most often impact the success of adoption efforts:

1. Business Process
2. People
3. Strategy
4. Technology

Day 1: Fact Finding

We will meet with your major stakeholders and users, to review the vision, goals & metrics.

These workshops seek to not only understand the strategic objectives and
key metrics from a business perspective – but also to identify what metrics your organisation truly cares about.

Day 2: Analysis

As part of our engagement we will utilise our structured questioning template –
covering the areas of business process, people, strategy and technology.

With these perspectives established, we can review how the end-user is engaging
with the system.

Day 3: Feedback

As an outcome of our engagement we produce an evaluation report.

After discussing these findings with you we specify considerations, recommendations and costings for a programme to improve adoption.

Although a CRM system’s impact is more about revenue increases more than cost reductions, it can do both.

User Adoption is everything:
If it doesn’t hold solid data, the SFDC system is an empty shell.

– David Taber
Salesforce.com Secrets of Success: Best Practices for Growth and Profitability

Common Pain Points

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PROCESS

  • PROCESS DEFINITION
  • PROCESS DESIGN
  • PROCESS INEFFICIENCY
  • business approach and strategic thinking - icon

    STRATEGY

  • UNCLEAR OBJECTIVES
  • DATA GOVERNANCE
  • POOR COMMUNICATION
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    PEOPLE

  • USER COMPLIANCE
  • MANAGEMENT BUY-IN
  • ONGOING TRAINING
  • advanced salesforce technology - icon

    TECHNOLOGY

  • SOLUTION DEPLOYMENT
  • EVOLUTION STRATEGY
  • BEST PRACTICE
  • Working with Westbrook

    working with Westbrook - document

    Our Project Approach

    Our depth of experience allows us to bring best practice and advice from a wide range of business functions – and our team have specialist areas of expertise to provide deep platform knowledge.

    At Westbrook we put users first to ensure you get the most out of Salesforce – adoption and training are an integral part of our solutions.

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