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.
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.
The adoption workshop covers the four key areas that most often impact the success of adoption efforts:
1. Business Process
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.
– David Taber
Salesforce.com Secrets of Success: Best Practices for Growth and Profitability
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.