Dreamforce Session Recap: Six Guiding Principles for CRM Adoption


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Cloud Insights and Innovation

The key to all successful Salesforce projects? CRM Adoption. Dreamforce 2021 was full of great sessions, tips and tricks and innovative announcements. But, when it all comes down to it, getting your teams to use what you bought drives business value.

One of my favorite sessions at this year’s event was Six Guiding Principles for CRM Adoption. If you missed it, check out the session replay here. Salesforce covered 6 guideline principles to help guide you in your path to getting your teams using Salesforce:

  1. Prepare for change management
  2. Demonstrate leadership buy-in
  3. Know your end users
  4. Commit to simplicity
  5. Be meaningful
  6. Train, learn, repeat

Watch my recap on the top three that I find are most critical when working on new projects and advice to embrace them on your own CRM implementation: 

  1. Prepare for Change management
  2. Demonstrate Leadership buy-in 
  3. Train, Learn and Repeat

 

 

 

Interested in learning more? Read our Best Practices to Achieve High User Adoption During Your Salesforce Implementation blog here. 

Jay Datta

Manager, Solution Engineering

Read more posts by Jay Datta

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