Is your Salesforce project roll-out experiencing these horrors?

“I just don’t know what’s going on,” Seymour muttered to himself as he looked at the numbers.

It had been a long, hard road to get his team’s sales and finance department to adopt the new Salesforce project he had spearheaded, but now it seemed all for nothing.

The project was behind schedule. Engagement was low – business users weren’t showing up for meetings, UAT was a disaster with users not seeing the value of engaging with testing, and productivity was down… it just wasn’t working out the way he had hoped.

“Maybe I can squeeze a little more out of this,” Seymour thought desperately, but despite his best efforts, things only continued to go downhill. And once it had been delivered, it turned out that the new technology wasn’t being used – people were still reverting back to those old spreadsheets.

“This just isn’t working,” Seymour said dejectedly as he stared at Audrey, one of his trusted employees. “Maybe we need to rethink our approach…”

It’s not easy getting everyone on board with a new digital transformation project. If you’re struggling to get buy-in from your team, it might be time to rethink your approach.

Susan Combrinck, our Salesforce Change Manager & Adoption Consultant shares her top 6 horrors to look out for. 

What to look out for on your Salesforce project roll-out?

  • Low Business engagement – Business users not showing up for project meetings? Feeling overlooked is a major cause of resistance from business users. When we do not successfully create a platform for meaningful feedback on the project we severely hamper our adoption potential.

  • UAT is a disaster – Users not giving you their time for UAT?  When end users do not understand the value of a successful project outcome to their role, it is very difficult to justify the time spent on the project at the expense of regular daily tasks. The most effective way to combat this scenario is to secure buy-in and support from managers and team leads.

  • Decreased productivity – Standard Business KPIs dipping?  Digital transformation is demanding at every level of the organisation. Users often become frustrated and fatigued and general productivity drops as the project continues.

  • Project Behind Schedule – Difficulty finding information to overcome day-to-day hurdles and maintain momentum?  Digital transformation requires tremendous effort from stakeholders at all levels as they strive to support the project as well as keep up with their ‘day job’.  This means providing the technical teams with information during the course of the project is often deprioritised, slowing down overall progress.

  • New technology not being used – Still resorting to those spreadsheets? It requires thought and effort to change ways of working and drive user adoption, even when the system has improved.  Muscle memory makes tasks simpler so we tend to revert to what we are used to, even when a more efficient option is available.

  • New technology not delivering desired results – After an onerous implementation period, we are still not seeing the ‘dream’ we bought into when investing in this technology.  Technology cannot function without skilled and motivated users.  It requires diligent effort from all stakeholders to mobilise your shiny new solution….work with them to make it happen!

At PhiX Technologies, we believe that technology works best when your people are behind it – it’s the human element that drives the change you want to see.

That’s why we offer Change Management plans to help our clients mobilise their people and effectively apply new Salesforce technology or ways of working. 

Our Change Management plans are designed to provide a support structure for your people during Salesforce implementation projects, so they can overcome any challenges and meet expectations. 

If you want to learn more about how we can help you increase user adoption for your next Salesforce project, book a discovery call with us today.