Data Quality

4 Ways Admins Can Encourage CRM Adoption

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As a Salesforce administrator, you’ve probably faced adoption issues when getting your team to use the tool. You aren’t alone: Traditional CRM software is notorious for low adoption rates due to outdated interfaces, unnecessary complexity, and manual workflows.

CRM adoption problems can have costly ripple effects, including missed sales opportunities, low team productivity, and poor-quality data entering the CRM. (Low-quality CRM data causes annual revenue losses ranging from 5-20 percent, according to a recent study from Validity.)

This in mind, CRM admins can’t afford to take a hands-off approach to encouraging CRM adoption. Particularly during COVID-19, when your team needs to be as productive as possible to keep relationships consistent and mitigate the pandemic’s financial toll on your business.

The need for accessible data 

The average sales rep spends 17 percent of their day manually entering data. That’s almost a full day per work week.

Unfortunately, you’re the go-to-person when your team has complaints about how difficult it is to find data, update multiple record types, and load and edit related items.

To use Salesforce successfully, end users need to access and edit their data quickly and easily. If they can’t, they’re likely to turn to good ol’ Excel or some other tool to keep their notes, resulting in out-of-date information in your CRM. The faster end users can find and update their Salesforce records, the easier it will be for them to do their jobs successfully.

Success means they’ll come back and do it that way again. Voila, you have adoption. To transform CRMs from a hindrance to a business benefit, sales and marketing teams are leveraging software tools that promote Salesforce adoption and improve data quality.

GridBuddy Cloud, from Validity, is one market-leading option. GridBuddy Cloud lets users access the Salesforce information they need in a single, editable view, whether they’re in sales, service, marketing, or system administration.

Instead of clicking through multiple records and waiting for tabs and windows to load, end users can load all the objects they need—related or unrelated—in editable GridBuddy Cloud grids.

These grids can be embedded onto Salesforce records to replace ‘Related Items,’ or they can be built as full-page workspaces. This functionality grants quick and easy access to everything users touch in Salesforce.

Read on for a step-by-step guide to boost your team’s productivity with GridBuddy Cloud.

1. Give them a central workspace

Asking your end users to navigate to each individual account, task, and contact virtually guarantees wasted time and low adoption. Instead, give them a workspace, or a tabbed page of grids.

Each tab can provide a grid showing their accounts, tasks, contacts, leads, and any other object they need to edit. In these tabs, end users can update their records and related/unrelated items in a single view. When they’re done, they can click “save” to save all their updates at once.

2. Reduce unnecessary clicks

For end users who spend a lot of time clicking through ‘Related Items,’ giving them an embedded grid on their Salesforce records will vastly improve their lives. The grid can include related and unrelated items, allowing them to view and edit these records without leaving the Salesforce record. You can also embed a tabbed page of grids on the record, giving your users every related object they could want in one, editable location.

3. Pull data from multiple Salesforce orgs

An unusual feature of GridBuddy Cloud is the ability to pull data from multiple Salesforce orgs into a single grid. Then, users can update all data sources from that grid. This is especially useful for partners or teams who need to reference data from an old Salesforce org.

If users have ‘Accounts’ in one Salesforce org and ‘Opportunities and Contracts’ in another, they can create an Accounts grid and pull in the Opportunities and Contracts from a different Salesforce org. Then, they can update all records from a single location.

4. Filter out irrelevant data

Make your grids as efficient as possible by filtering to show the exact data end users need. For example, if you’re looking at all Accounts and you need to know which Accounts don’t have any related Contacts, create a cross-object filter to show ‘Accounts without Contacts.’

Another way to see the exact data you need is to create a grid pulling in children data from across the junction. If you’re on a Salesforce Opportunity record, you might add a grid to show all related Contacts, and within that, all Accounts associated to each Contact. With GridBuddy Cloud, you can show this level of editable data in a single grid.

Conclusion

Using tools like GridBuddy Cloud, teams improve their productivity and experience less frustration with Salesforce. They might even start to enjoy working in Salesforce. (Cue gasps of disbelief.)

Tools like these couldn’t come at a better time. In 2021, sales volumes are growing and business relationships are becoming more complex—adding large volumes of CRM data to the staggering amounts already created each day. (Current estimates reveal humans create 1.145 trillion MB of data per day.)

Learn more about how GridBuddy Cloud can unlock your team’s productivity in any business climate.

Schedule a demo with our team of experts today.

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