Four Ways Admins Can Encourage CRM Adoption

If you’re a Salesforce Admin, you’ve probably faced adoption issues when getting your people to use Salesforce. They’ve come to you with complaints about how hard it is to find the data they need, how long it takes to update multiple record types, and the time they waste loading and editing related items.

To use Salesforce successfully, your 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 If they can’t, they’re likely to turn to good ol’ Excel or some other tool to keep their notes, resulting in out-of-date data in your CRM. The faster your end users can find and update their Salesforce records, the easier it will be for them to be successful in their job. Success means they’ll come back and do it that way again. Voila, you have adoption.

But how can you make your Salesforce data more easily available and editable? With GridBuddy Cloud.

GridBuddy Cloud allows you to provide the Salesforce information you need in a single, editable view, whether you’re in sales, service, marketing, system administration, or any team using Salesforce. Instead of clicking through multiple records and waiting for tabs and windows to load, your 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, granting quick and easy access to everything your users touch within Salesforce.

Here are four ways to use GridBuddy Cloud to increase your end user adoption.

Option 1: Workspaces

Instead of asking your end users to navigate to each individual account, task, contact, and all the other objects they maintain in Salesforce, 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, your 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.

Option 2: Embedded Grids

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

Option 3: Update data from multiple orgs in a single grid

An unusual feature of GridBuddy Cloud is the ability to pull data from multiple Salesforce orgs into a single grid, and 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.

For example, if you have Accounts in one Salesforce org and Opportunities and Contracts in another, you could create an Accounts grid and pull in the Opportunities and Contracts from a different Salesforce org, giving you the ability to update all those records from a single location.

Option 4: Cross-Object Filters

Make your grids as efficient as possible by filtering to show the exact data your end users need. For example, if you’re looking at all your Accounts, and you need to know which Accounts do not have any related Contacts, you can create a cross-object filter to show exactly this: 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. For example, 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.

With GridBuddy Cloud, your end users’ productivity will improve, they’ll be much less frustrated with their Salesforce experience, and they might even begin to enjoy working in Salesforce.

Interested in trying it out? Let us know. We’d love to hear from you.

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