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Salesforce Features To Skyrocket User Productivity and Adoption
Salesforce has done a great job of implementing new features over the last few years to help drive user productivity and adoption. Some of those features were cloud specific functionality (only available in Service Cloud for example) which have made their way to Sales Cloud. And, with the advent of the Lightning Platform, the technology…
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Psych 101 for Admins: How to Drive User Adoption Using Behavioral Science Techniques
One of my favorite presentations to share is this one right here! Salesforce Administrators struggle with user adoption, and when asked how to increase adoption by management, we tend to be at a loss for words. While it sometimes feels like a black hole of despair, user adoption is simply behavior modification. So, how do…
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5 Little-Known Salesforce Features That Pack a Punch
Salesforce usability is key to driving adoption and improving process flow. That’s why any little tip or trick I come across is like gold! Users love it when you can streamline or enhance their experience with Salesforce. These features may be little-known, but they pack a powerful punch on the user experience. You’ll find these…
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5 Keys to Creating Self-Sufficient Users
Six weeks from now, my life will be changing. Big time. My wife and I are expecting our first child – a little boy! We are about to experience an upheaval like no other. Millions of diaper changes, crying and screaming, little to no sleep, endless feedings…and yet, I am beyond excited! While daunting to…
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Applying The Concepts of Persuasive Design
We all know that marketers use a large amount of behavioral science and psychology to craft and deliver their messages which, they hope, will drive behavior (i.e.: make a purchase). Designers are now leveraging these findings in a design philosophy called “persuasive design” as a way of influencing consumer behavior. But could it be applied to…
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Using Humor to Drive Adoption
Corporate systems are drab and boring. Why is it we spend our entire day using these applications and no one has ever thought to create a personality for the application? What user likes seeing the dreaded red error messages in Salesforce? Who likes to be told they are wrong with a short, terse message?! It…
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Personal Training – Salesforce Style
As New Years rapidly approaches, many of us are preparing our new list of resolutions, trying not to get too depressed about the fact that we didn’t accomplish anything on last years list! Joining a gym and getting into shape is usually the number one goal at the start of each year for most people,…
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3 Tools to Improve User Adoption
User adoption is key to the success of any new program, including a CRM such as Salesforce.com. As I wrap up the last part of the Sales Cloud implementation with my organization, I am noticing quite a bit of grumbling from the troops on the front line which cover a whole range of topics. Thankfully,…
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The Clark Griswold Effect
National Lampoon Vacation is one of my favorite movies! In one scene, Clark Griswold is pulled over by a police officer because Dinky’s leash and collar was attached to the bumper but Dinky was no where to be found! Clark was so excited to get to Wally World that he forgot to make sure Dinky…
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3 Easy Ways to Make Your Salesforce Org More User Friendly
Administrators are usually so focused on the big projects and tasks at hand, that we often forget about the little things. That is unfortunate because sometimes the little things can make a big difference. While flashy features like Chatter are great for users, we cannot forget about the basics – those things that actually help…
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