Salesforce User Adoption: Where do you start?

The Salesforce platform is a powerful tool that enables organizations to become customer-centric and transforms the way teams work. In many cases, Salesforce is the underlying engine that powers critical functions in the organization; In many cases, however, without properly preparing teams, processes, and systems, the result is often a vicious cycle of failed Salesforce adoption.



Join us in this three-part webinar series to learn how to capably navigate the technical aspects of managing Salesforce and applications such as Fonteva.



What you’ll learn:



Part 1: There is a disconnect between Salesforce and the organization's processes – where do you start?



Title: Salesforce User Adoption: Where Do You Start?

Date: Thursday, Jul 14, 2022 1 PM ET

REGISTER NOW



Description: Salesforce is an amazing tool, but it cannot replace the need for business processes. Salesforce can help streamline and make those processes more efficient though. Let's review four critical questions that will help in developing a customer-centric platform and ensuring Salesforce adoption right from implementation.

What are the pain points in our organizational workflow processes and how can we improve them?/

What does our ideal sales process look like?

How do we ensure our Salesforce Admin and development teams have customized Salesforce to fit the organization’s unique needs?



Part 2: Employees have difficulty accessing the data they need to do their jobs and struggle to find answers to common questions – is it the dashboard or the data?



Title: Decluttered Salesforce Data: Data Migration and Dashboard Visibility

Date: Thursday, Aug 11, 2022 1 PM ET

REGISTER NOW



Description: There are many reasons why employees may not be able to access data quickly, but one of the most common is that they simply don't know where to find it. Let's review the steps to creating a functional training document while examining underlying processes that may be broken. You will learn:



Part 3: When critical functions are powered by Salesforce but not adequately prepared – how to recover from a broken service model.



Title: Improve Salesforce Adoption: Indicators and Strategies

Date: Thursday, Sep 22, 2022 1 PM ET

REGISTER NOW



Description: Salesforce has become an integral part of many businesses, but the relationship between customers and providers can break down if there is inadequate support. With challenges related to talent shortages and high-priced consulting resources, learn how to navigate the path forward.



How to detect a low Salesforce Adoption rate at the right time?

Key strategies for organizations to ensure a successful adoption rate.

Who should attend:

Executive Directors

Chief Executive Officers (CEOs)

Chief Marketing Officers (CMOs)

Chief Technology Officers (CTOs)

Chief Information Officers (CIOs)

Chief Financial Officers (CFOs)

IT Directors

Salesforce Superusers

Salesforce Administrators

Database Specialists

Marketing Directors

Membership Directors





SPEAKERS/MODERATORS



Speaker:

Neeraj Garg, COO, Aplusify Logo

Connect on LinkedIn



For 20 years, Neeraj has worked alongside a multitalented team to help associations and nonprofits drive digital transformation within their organization, enabling them to be more innovative, agile, and donor/member-centric. As Aplusify’s COO, he leads an internal task force that shares lessons learned, best practices, and practical applications that specifically relate to associations and nonprofits. With 200+ developers by his side, Neeraj provides clients with the resources and capacity to power up their teams.



Rob Haas, Founder, Sphere Data Solutions Group

Connect on LinkedIn



Rob brings over 20 years of experience in B2C and B2B publishing, leading cross-functional sales, marketing, product development, and technology teams. His passion is to develop customer-centric solutions that leverage a data-driven, digital-first mindset. A self-proclaimed MarTech geek, Rob continuously tests cutting-edge technologies to keep a pulse on best-in-class solutions.



Before launching Sphere Data Solutions Group and LeadTrieve, Rob was most recently the Chief Technology Officer for PCMA.



About Aplusify Webinars

Through our work with associations and nonprofits, we see many different use cases for Salesforce. Aplusify’s team adapts to each unique situation—sharing best practices and lessons learned along the way. Why keep what we learn a secret? We love sharing and hope that our webinars and blog posts are sources that help.