Salesforce for Economic Development

Improve ROI on your Salesforce.com Investment for EDOs

You have made the investment in Salesforce.com for your organization. We take the time to point out some key benefits and how to improve ROI on your Salesforce.com investment.

If there is one thing our 13 years of experience implementing Salesforce.com for Econonic Development Improve ROI on your Salesforce.com InvestmentOrganizations it is how to maximize user adoption and your return-on-investment (ROI).There are several benefits for the client or potential client.

There are generally two main means that help drive usage. First is to establish “the carrot” and second is to put things in place to help make salesforce.com a necessary tool.

Establish “the carrot” –  Include stakeholders with input for your organization into the Salesforce.com configuration. Input has a tendency to transfer “ownership” of it to the person.  Make sure everyone is aware of the benefits to the end user such as:

  • Having mobile access to all data
  • The ability to manage all critical information in one place
  • The ability to forecast and
  • A way to organize their to do lists and ensure that Salesforce.com is useful to them
  • Provides reporting at the press of a button
  • Always show where they stand versus the goals and objectives

Some will feel like it is just “Big Brother” watching them but all the ways to help them should outweigh that when positioned properly and you show them all the benefits and time savings they can get.

Make it a necessary tool – You can make it stick based on how you use it. For Instance, start to make all of your weekly/monthly strategy meetings go all paperless. You view them on the screen, in salesforce.com.  If the information is not there, they will not be included. Team members will HAVE to have their data entered. If they don’t then they do not get to discuss a project or issue or anything else that should be in Salesforce.com and they will “look bad” to their colleagues. Another way to ensure usage is include it in their job descriptions and/or compensation somehow.  “If you aren’t doing x, y and z, then you are not fulfilling your job function” and/or “if you keep your information accurate x% of the time,  it raises your job evaluation.”

We help our clients navigate these waters all of the time to get the most out of their investment into Salesforce.com. If you want to find out more about maximizing your investment or you need some support based on your current situation, please do not hesitate to contact us or call Todd at 616-897-4325.