An online Salesforce community event is coming up June 22-23, CenCal Dreamin’. It’s geared for the Central California Salesforce community, but it’s free and online, so anyone can check it out.
I’m one of the featured speakers and I’ll be sharing about “I Heart My CRM,” specifically diving into how to design your interfaces for the way people really work.
Getting your team to use your customer relationship management software can be a challenge. Better training isn’t going to move the needle. The Salesforce defaults aren’t good enough. And ‘carrot and stick’ motivators won’t cut it either.
If you really want to increase adoption, you have to make people want to use it. That means designing pages, forms, and interactions with a new mindset.