This document outlines the five key things needed to drive adoption of a new software or technology: communication, executive sponsorship, establishing processes and measurements, ongoing training and reinforcement, and ensuring data quality. It provides details on each of these factors, emphasizing the importance of communication to explain the reasons and benefits of the change, establishing executive support and leadership, creating clear processes and metrics to track adoption, ongoing training that considers different learning styles and emphasizes benefits, and maintaining clean, accurate data through quality controls and data integration. The overall message is that successful adoption requires addressing all of these organizational and technical factors.

1. Achieving Adoption Success
Greg Curgenven, Customer Success
Manager
The 5 things you need to drive adoption
1. Communication
2. Executive Sponsorship
3. Process & Measurements
4. Training Reinforcement
5. Data Quality

2. Communication keep the lines open!
What needs to be communicated?
 Why are we doing this?
 How do we get there?
 What s in it for me?
How do we communicate?
 Power of peers
 Solicit Ideas
 Custom Home Page Message Component
The importance of Executive Sponsorship
 Develop a steering committee
 Articulate the vision
 Identify a champion & administrator
 Maintain a roadmap
 Cultivate the culture
 Take responsibility!
Become a winner

3. Process & Measurements
 Clearly defined, documented and communicated processes
 End user focused and intuitive
 Clearly defined and communicated metrics
Our sales goal for the quarter is $500K in closed business and we will be
tracking it on our sales dashboard.
 Dashboards & Reports
Activities
Pipeline
Leverage Footers
Training
 Don t just focus on new users, provide on-going training too
 Support multiple groups or roles and different learning styles
 Don t forget to emphasize key benefits and takeaways
What s in it for me?
 Measure the success of your training
Quizes, Knowledge Checks, User summarizations
Post-training feedback
Dashboard to measure business effectiveness
 Leverage salesforce resources
End users Administrators
Free and fee-based
Web link to orientation
Support Marketing

4. Data Quality
 Ensure you have a strategy to maintain clean and accurate data
Incent users to keep data clean
Leverage data cleansing tools
 Consider integration with other applications
Backend applications
ERP
Homegrown
 Limit the number of users who have administrative rights
 Enforce the strategy with a dashboard that holds data quality
exception reports
blank fields
out of date data
 Remember, garbage in garbage out
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5. The End
Thank You!