Your company has invested quite a bit in developing a powerful Salesforce organization. Salesforce has a lot to offer, no matter how you are using it, but if no one is logging in to update their records, you’re never going to see the results of your investment. 

Managing user adoption is a crucial piece of Salesforce success, but it can be challenging to track system usage. Wouldn’t it be great if there was a pre-built centralized dashboard for viewing adoption metrics? Well, it may be time to check out the Salesforce Adoption Dashboards by Salesforce!

You need to measure user adoption in terms of the benefits you are looking to achieve and or sustain. For example, some questions to ask in preparing metrics are:

• Are your top accounts up to date? Is Salesforce being used to manage key or top accounts actively?
• What reports are getting created and used, and how is this helping with business decisions or customer tasks?
• How consistently are systems or processes being used?
• What is the level of skill in the Salesforce of users, managers, and the CRM team? 

For Sales, it could be how many reps have an up to date pipeline, how many are actively using it for customer tasks, and their level of satisfaction with the system.

For marketing, it could be an increased number of leads and lead conversions to level of follow up with prospects after marketing campaigns or events.

Salesforce Adoption Dashboards Package includes 42 reports, six custom fields, 3 Dashboards, 1 Dashboard Folder, and 1 Report Folder that focuses on identifying the following: 

• Usage: Who is logging in, and what are they doing?
• Data quality: Can we trust what we see?
• Business performance: Are we succeeding?

With a little filter modification, many of these reports can be easily tuned with the KPIs critical to your successful use of Salesforce.