Why Salesforce adoption is low, and how to fix it
The six most common reasons teams avoid Salesforce, how to measure adoption honestly, and the fixes that work without starting over.
Read the full post →What is Salesforce optimization?
Salesforce optimization is the work of improving an existing org so people use it and trust its data. It usually covers simplifying page layouts and processes, cleaning duplicate and incomplete data, consolidating automation, rebuilding reports and dashboards, and training users on the changes. It differs from rescue, which deals with projects that never worked.
Is This You?
Signs you need optimization.
- Reps keep their real pipeline in spreadsheets.
- Leaders do not trust dashboard numbers.
- Duplicate accounts and contacts make reporting unreliable.
- Several admins have added fields and automation over the years and nobody is sure what still runs.
What's Included
What we deliver.
Adoption review
Login, usage and field-completion data plus interviews to see where people avoid the system and why.
Simplification
Leaner page layouts, fewer required fields and processes that match how teams actually work.
Data cleanup
Deduplication, standardization and validation rules to keep data clean going forward.
Automation consolidation
Old workflow rules and Process Builder moved into maintainable Flows, with conflicts removed.
Reporting rebuild
Reports and dashboards rebuilt around the numbers leaders actually use.
Enablement
Short, role-based training on what changed.
- MeasureUsage data, interviews and an org review.
- PrioritizeQuick wins first, larger fixes scheduled.
- FixSimplify, clean and rebuild in a sandbox.
- Re-launchTraining and adoption tracking.
Manufacturing & Distribution
A manufacturer took Salesforce from zero adoption to all 99 reps with NetSuite integration
99 · Reps adopted in 30 days Staffing & PersonnelA staffing firm fixed broken dashboards and activated Marketing Cloud it already owned
ManufacturingA building-products manufacturer grew new accounts 203% after replacing mailed-in paper forms with Salesforce
203% · Growth in new accounts Marketing & AdvertisingA marketing firm migrated from Outreach to Salesforce Sales Engagement with zero disruption
100% · Rep adoption Platforms
Salesforce products we work with here.
Related services
Featured Insight
Guides on salesforce optimization.
Written by the consultants delivering the work.
Optimization
FAQ
Salesforce Optimization questions.
Why is Salesforce adoption low?
The usual causes are a system that asks for more data entry than it gives back, layouts built for managers rather than users, and dashboards that do not match what reps see. One manufacturer we worked with had overcomplicated its org through several admins; after streamlining it and integrating NetSuite, all 99 reps were active within 30 days.
Do we need to start over to fix a messy org?
Usually not. Most orgs can be simplified in place. A rebuild only makes sense when the data model itself is wrong for the business, which a health check will tell you.
How do you fix dashboards nobody trusts?
Start with the data underneath: duplicates, missing values and inconsistent stages. Then rebuild reports around agreed definitions. A staffing firm we worked with went from broken dashboards to accurate per-rep activity visibility this way.
How is optimization different from managed services?
Optimization is a defined project with a start and end. Managed services is ongoing. Many clients do an optimization project first and then keep improving through managed services.
Is your Salesforce org underperforming?
Headquartered in St. Louis, working with companies across the U.S.
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