How to Increase Salesforce ROI

  • 08 February 2023
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Increase Salesforce ROI

Salesforce is mentioned in almost every talk about picking a new CRM. The world-renowned CRM provider was ranked #1 by the International Data Corporation (IDC) in their latest Worldwide Semiannual Software Tracker.

When it comes to something as essential as selecting a new Customer Relationship Management platform, the bottom line always comes first. And you’ll need demonstrable ROI to persuade your company’s decision-makers or even yourself. Your Salesforce ROI has two sides: growing revenue and lowering costs. To achieve both, make sure you and your staff are doing all possible to make the most of what Salesforce has to offer in terms of assisting your company’s growth. In this blog, we’ll see how you can improve and increase your Salesforce ROI.

Factors Contributing to Increasing in Salesforce ROI

Salesforce, like any other platform, should be used in conjunction with your existing procedures to help you reach your objectives. We see organizations trying to follow a different procedure within Salesforce all the time since they don’t know how to customize the product to their needs. This results in dissatisfaction, a lack of acceptance and usage of the product as a whole, and a considerable waste of time and corporate resources for your employees. So, businesses must ensure the following things as they primarily contribute to the increasing ROI of Salesforce in your business:

  • Position of Data

Businesses are always gathering data, but most of them are unable to utilize it and derive value from it because the data hasn’t been tailored for their team’s unique requirements or isn’t conveniently available in one spot. So, it should be ensured that all of the Salesforce data should be present at a centralized location and must be relevant for every team.

  • Salesforce Roadmap & schedule

Without a proper roadmap, teams often find it quite stressful to handle more work at a time and get overwhelmed. So, you need to have a structured roadmap made for your teams regarding the use of Salesforce and have to focus on more customization and adoption across your organization. This way, you can start small and get on schedule every time.

  • Employees’ understanding

As per Salesforce reports, eighty-five percent of businesses expect consistent interactions across teams/departments. But, often, businesses fail to make their employees understand the benefits of Salesforce, and as a result, there are non-streamlined operations and work. So, it is one of the most important factors to make your employees aware of the benefits of Salesforce and yield more efficient and collaborative outputs.

Read More:- What Makes Salesforce The Leading CRM in 2023?

How to Increase Salesforce User Adoption?

It’s usually due to a lack of salesforce user adoption. It’s all well and good to create an amazing CRM system, but if the target user isn’t involved in the construction and maintenance of the platform, the entire process will stutter and eventually fail. So, here are the key ways to increase Salesforce user adoption.

  • Establishing ownership with senior stakeholders

When a Salesforce team is backed by an executive stakeholder who can assist roadmap and prioritize based on business goals, as well as guarantee the delivery/communications around upgrades across the board, the team is less likely to face pushback.

  • Identifying bottlenecks and automating processes

People will be more likely to utilize Salesforce if it is made easier to use. Adding a little creativity to Salesforce may help users speed up activities that would otherwise be done manually, such as data entry.

  • Utilizing AppExchange

The AppExchange has a plethora of free and paid plugins designed specifically to make Salesforce more useful. When it comes to making Salesforce more appealing, engaging, and easy to use, these add-on bells and whistles may be tremendously effective.

  • Partnering with the best users

Keeping your users at the center of everything you do will boost adoption rates by reinforcing the idea that this is a platform intended to help them succeed, not as a tracking tool.

Read More:- Need for a Dedicated Salesforce Release Manager?

Best Practices to Increase User Adoption

Here are some best practices to increase Salesforce user adoption:

  • Making Salesforce easier to use

Simplicity is essential when it comes to your Salesforce org. Allowing your implementation to become bogged down with hundreds of needed data columns is a bad idea. Consider how you can make some parts more efficient and interesting.

  • Leading examples & training users

When it comes to deploying Salesforce, proper training is a requirement. Salesforce adoption requires a top-down strategy, and leadership support is essential for success. On a daily basis, sales executives must show the platform’s strategic worth.

  • Celebrating the power users and having fun with chatter

Salesforce’s social networking tool, Chatter, may help your employees become more engaged with the platform. Incentives and incentive systems have been shown to increase employee engagement and motivation, so always consider giving your best users some of them.

Steps to Licence Optimization

Any business that works with Salesforce has to be able to optimize license expenses in order to get the most out of the software.


It may be a lot of fun to learn all there is to know about your clients with CRM software and tools. But keep in mind that they are only tools, and they can’t take the place of the actual human element in the marketing process. Relationships, loyalty, and other intangibles are now more than ever the true indicators of return on investment. So, following these steps in the blog would help you to yield the most ROI out of your Salesforce.

Abhijeet Kate

About the author

Abhijeet has donned many hats throughout his career. His varied experience in hardware, sales, CRM, project management have played a critical role in setting up and the development of digiCloud Solutions. Developing growth strategies is the key focus for Abhijeet.