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The power of dashboards is that the information about how your business is running is at your fingertips. You don’t have to compile tons and tons of data and spend hours and hours tallying up totals to see how your business is doing. Dashboards allow you to see clearly what’s working and what isn’t.
A great example of this was when I was presenting to high level management on Salesforce.com. After reviewing the functionality, I showed how dashboards allow users and managers to see quality reports of real time data. One of the executives stopped me and pointed out that, for the month we were looking at, cancellations exceeded sales up to that point. I remember thinking that this executive has no idea how to use Salesforce.com, but already gained insight as to a trouble area and would be able to dig deep into the problem with just a few clicks of a button. How powerful is that?!?!
I am opening this up to discussion. What do you think is the best way to drive adoption in Salesforce.com and why?
- Training?
- Data Quality?
- Ease of Use?
- Required Use for Compensation?
You tell me…
This might seem like a strong statement to make, but it is a great way to drive adoption. This mentality of only recognizing the data that is in salesforce.com as accurate information forces the users to use the system. This is a good method to use as a stick approach.

If you have tried adoptions contests, training and retraining or enthusiastic encouragement and none of it seems to be working, then it is time to move on to the stick. Talk to your sales managers and directors and help them realize how powerful salesforce.com can be to them with accurate data. Then help them to start using the phrase “If it’s not in salesforce, it didn’t happen.”

Do you or your users have a long list of folders in Outlook for storing emails? Is it hard to search for/find the email you need? Is it tedious to have to look in Outlook and in salesforce.com for your emails and sales history? Do you wish you had one place where all of the information could be stored?

Are you looking for a quick and easy way to increase adoption? Enter Dashboards!
Dashboards are the most visual and fun part of salesforce.com. End users love the way they can see their data immediately represented in colorful and graphical form. They are excited to use the system knowing that their information will change the dashboard’s graphs and metrics in real time for their managers to see.

