Go Live
When you’re ready to flip the switch and go live, send an email to the company congratulating everyone on your project team, as well as the users who attended the training. Include the training guide, if you created one. Remind everyone that Salesforce CRM is the system of record from this point forward and that you're available for questions or follow-up training, if necessary.
Once Salesforce CRM is live, your primary goal is to increase usage. You’ll obviously keep a close eye on log-in rates, but high rates don't necessarily mean the user community is using the application to its full potential. Here are some questions to ask:
- Are your users using the application consistently?
- Is use sporadic?
- Do you notice a spike in use after training that then falls dramatically 3 – 4 weeks later?
- Are your users engaging in "quantity" activities (e.g., as measured by number of Opportunities created) as well as "quality" activities (e.g., pipeline velocity)?
A great resource for tracking all these metrics is the Adoption Dashboard. It's available for free on the Force.com AppExchange and it can help determine what indicators you want to measure when it comes to adoption. For more information about increasing adoption, see the topic Drive Adoption.
