Boost Your Salesforce Experience: Dive Deep with User Shadowing!
Want to supercharge your Salesforce adoption and enhance the user experience? Dive into the world of your end-users! 🚀
Here's Your Action Plan:
Identify Your User Groups: Remember those user groups you spotted last week? Like the SDRs, Sales, or Customer Success teams? Time to zoom in! Pick 2-3 users from each group to start. (Check out last week's newsletter/blog here)
Reach Out to the Leaders: Draft a friendly note to the team leaders. Something like:
Hey [Team Leader's Name],
I'm on a mission to make Salesforce even better for our team. Could I borrow 20-30 minutes of a couple of your team members' time over the next month? I'd love to see how they're using Salesforce. Here's a list of potential participants from your team. [Insert list] Let me know who's up for it, and I'll handle the rest!Schedule & Prep: Once you've got your list, set up those sessions. Let the users know you're there to learn and enhance their Salesforce journey.
Shadowing Session: Hit record and dive in! Ask them to walk you through their Salesforce day. Remember, it's all about observing now - solutions come later.
Keep Leaders in the Loop: A quick update to the team leaders post-session can go a long way. Share an interesting observation, but keep those solution cards close to your chest for now.
Spot the Quick Wins: After your shadowing sessions, list down those easy fixes. Anything that takes less than 3-5 hours to tweak? That's your gold!
Get the Green Light: Discuss your quick wins with your manager. Once approved, present them to the user group leaders and their teams.
Make the Magic Happen: With the go-ahead, configure those changes.
Celebrate & Share: Roll out the improvements and share the good news with your users. Let's celebrate those wins together! 🎉
