benefits of kcs adoption in salesforce. The newly launched Salesforce app will help you to unlock real-time service and sales data to make better, faster and smarter decisions. benefits of kcs adoption in salesforce

 
The newly launched Salesforce app will help you to unlock real-time service and sales data to make better, faster and smarter decisionsbenefits of kcs adoption in salesforce  Reduced support channels E

The first thing to do is to show the sales team the business and personal benefits of adopting Salesforce. 3. And, before embracing knowledge. A huge number of agents, making training and. Join us to hear from Greg Oxton, Executive Director for the Consortium for Service Innovation and Apollo Education Group as they share the dramatic impact Knowledge Centered Support (KCS) has on your bottom line through self-service and call deflection, all. Create a shared vocabulary. A recent survey at Cloud Kicks (CK) shows a decrease in customer satisfaction due to the length of time it takes to resolve cases. 70% enhanced time to proficiency. Combine your current process with the KCS best practices. The more information you have about your target market and your competitors, the better you are able to provide the right. Take a look at the KCS process and think about whether you want to make any. Visual content is processed much faster and easier than text. 7/5. What are three values of KCS to the organization? They are realized at different points in time along the KCS journey. Measure Key Salesforce Adoption Metrics. Salesforce adoption is not easy, so a proper strategy is required to get the required result. It is important to have the right people to meet your goals. This solution facilitates the work of sales teams, increasing productivity through centralized management of. Salesforce, Inc. Next up, determine which process you will follow. Digital revolution transforms the way companies do business, add value and engage with their customers. You need a successful implementation to reap all the benefits of knowledge-centered service. KCS principles put knowledge creation activities into the hands of the knowledge worker — the one who knows the answer. Be sure to make it worth their time and make KCS part of their core workflow. Reduced support channels E. It opens the door to automation, which accelerates development and release cycles to allow Salesforce teams to build, test and ship code and configuration faster. 3. Provide ongoing support and resources to users, including access to training materials, FAQs, and a responsive support team. B. Click Save. Data insights add the most value when you can act on the insights within the flow of your work. Planning time and budget. KCS v6 Aligned Tools complement or enable a KCS Practice. While the UX (user experience) and UI (user interface) are. ‍KCS empowers everyone in the organization to share collective responsibility for maintaining the knowledge base and informs how people in the organization solve problems. Increased call. Alation’s KCS journey is valuable to companies starting their KCS journey as well as those trying to improve their existing KCS program. Track lead conversion. Before Salesforce CRM (Customer Relation Management) was done manually on excel sheets which were not effective in case of a large amount of data. Route to agents with the most capacity to take on new work. By including them in the process, the transition to Salesforce becomes an exciting endeavor rather than a daunting task. Salesforce Service Cloud and Knowledge are KCS v6-Verified. Design and implement the service cloud solutions that help you meet your business requirements and contribute to long term business success. RightAnswers is the complete connected knowledge management solution that uses AI and machine learning to improve the user and customer experience by enabling organizations to create a trusted knowledge sharing culture. Increased call routing accuracy C. The Coach must have a profound knowledge of the KCS principles and processes as well as strong communication and influence skills. Knowledge lies at the heart of every service desk. Salesforce adoption measures the extent to which users have incorporated Salesforce into their day-to-day tasks. Most people think Salesforce becomes essential when there are more active users, so they focus on driving usage through tangible adoption. Join us. The challenges of KCS. When done right, it integrates development and operations teams and offers numerous benefits, including better collaboration, faster release cycles and. Create a Customer Community; B. Determine how your content will be updated and remain relevant to maintain trust scores and reduce escalation rates. Salesforce user adoption is the simple act of enabling users to use SFDC’s full CRM capabilities by creating strategies around onboarding, training, and continued development to drive better user experience. The simple way of describing KCS is that it allows. It mandates that the onus of knowledge. Benefits of Learning Salesforce in 2023. Increased call deflection B. Increased call deflection B. • A service leader who is engaged and committed to a successful outcome. Identify the best time to address your company’s adoption. With instant access to vital information, they can solve customer problems in a heartbeat. Track lead generation. With SFA, sales representatives can dedicate more time to sell instead of carrying out administrative tasks. Companies treat knowledge as a business asset. configuring Salesforce Knowledge to optimize KCS benefits, and take the certification exam - all in a single, two-day workshop. It evaluates the dynamics and effectiveness of the team in closing deals which, without a doubt, is a high-value metric. Develop a knowledge base of the collective experience to-date. This keeps the resolution time to a minimum. Simplified collaboration. The four components of a strategic framework for KCS are: Identifying the business objectives (the what) The approach (the how) The measurements for each approach, and. A. , whether they're looking for solutions to particular problems). 1. Involving your sales team in the decision-making process assures that you’ll end up with a product that mutually benefits both the management and selling side of things. He has managed the KCS adoption within his support organization and been influential with product management for the ServiceCenter product in promoting KCS functionality and the KCS Verified program. Enhance Service Cloud with Lightning Knowledge. Content fine-tuning is a continuous part of KCS. Yes, it sounds a lot like herding cats. Enable the Knowledge sidebar setting in the case support settings. Let’s look at four ways Salesforce-native analytics benefit the business, the IT teams implementing advanced analytics, and the customer-facing employees using them. While the basic concepts are quite simple, adoption of the methodology is not. Use a docked prompt for content that you want to remain on screen, such as step-by-step instructions or an image or short video that users can follow. B . You need a successful implementation to reap all the benefits of knowledge-centered service. While it provides a step-by-step approach for planning a KCS adoption, it is not intended to be "the only. The stakeholder benefits will be realized at three levels as the KCS practices become mature: Direct —operational improvements that are near term (3-9 months) Applied —new ways of delivering service and support enabled by KCS—for example, using knowledge that is created to power web-based self-service (6-18 months) Leveraged. She discovers solutions that provide exactly what she’s looking for. Introduction of. Appointment of a Salesforce executive sponsor. Understand the timing of benefits. Kcloud Technologies +1 (619)798-6682; contact. Further, the applicant will receive license to use the KCS service mark and be able to use the KCS. Stay up to speed. This supplements the Getting Started: Service Cloud: KCS in Lightning session. Reduced issue resolution time " Study with Quizlet and memorize flashcards containing terms like Universal Containers in implementing the Salesforce Service Cloud. Which three benefits can be expected from KCS adoption? Choose 3 answers A. 2- Work team. Salesforce-specific standards will enable impacted users to be ready, willing, and able to adopt Salesforce. 4 KCS allows organizations to capitalize on oneChoose 2 answers. Requiring the use of tools like Salesforce CPQ for deal approvals. A case analysis shows many similar cases that can be solved quickly with the same set of steps. Without knowledge centered support methodology, not only does. Universal Containers is considering a Knowledge-Centered Support (KCS) implementation. Knowledge-Centered Service® (KCS) is a methodology that provides businesses with a strategy to best solve problems using knowledge. Migrate closed cases with milestones and entitlements C. Understand the concerns of each of the individuals based on their role. Integrating use of the knowledge base into the knowledge workers' workflow is a Core Concept of KCS. The most important benefits of CPQ software, however, are the proven increase in revenues and decrease in costs. RightAnswers is the complete connected knowledge management solution that uses AI and machine learning to improve the user and customer experience by enabling organizations to create a trusted knowledge sharing culture. Salesforce Certified Service Cloud Consultants are interested in demonstrating their expertise as cloud computing implem entation consultants; with a specialty in the contact center domain. Pro Tip from the Benefits Team: Salesforce provides resources to help you navigate parenthood from pre-birth/adoption through age 12. The same study found a 20-30% increase in employee retention and a 20-40% improvement in employee job satisfaction among customer support employees using the KCS methodology. Show up in time for the new sale. In order to fully understand the opportunity that awaits you, we are going to highlight the top 4 benefits of integrating Salesforce communities into your business. Knowledge-Centered Service (KCS) is a methodology for creating, managing, and improving knowledge within a service organization. The KCS® v6 Adoption & Transformation Guide is the accumulation of over twenty years of adoption experiences by KCS Certified Trainers and the staff of the Consortium for Service Innovation. Salesforce for Outlook; D. The image below explains how you can keep an eye on each of these with a balanced scorecard. Article permission sets allow agents to participate in the article publishing process", "1/3 Universal Containers is considering a Knowledge-Centered Support (KCS) implementation. Article permission sets allow agents to participate in the article publishing process", "1/3 Universal Containers is considering a Knowledge-Centered Support (KCS) implementation. A CRM gives organizations the tools to streamline their operations, keep. With instant access to vital information, they can solve customer problems in a heartbeat. Options: A. That means crucial sales information is saved right where they need it. Here’s how: 1. The benefits of KCS are compelling. Official list of employee benefits from Salesforce. If, as part of our workflow, we can reuse, improve, and (if it doesn't exist) create knowledge that is available to the entire organization, we can make gains in our operational efficiency, increase success with self-service, and improve our. After researching the data, the Salesforce Administrator has identified hundreds of cases that are closed, but still owned by a queue. B. This module describes how Maria and. 10 Tips for KCS Success with Salesforce Identify Your KCS Team and Roles Setup Article Confidence and Governance Structure your content, but don’t go overboard Don’t bury. In this guide, we have attempted to capture the best we know to date on the techniques for embracing the core practices that make up KCS. 7 Keep Your Data Organized. Drag KCS Role and KCS Coach into the KCS section. e. 1 @2007 Consortium for Service Innovation Right to use with Attribution Abstract Successful adoption of the Knowledge‐Centered Support (KCS SM) methodology offers profound benefits for any information‐intensive service or support organization. Which two benefits can be expected from KCS adoption? Choose 2 answers. Review cost benefit analysis and baseline measures. Universal Containers is considering a Knowledge-Centered Support (KCS) implementation. - seeks to reuse, improve, and create knowledge in the support service delivery process. Training your team is the most important element of your user adoption process. "Universal Containers is considering a Knowledge-Centered Support (KCS) implementation. Dave’s KCS adoption experiences have made concrete contributions to the evolution of the KCS methodology. B . Topic #: 1. Share. Onboard every new employee — not just your sales reps — with an in-person or virtual product bootcamp to ensure they know your products inside and out. After initial training, every TSE was required to create one article within two days of the course so we could assess how much had been learned. Technique 2. One of the key pieces of the plan is to configure Lightning Knowledge to support agents when Ursa Major adopts KCS methodology. stored in it and use it anywhere, anytime when needed. Request a demo Request a Meeting. This automation can help to speed up the release cycle and improve the reliability of releases. Reduced support channels E. Universal Containers is considering a Knowledge-Centered Support (KCS) implementation. When the organization is preparing to adopt KCS, a KCS adoption team must have a common understanding of the methodology and the implementation challenges. Limitations With Salesforce In-App Guidance. By Sofia Delpueche on May 31, 2023. SMAC refers to social, mobile, analytics, and cloud, and Salesforce comes with all of them. Which two benefits can be expected from KCS adoption? Choose 2 answers. The coach should guide agents in improving the KCS practices, processes, and tools to enhance the organization’s knowledge management capabilities. Provide coach training that develops influence skills and an understanding of the. The campaign included posters, games, and team-building activities. KCS Benefits and Organizational Measures 3 | Page v1. Report. KCS can reduce the workload of customer support teams by empowering customers to find answers on their own. Poor user adoption is one of the main challenges companies face after implementing Salesforce. Cloud-based: Accessible from anywhere, with automatic. High performing for dependable interactions. Increased call routing accuracy D. Some of the benefits offered by the AppExchange partner program, according to each category, can be: Design and develop. Let’s take a look. 2: Seek to Understand What We Collectively Know. Custom View Settings. Twitter. Benefits of KCS. Ultimately, an efficient company can better serve its customers — that’s the greatest benefit of CRM software. Our knowledge base philosophy is to solve once, and use often. Post on 19-Oct-2014. The ‘project plan’ for the adoption. By tracking all communication with the customers, CRM helps sales people to know exactly when customers need to be contacted; for example, for product replacement, contract renewal, or for an upsell to a new product or service. In this Flow example, design and test the automation that sends a user’s information from Salesforce to the. Aug 16, 2023. Anticipated to be accretive to CN’s Adjusted Diluted EPS 1 in the first full year following CN assuming control of KCS. This ensures that they not only adopt Salesforce, but that they do. Simplified collaboration. C. Question 1. Reporting for Accountability and Success. It’s the marketplace for all things Salesforce, including apps, Lightning components, and more. Reduced issue resolution time D. Effective Salesforce training fosters user adoption by helping employees understand the value and benefits of the platform. 3- Client Proposals: Consultants can take advantage of ChatGBT and use it to write the first draft of a client proposal. 1. User adoption issues in Salesforce can arise for a variety of different reasons. Optimized use of resources B. In the case of Salesforce Lightning, though, the benefits of adoption far outweigh the costs. 7. Adoption is a life-changing experience that can have an incredible impact on everyone involved in the process. Explain the benefits of having high adoption. 2- Configuration: For a Salesforce administrator, ChatGPT can be an indispensable ally to expedite the configuration of the specific CRM solution in an organization. While the benefits vary by department or industry, six benefits of CRM platforms that affect every user include: Trustworthy reporting. Salesforce service cloud is always aligned and updated with the latest technologies. Adopting KCS involves changing the entire culture and mindset of an institution. If marketers don’t know how to use the. A knowledge article life cycle that is implemented correctly the first time and does not need to change KCS coaches conducted training with the Wave 1 TSEs, who were selected because of their enthusiasm and understanding of the benefits of KCS. Communication Plan Guidance – Sample list of FAQs for your communications plan. Salesforce Inbox enhances the email experience and increases productivity and efficiency when it comes to communicating with customers. 2: Complete Thoughts Not Complete Sentences. By following these steps, you can position your team for success and garner stakeholder support for AI adoption. 30 – 50% rise in the first contact resolution. Recognize the key trends, relevant. 30 – 50% rise in the first contact resolution. . Many previous studies reported the potential benefits of cloud computing and proposed different models or frameworks in an attempt to improve health care service [28-35]. Last updated. "1/3 Universal Containers is considering a Knowledge-Centered Support (KCS) implementation. » Product Managers and Architects for technology and tools that enable the KCS practices Learner Objectives » Understand the underlying beliefs and values of KCS and how they contribute to the process and the benefits » Get deep insights into the benefits of KCS and how they affect the organization » Learn the techniques for creating. Sales Reps have better visibility into their accounts. Salesforce benefits include: Comprehensive CRM: Salesforce offers a complete customer relationship management platform to track interactions, sales, and marketing. Reduced issue resolution time" Salesforce Knowledge makes self-service better and reduces customer effort. At a recent KCS in Action session, Kendall Brenneise and Dave Thomas, Senior Managers in the Digital Services Team at F5, shared the process they went. Determine how your content will be updated and remain relevant to maintain trust scores and reduce escalation rates. The survey took place online. 1. Build the foundation for your success with help from our Implementation Architects. At first, Ursa Major intended to provide training and go. That means Salesforce has undergone a rigorous certification process to make sure that it supports everything an organization requires to implement KCS methodology. It is a framework for collecting, structuring, reusing, and improving knowledge consistently to leverage it for maximizing support outcomes. There is a standard process for KCS, but that doesn’t mean that you have to follow that process to the letter. Knowledge-Centered Support is a methodology for collecting, organizing, and distributing support content to your customers. D. Building a service desk around knowledge will free your help desk agents from having to answer the same set of questions day after day. C. Hide or remove unused data fields. Education Cloud offers educational institutions technologies and applications that allow them to fully exploit the most popular Salesforce products according to their specific needs. Knowledge-centered service is the continuous generation of demand-driven and self-improving knowledge by many as a by-product of solving customer issues. Kcloud Salesforce Partner specialize in helping organizations maximize the benefits of Salesforce products and services. Benefits of KCS. Faced with these challenges, we need to understand the greatest forces at play – adoption, productivity, and data quality. We answer some basic questions about what Salesforce does, what Salesforce CRM software is used for, and how Salesforce works. Create an API Destination and Connection in EventBridge. Present the KCS methodology in the context of the business challenges it solves; Be demand driven when seeding knowledge; In an HR context, focus on. KCS Roles and Competencies – A description of competencies for the KCS roles: Candidate, Contributor, Publisher, Coach, Knowledge Domain Expert/KDE. Which benefit can be expected from KCS adoption? Choose 3 answers: Optimized use of resources Reduced issue resolution time Increased call routing accuracy Increased call deflection Reduced support ChannelsStatus and Adoption of Cloud Computing in Health Care. When we talk about Salesforce adoption, it means a company (your company) has Salesforce, and someone (you) wants to make sure the end users (your sales reps) use it. Alignment with an Account-Based Marketing (ABM) approach. 3. It enables you to provide the right answers to the right people at the right time through a centralized knowledge repository that powers all your support channels. D. The Aligned KCS Coach Development Workshop helps coaches learn the skills they need to encourage, inspire, and support change. 4. Increasing KCS adoption by gaining buy-in from Engineers; Improving Article Quality and workflow adherence via a new KCS Coach program; Reducing. The KCS® methodology is a registered service mark of the Consortium for Service Innovation. And, before embracing knowledge-centered service (KCS), it was something that lived entirely in th. While using the benefits of version control for handling Salesforce metadata isn’t new, it was only with the arrival of Salesforce DX, scratch orgs, and second-generation managed. Agent adoption rates for creating new knowledge is low. Access to the AppExchange Marketing Program (AMP). Define Objectives and Goals: Before implementing Salesforce, it’s crucial to clearly define your objectives and goals with proper Salesforce implementation strategy. Recognized for its innovative digital adoption platform, Whatfix integrates seamlessly with Salesforce, providing an intuitive and user-friendly way to guide and engage users. Increased call routing accuracy C. Reduced support channels E. 2. On-Demand Email-to-Case; Answer: B . Consequently, it affects user experience and the company. Salesforce in-app guidance is tremendously helpful, however, there are a few challenges that need to be addressed. Contact Salesforce to send a report on article efficacy. Make it FUN. Currently, when a flag is created, we’re directing users to submit the suggestion to the article author. When KCS works, the benefits in productivity, customer experience, and team happiness all create a winning business case. Call us at 1-800-667-6389. And like with any. May the (Sales)force Be with You. Workers are of two minds when it comes to generative AI, Salesforce research reveals. Salesforce Tower, 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States. Outreach is compatible with Salesforce Aloha and Lightning. Hiring Salesforce Service Cloud Consultants will help you-. The two-day KCS Practices v5 workshop includes: Training on the KCS practices and techniques and KCS adoption best practices Configuration tips to set up Salesforce Knowledge to optimize KCS benefits A copy of the KCS. Enable Omni channel in setup. The ideal approach to creating an adoption strategy for Salesforce is to start it at the very first point. ” The benefits of CPQ software include formalizing rules and pricing, establishing standardization across the company, increasing companywide efficiency, and more. Learning Salesforce is way more engaging, not to mention more exciting, when a healthy dose of competition and gamification are thrown into the mix. 2% annually. This all increases your chances of closing a sale. At Salesforce, we are committed to advancing gender equality in the workplace. Digital revolution transforms the way companies do business, add value and engage with. Paid volunteer time. - people and processes first, enabled by technology. The best tech writers partner with project, product, marketing, engineering, and customer support teams to create strategies and content that help customers and internal teams succeed. Design your training strategy. Streamline Salesforce Training and Adoption. This way workers can capture the context and intent of the requestor. The KCS v6 Adoption Guide suggests that 90% of what is known internally, and usable by the customer, should be published to self-service at the time we know it (at or before case closure). November 8, 2022 – 9:00 am – 10:00 am Pacific Standard Time. Managerial efforts. 2. 10 Tactics to Improve Salesforce Adoption. 2 Dedicate Enough Time For Training. Requiring the use of tools like Salesforce CPQ for deal approvals. CK has already enabled Knowledge Management. The qualitative and quantifiable benefits of KCS principles are as follows: Optimize Usage of Resources. The Salesforce State of Sales reports found that connecting with customers requires a. A. 6. ISV developer tools. Paid sick days. Choosing the best sequence of implementation stages. DAPs can help with compliance through structured information collection, process transparency, and self-generating audit. A knowledge article life cycle that is implemented correctly the first time and does not need to change. Consortium Member companies have demonstrated a strong, direct correlation between the amount of time spent coaching and the benefits. Three out of five workers (61%) currently use or plan to use. The adoption of KCS inevitably changes the nature of interaction. Telling and showing your employees why you’re making such a big change will help get them on board. Increased call routing accuracy C. Which three benefits can be expected from KCS adoption? Choose 3 answersA . Develop a knowledge base of collective experience to date. A. The deliverables from the KCS Design Session include: Strategic Framework – Describes how the benefits of KCS align with or contribute to the company’s high-level goals and objectives. Recognize, reward, and repeat: Recognize and reward your employees’ achievements during the Salesforce adoption process. Which three benefits can be expected from KCS adoption? Choose 3 answers A. No supporting materials are allowed. Question #: 64. -A knowledge article life cycle that is implemented correctly the first time and does not need to change. Step 3: Design your KCS process. We have found that organizations that embrace a formal change management methodology like Kotter or ADKAR tend to do well with their KCS adoption. (opens in new window) Format and Pricing: $650 proctored exam of about 36 fill-in-the-blank questions with a 90 minute time limit. Capture, Reuse, and Improve Knowledge with Each Case – The KCS methodology benefits organizations that want to reduce costs, speed case resolution, elevate agent productivity while reducing turnover, and identify new sales opportunities resulting from support interactions. C . Increased call deflection B. Reduced issue resolution time D. 4. A good digital adoption platform is the perfect solution for making your entire software stack business process compliant. Companies that use KCS methodology find that it provides many benefits. KCS principles put knowledge creation activities into the hands of the knowledge worker — the one who knows the answer. Create a Channel for a Custom Platform Event. workshop you will receive training on KCS, best practices for adoptions, tips on configuring Salesforce Knowledge to optimize KCS benefits, and take the certification exam - all in. A knowledge article life cycle that is implemented correctly the first time and does not need to change B . 22. Full digital adoption, or learning to use Salesforce to its maximum potential, can greatly boost the. If achieved, the KCS v6 Aligned designation will let potential clients know that your tool or service contributes to the implementation, adoption, and long term success of KCS v6 best practices. There is a standard process for KCS, but that doesn’t mean that you have to follow that process to the letter. Since knowledge creation and dissemination form an integral part of KCS, creating and sharing articles that directly answer customer queries becomes a piece of cake. He has managed the KCS adoption within his support organization and been influential with product management for the ServiceCenter product in promoting KCS functionality and the KCS Verified program. It’s not in doubt that Knowledge-Centered Service is a valuable way to approach your customer support operations. Through this workshop you will receive training on KCS, best practices for adoptions, tips on configuring Salesforce Knowledge to optimize KCS benefits, and take the certification exam - all in a single, two. Thoughts on taxonomy,. Download; Facebook. Simplus. Click Save. Proactive service. Take into consideration the skills and size of your work team. Scalable and Flexible: Salesforce adapts to businesses of all sizes and can be customized to specific needs. Differences Between Manual and Automation Testing. Universal Containers wants to implement best practices for its customer support teams and has decided to follow a Knowledge -Centered Support (KCS) methodology. Increased call deflection C. Higher Earning PotentialKCS Measurement Matters The Benefits and Organizational Measures of Knowledge-Centered SupportKCS is a proven methodology based on 4 principles and 10 core concepts. Visualized data is processed faster. It is always the manager’s right attitude and leading by example that prove to eliminate user. The KCS v6 Adoption Guide is now the KCS v6 Adoption & Transformation Guide! Join the team who worked on the updates for a discussion about what’s new and why it’s important. A . 3: Searching is Creating. A. If you haven’t heard of Knowledge-Centered Service, then you might have heard of its previous name – Knowledge-Centered Support. Reduced first contact resolution. Salesforce Service Cloud and Knowledge are KCS v6-Verified. DevOps can help organizations automate many of the manual processes involved in Salesforce development, testing, and deployment. 2. To make such gains possible for our clients, we at ScienceSoft follow the 6-step approach to Salesforce implementation, which consists of: Considering different strategies. Docked prompts are great when users need to refer to content while exploring a feature on their own. Development environment: Angular and React are used to develop the frontend of a mobile or web application. Content Generation: Generative AI can analyze customer messages, extract relevant details, and generate human-like replies to customer questions, improving response times and overall customer satisfaction. Event Relay Considerations. 3- Ongoing training: Salesforce adoption by the sales team will not take a day but it does require adequate and ongoing training. Current Employee. KCS is taking the customer service world by storm. DevOps is growing in popularity in the Salesforce ecosystem, but for many teams it’s still a new concept. KCS Adoption Guide 2012 Consortium for Service Innovation 2 Table of Contents Introduction. A company has implemented Salesforce Service Cloud. Which three benefits can be expected from KCS adoption? Choose 3 answers A. Increased call routing accuracy C. Ask us what CRM can do for you. The company has more than 150,000 customers, and more than 20% of the overall CRM market. 7) Boosting user adoption. Send out a monthly survey to customers requesting feedback.