3 Risks to Salesforce Adoption
Customers Not Familiar With Salesforce
- Customers “don’t know what they don’t know” about Salesforce possibilities, needing guidance from specialists to unlock value.
- Lack of prescriptive hand-holding / best practices guidance to lead customers up the adoption curve

Internal Salesforce Admin Skillset Not Available
- In-house Salesforce Admin not available or affordable for day to day enhancements.
- Internal resources managing Salesforce may not have sufficient skills or bandwidth.
Lack of Iterative, On-Going Advisory Nurturing
- Typical “one-and-done” approaches to projects leave clients on their own after go-live to deal with initial adoption hurdles.
- Clients unaware of new enhancements from Salesforce cannot benefit from them, affecting the value derived from their Salesforce investment
3 Teams to Accelerate Salesforce Adoption
Prescriptive Guidance from Salesforce Specialists
- Consultative specialists proactively steer your Salesforce design, drawing on their experience to suggest solutions and provide tips for success.
- Solutions tailored to your business, aligning your deployment with Salesforce best practices and user adoption recommendations.

Experienced, Affordable, Pay-as-you-go Availability
- Day to day Salesforce Administration needs met at a fraction of the cost of an FTE with access to pooled resources.
- Free up your team’s time to focus on business objectives, with accelerated utilization of Salesforce.
On-Demand Strategic Brainstorming
- Continue your Salesforce journey past “Phase 1” with ongoing advisory help to accelerate user adoption with continuous enhancements.
- Maximize the ROI from investment in Salesforce, benefitting from new releases.
- Executive level brainstorming and planning for new technology initiatives.
OnStaff Customers






Clients can leverage the OnStaff Plan to:
OnStaff Salesforce Team Profiles
Administrator
- Minimum 1 year experience
- Declarative configuration specialist
- Typical Salesforce Certifications:
o Certified Administrator
o Certified Pardot Specialist
o Certified Platform App Developer - Performs day to day admin tasks including custom fields, reports, dashboards, routine data imports and other routine tasks.
Consultant
- 2-3 years experience
- Domain Specialist (for specific areas, e.g. Pardot, CPQ, Communities, Marketing Cloud)
- Typical Salesforce Certifications:
o Sales / Service Cloud / Pardot Consultant
o Certified Platform Developer 1
o Certified Community Consultant - Delivers advanced requests including custom objects, process automation, research for new apps and custom development / programming as well as answering “how-to” questions and best practices advice.
Architect/ Advisor
- 8-10+ years consulting experience
- Business Process / Analysis Skills
- Integration Architecture and Design experience
- 5+ Salesforce Certifications
- Strategic advisor offering advanced business process mapping, solution design, and consultative guidance, design integrations to 3rd party systems and executive level technology planning and brainstorming workshops.

START A CONVERSATION
Whether you are new to Salesforce and contemplating your technology roadmap, or a current Salesforce customer looking to get more mileage out of your existing investment, our 50+ years of experience with Salesforce's platform can help identify and mitigate risks to a successful implementation and accelerate adoption for your team.