Salesforce, Uncategorised
15 January 2026
Practical tips to turn your Salesforce investment into real business value
A new year brings new goals, new priorities, and often… the same old Salesforce challenges.
Salesforce might be live, but is it truly being used?
Are teams confident, consistent, and getting value from it every day?
As we head into 2026, now is the perfect time to reset, refocus, and kickstart Salesforce adoption across your organisation.
Many organisations invest heavily in Salesforce but see limited ROI because adoption stalls after go-live.
Common signs include:
The good news? These issues are fixable with the right approach.
| Area | Strong Adoption | Poor Adoption |
|---|---|---|
| Daily Usage | Salesforce is the primary system | Teams work outside the platform |
| Data Quality | Accurate, trusted, up to date | Incomplete or outdated records |
| Processes | Automated, consistent workflows | Manual, inconsistent processes |
| Reporting | Dashboards drive decisions | Reports are ignored |
| Confidence | Users feel supported | Users feel frustrated |
If you’re closer to the right-hand column, 2026 is your opportunity to change that.
1. Start with a Salesforce Health Check – Before adding new features, understand what’s already working and what isn’t.
2. Reconnect Salesforce to real user roles – Salesforce shouldn’t feel generic
3. Make training ongoing – One training session isn’t enough.
4. Use automation to drive behaviour – The fastest way to increase adoption?
5. Treat adoption as an ongoing programme – Salesforce adoption isn’t a project, it’s a habit.
