“Salesforce is slow. Salesforce is annoying.”
19 field notes on users avoid salesforce
Want to cut onboarding time? Clean your Salesforce
Every extra Tab, Field, Button, Component, Report, Flow and workaround is something new employees must learn or learn to ignore.
Read field note Users avoid Salesforce · 1 minYou wouldn't start cooking in a filthy kitchen
Counters piled with dishes, pans caked in grease, expired groceries hiding the salt. You'd lose your appetite before you touched the stove.
Read field note Users avoid Salesforce · 1 minYour Record Type Maze might be costing you $270k a year
Ten years of organic growth turns a clean contact center into a Record Type maze. Duplicates like "Customer Care - NEW" next to "Standard Support". Leftovers from dead projects. Record…
Read field note Users avoid Salesforce · 1 minWhat do you want your new sales rockstar to tell their friends after Day 1?
"It’s a mess. Their CRM looks like a 1980s cockpit. There are 15 buttons on one page and they told me 'don't click that one, it breaks the system.' It’s going to take me months just to…
Read field note Users avoid Salesforce · 1 minMake your horrible UX tolerable again with one simple trick!
Your users don’t hate Salesforce, they hate the absolute mess you are forcing them to work with (UX). You make them use page layouts are buried in 150 elements of clutter.
Read field note Users avoid Salesforce · 1 minLow Salesforce adoption?
Have you tried combining Org Cleanup, Change Management, and User Training?
Read field note Users avoid Salesforce · 1 minFriction isn't complicated to fix. It's just ignored
That extra seconds on a Case because of Page Layout with Fields nobody uses -> Clean the Page Layout!
Read field note Users avoid Salesforce · 1 minNobody wants to use your Account page
Have you ever actually looked at it? Despite all the Customer 360 talk, the Account is usually the worst record page in the entire org.
Read field note Users avoid Salesforce · 1 minAre you ashamed of your Salesforce Org?
Most people would be embarrassed to invite customers into a dirty office with broken chairs, trash everywhere and a small fire in the corner.
Read field note Users avoid Salesforce · 1 minWhen Did You Clean Up Your Data Last?
A simple question for every Salesforce platform owner: When was the last time you cleaned up your data?
Read field note Users avoid Salesforce · 1 minA messy Service Cloud (Agentforce Service) is Quietly Bleeding Your Service Budget!
Trust me, I can reduce your operational costs with pennies on the dollar and almost zero risk. How? By cleaning up your Service Cloud.
Read field note Users avoid Salesforce · 1 minNo wonder nobody wants to use your Salesforce, just look at your Opportunity
Open an Opportunity. Now try to change the Stage. That's it.
Read field note Users avoid Salesforce · 1 minImprove Service Center productivity -> Clean Salesforce
One of the biggest service center productivity opportunities is often sitting right in front of their agents all day: Salesforce.
Read field note Users avoid Salesforce · 1 min1) Help sales users sell more
OR 2) Help service agents close cases faster. That's all Cleanup should be doing!
Read field note Users avoid Salesforce · 1 minUseless Validation Rules delay is costing you $45,000 a year or more!
I’m talking about "ghost" Validation Rules buried deep inside your Salesforce Case object. Rules created years ago that don't even fire anymore. They literally do nothing.
Read field note Users avoid Salesforce · 2 minThe 5-Second Question That Slashes Page Layout Clutter by 75%
Most Orgs are carrying 50-70% more clutter on their Page Layouts than anyone actually needs, and the fix is an average User and a stopwatch. Ask a user "what's this for, when did you last…
Read field note Users avoid Salesforce · 1 minThat useless button might be costing you $55.000 a year
... and you haven't even thought about that button, didn't you?
Read field note Users avoid Salesforce · 2 minData hygiene matters more than you think (and it’s easier than you think)
No one wakes up excited to clean their Salesforce records. But ignoring it is costing you more than just storage fees.
Read field note Users avoid Salesforce · 1 minLow Salesforce adoption? Have you tried cleaning?
Sometimes that’s true, but often the problem is much more basic: The org simply feels messy. And after a while, people stop trusting the system.
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You don't need to fix everything. You need to fix the right things first. In 60 minutes we find them, and you leave with a score you can take into your next leadership meeting.