Bringing a new tool into your business is a lot like adopting a pet. It’s exciting, full of possibilities—but it takes more than just bringing them home. Without the right care, training, and integration into your daily routine, you might find yourself dealing with frustration rather than success.
At Cloud Journey Group, we don’t just implement Salesforce, Certinia, Avalara, Asperato, Box, and other business software solutions—we ensure they’re fully adopted, optimized, and set up for long-term success. Just like a new pet needs guidance and support to thrive in a new environment, your tech stack needs thoughtful onboarding and continuous reinforcement to become an integral part of your organization’s workflow.
Adoption Challenges: Why Just Implementing Software Isn’t Enough
Many companies assume that once a new system is live, teams will naturally start using it. But just like a new pet, business software tools need structure, support, and encouragement to thrive. Here’s where businesses often struggle with digital adoption:
Lack of User Buy-In – If teams don’t feel involved in the implementation process, they resist change.
Too Many Manual Workarounds – If the system isn’t intuitive, users create inefficient processes that limit ROI.
Overwhelming Training Gaps – Without proper onboarding, adoption stalls, leading to lost productivity.
Leadership Not Setting the Example – If managers don’t use the system, employees won’t either.
‘New Pet Syndrome’ – The excitement of new software fades quickly if there isn’t a clear strategy for adoption and integration.
How Cloud Journey Group Ensures Successful Business Software Adoption
A well-adopted system isn’t just installed—it’s nurtured. We guide businesses through every step of the software adoption process to ensure their tools integrate seamlessly into daily workflows:
Engage Users from Day One
Before go-live, we involve key stakeholders—just like introducing a new pet to its environment gradually. This creates early excitement and ownership, preventing resistance down the line.
Customize for Daily Operations
Every tool should fit seamlessly into how your teams work. We optimize Salesforce, Certinia, Avalara, Asperato, and Box to support real-world business processes, reducing friction and unnecessary complexity. Just like house-training a puppy, we ensure the right habits are built from the start.
Make Software Intuitive
A well-trained pet follows commands, and a well-adopted system should be just as intuitive. We focus on automation, reducing clicks, and ensuring users can get the most out of their tools with minimal effort. The easier it is to use, the less likely your team is to create inefficient workarounds that undermine adoption.
Lead by Example
Leadership buy-in is critical. If an executive adopts a new pet but ignores it, the household follows suit. The same goes for business software—leaders need to actively use and reinforce the importance of Salesforce, Certinia, and other systems.
Provide Continuous Training & Support
Adoption isn’t a one-time event—it’s an ongoing journey. We ensure your teams continue learning and optimizing their processes, so they don’t revert to old habits. Like reinforcing good behavior in a pet, regular guidance helps users stay engaged and confident.
Adoption Challenges Vary by Tool
Different platforms require different levels of onboarding and user adoption strategies. Here’s how Cloud Journey Group ensures successful implementation and adoption across a variety of business software tools:
Salesforce – Whether it’s Sales Cloud, Service Cloud, Field Service, or Revenue Cloud, each Salesforce product presents unique adoption challenges. Sales teams may struggle with CRM data entry, service teams may need to adjust to automated case handling, and finance teams may hesitate to trust AI-driven forecasting. We build role-based user journeys, automate redundant tasks, and ensure that leadership leverages Salesforce as a single source of truth to drive company-wide adoption.
Certinia PSA & ERP – Adoption challenges for Certinia solutions often stem from complex project management structures, financial workflows, and time tracking requirements. Professional services teams need user-friendly time entry and reporting tools, while finance teams require seamless invoicing and revenue recognition. We streamline workflows, reduce manual intervention, and ensure finance and project teams trust the system’s accuracy, helping drive long-term adoption.
Box – Cloud-based collaboration tools like Box require structured adoption to prevent disorganization. Without clear folder structures, access controls, and governance policies, users revert to old habits—such as saving files on local drives or emailing attachments. We help companies implement structured folder hierarchies, role-based permissions, and automation for document sharing, ensuring Box becomes the go-to document management solution.
Avalara – Tax automation should reduce manual work, not create more uncertainty. However, many finance teams hesitate to trust automated tax calculations, leading to unnecessary audits and manual overrides. We bridge this gap by providing clear validation processes, ongoing support, and integrations that ensure Avalara works seamlessly with ERP and billing systems, increasing trust and adoption.
Asperato – Payment processing must be seamless for both finance teams and customers. If payment workflows are cumbersome, businesses risk delays and errors. We configure Asperato to integrate seamlessly with Certinia Billing Central and Salesforce CPQ, ensuring payments are processed smoothly, securely, and with full visibility for accounting teams.
Multiple Software Solutions at Once – Implementing multiple business tools simultaneously can overwhelm users, leading to tech fatigue and resistance. It’s like adopting an entire litter of puppies—exciting but chaotic without structure. We sequence rollouts strategically, ensuring each tool is fully adopted before introducing the next, preventing change overload.
The ‘Crawl, Walk, Run’ Approach to Adoption
To prevent software adoption challenges, we recommend a phased approach to rolling out new systems—just like gradually training a new pet:
Crawl: Start with essential functionality that provides immediate value. Think of this as house-training—get the fundamentals right first.
Walk: Introduce automation and integrations once users are comfortable, much like teaching a pet new tricks after mastering the basics.
Run: Optimize for long-term success with advanced reporting, AI, and customizations. This is when everything clicks, and your team is working in sync with your business software stack.
This structured approach ensures that adoption is sustainable, rather than overwhelming teams with too much change at once.
Ready to Adopt with Confidence?
At Cloud Journey Group, we don’t just implement business software—we make sure it thrives in your organization. Whether you’re adopting Salesforce, Certinia, Avalara, or other solutions, we help you create an environment where your tech stack is well-trained and ready to support your business. Because at the end of the day, a happy, well-adopted system—like a well-trained pet—makes work so much easier.
Need help ensuring successful software adoption in your business? Contact Cloud Journey Group today to get started!
Comments