Tool 01
Building the Right Team
Diagnose your governance, roles and skills. Map the Salesforce team you need — from Executive Sponsor to Champion — and decide where to upskill, contract or hire.
Clearpath Methodology
The Clearpath Methodology©
Our proprietary, people-centred framework for driving Salesforce adoption — refined across hundreds of real implementations and delivered through a full suite of consulting, training and talent services.
Introducing the framework
The Clearpath Methodology© — a Clear Path to Adoption.
Originally designed in 2013, the Clearpath Methodology© is our proprietary change management framework, built specifically for the human side of Salesforce transformation. It gives leaders, project teams and end-users a structured, repeatable path from first analysis to embedded behaviour change — combining evidence-based change theory with practical experience from real Salesforce programmes.
Four phases. Eight pillars. One clear path to adoption that de-risks your investment and puts people at the centre of the change.
Why managing change matters
Technology doesn't fail. People are left behind.
Salesforce delivers when your people adopt it. When change is treated as an afterthought, even the best-built org stalls — the licences get paid for, but the value never lands.
70%
of large-scale transformations fail to meet their objectives — most fall down on the people side, not the technology.
Source: McKinsey & Company, 201950–70%
of CRM implementations are reported to fail across multiple studies — typically due to poor adoption, not the platform itself.
Source: Gartner, cited across CRM research7×
more likely to meet or exceed project objectives when excellent change management is applied alongside the build.
Source: Prosci Best Practices in Change ManagementManaging change well isn't a soft, optional layer on top of the build. It's the discipline that protects your ROI, accelerates time-to-value and turns Salesforce from a system your team tolerates into a tool they actively rely on.
The methodology
4 phases · 8 pillars · one Clear Path to Adoption.
A structured, people-centred framework for driving Salesforce adoption — from first analysis to lasting change.
Phase 01
Analyse
Rationale
Understand the business case and the 'why' behind the change.
Readiness
Assess how prepared your organisation and people are for change.
Phase 02
Plan
Approach
Choose the right change management approach for your culture and context.
Team
Build the right internal team with clear roles to drive adoption.
Phase 03
Strategy
Lead
Engage and align leadership and key stakeholders behind the change.
Facilitate
Design the motivational and training strategy to engage users.
Phase 04
Change
Prepare
Prepare people through targeted communication, training and support.
Embed
Embed new behaviours and monitor adoption for long-term change.
Our suite of tools & services
Everything you need to deliver the framework — end to end.
Under the Clearpath Methodology© sits a full suite of tools and services we deliver for clients. Engage us for the whole programme, or plug us in where you need the deepest expertise.
Change Management Consulting
Stakeholder engagement, governance, readiness assessments and adoption strategy across all 8 pillars of the methodology.
Learn moreProject & Programme Management
PMO support, agile delivery and cross-functional leadership for Salesforce and digital transformation programmes.
Learn moreTraining & Enablement
Providing in-house technical teams with certified training in consultancy and technical skills, and curating end-user training to drive user adoption.
Learn moreTalent & Recruitment
Transformation consultants, Salesforce professionals and an associate talent network to power your programme.
Learn moreEach service is delivered against the same underlying methodology — so consulting, training and talent all pull in the same direction, using the same language and diagnostics.
Free downloadable toolkit
A sample of the methodology — five practical tools, on us.
Inside the Clearpath Methodology© sits a much wider library of diagnostics, templates and playbooks. To give you a taste, we've packaged five of the most requested tools into a free branded PDF — everything you need to start pressure-testing adoption on your own Salesforce programme today.
5 tools · methodology summary · ready to use
What's inside
Five tools you can apply straight away.
Each tool is evidence-based, field-tested and mapped to a phase of the methodology — designed to give you an honest read on where adoption will make or break your programme.
Tool 02
Assessing Organisational Culture
Understand your organisation's structure and choose the change management approach most likely to succeed in your culture and context.
Tool 03
Risk Assessment for Adoption
Use the NLP Logical Levels framework to diagnose where resistance really lives — and intervene at the right level to unlock it.
Tool 04
Designing the Motivational Strategy
Apply four evidence-based strategies — behavioural, cognitive, psychodynamic and humanistic — to engage your people through the change.
Tool 05
The Gold Standard Training Strategy
Design a blended, role-based training programme aligned to VARK learning styles that builds confidence before, during and after go-live.
Grab your free copy
Stop guessing why Salesforce adoption stalls — start diagnosing it.
Download the Clearpath Toolkit and get all five practical tools in one branded PDF — the same diagnostics we use with clients to de-risk transformation, unlock resistance and turn Salesforce into a system your people actually rely on.
Free PDF · Instant access · No spam
Ready to embed change that actually sticks?
Book a discovery call with our transformation team. We'll help you assess readiness, identify risks and shape an adoption roadmap.
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