If you’re trying to use AI in your company, you may have heard the phrase “top-down adoption.” That just means starting with leadership. But what does that really look like?
At SOLVD, we help companies use AI in ways that make a real difference. Here’s how top-down adoption works in plain language.
Before using AI, you need to understand how your company runs day-to-day.
“You gotta know what your processes are,” — Evan Connell, Consulting Manager at SOLVD
This means looking at how tasks are done across teams — like sales, support, or customer service. If you don’t know what’s already happening, it’s hard to know where AI can help.
Once you know your process, look for tasks that AI can do for you. These are usually simple, repeatable tasks like sending emails or organizing data.
“Some tasks are low-hanging fruit — easy wins with big returns.” — Evan Connell, Consulting Manager at SOLVD
Start with the easy stuff. You’ll see results faster, and it helps build confidence.
For AI to work well, you need two things: clean data and a solid system to run things. If your information is messy, the AI can’t do its job well.
“Garbage in, garbage out.” — Evan Connell, Consulting Manager at SOLVD
And if your tools don’t connect — like Salesforce, Zapier, or Make.com — you won’t get the full benefit of automation.
Top-down adoption doesn’t mean doing everything at once. It means leaders start the process and help teams move forward, step by step. Fix one thing. Test it. Then move on to the next.
“If you can get that documentation in place, nice clean data, and a consistent automation platform… then so many options open themselves up.” — Evan Connell, Consulting Manager at SOLVD
Top-down AI adoption isn’t about doing more. It’s about doing the right things — faster and smarter. Start small. Stay focused. Build a strong foundation.
SOLVD helps companies grow by using Salesforce and AI to automate work. We’ll show you how to get started with a smart plan.
Let’s find the best first step for your business.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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