In this era of the technology-centric world where every now and then some new technology emerges, it becomes essential for companies to get acquainted with the ever-evolving world.
One of the most evolving technologies that updates, upgrades, and evolves are the Salesforce technology. Every year Salesforce comes with three updates.
It is an amazing advantage of Salesforce implementation. But sometimes, keeping up with the new trends and updates often overwhelms companies, and they end up getting confused on how to get the best out of Salesforce?
Are you also wondering how to get the most out of your Salesforce investment?
You have come to the right place. In this post, we will solve this dilemma of yours to help you understand the tips through which you can encourage your expert Salesforce professionals to optimally utilize Salesforce to its full potential.
Get The Best of Salesforce Investment – Pro Tips
Every business wants to lead in its industry, build a strong relationship with clients, offer customer-centric services, convert opportunities to leads rapidly, and get a 360-degree customer and business view.
But the question is how?
The answer to all these questions is, Salesforce.
But, merely purchasing the solution and implementing it is not sufficient. One must also know how to utilize Salesforce so that greater output can be harnessed.
Salesforce is a cloud-computing solution filled with ultimate possibilities and benefits, and often businesses fail to reach their full potential even after successful Salesforce implementation services.
To reach the full potential of the Salesforce solution, below are mentioned some proven tips by certified Salesforce experts.
Stay Up-To-Date
We have mentioned above that Salesforce brings three updates every year. It becomes imperative for businesses to keep a close eye on these updates and get acquainted with all the latest products and releases by Salesforce.
No matter what level of expertise you hold in the domain of Salesforce, if you don’t stay up to date with updates and releases, everything disappears in the space of six months.
So, keep refreshing your knowledge and Salesforce ecosystem constantly.
Improve Customer Info Visibility
This is the 21st century, and if your sales team is still using hardcopy binder notebooks to keep records of the prospects, leads, opportunities, etc., it’s time they start utilizing the Salesforce solution.
Through proper implementation of Salesforce CRM solutions, your reps can get a 360-degree view of all their customers and make sure that they are being served in an optimized way or not.
Salesforce mitigates the challenges of searching & identifying the required info at the right time. All the information will be at your fingertips with Salesforce.
Bloggers & Influencers
The Salesforce community is vast. It is compact with a plethora of learning materials specific to different industries and business challenges.
Salesforce is known for its self-learning and support community which helps new Salesforce professionals learn and understand the concepts and resolves their queries.
Following niche-based bloggers, influencers, and their work will be another amazing way to get the best out of Salesforce investment.
The community of bloggers often explains the concept which you might find more relatable.
Following are some Salesforce bloggers you can follow right now:
- Shonnah Hughes
- Ben McCarthy
- David Liu
- Phil Winmeister
- Sakthivel Madesh
- Gemma Blezard
Eases Lead Capture
Among the many advanced functionalities, Salesforce is also known for its lead capturing capabilities. This feature is a boon for the sales team in a business. If your sales team is facing problems in tracking the users who visit your website then Salesforce would be a perfect solution for you.
It enables automatic data capturing. As a user visits your website, it captures all required details and stores them in its ecosystem. This streamlines the process of getting qualified leads.
The automation helps the sales team save ample time, which they can invest in other essential lead generating work. Tracking lead performance is also easy with Salesforce. The sales team can ponder on more qualified leads and work accordingly on less effective leads accordingly.
Use of Products and Tools
Salesforce never fails to surprise its community. When it comes to offering tools and products which help users streamline their operations, Salesforce offers a plethora of them.
Salesforce has a leading enterprise cloud marketplace that is compact with thousands of proven apps and a community of experts that can help you solve business challenges rapidly and improvise your Salesforce customer 360.
The tools and Salesforce applications available on AppExchange will streamline your business process, bring proficiency in the working of the team, elevate business productivity, and improvise the time and cost of the business.
Some tools & apps on the AppExchange platform that will be a perfect choice for you are as follows:
Org Dictionary – It is a Salesforce application that helps users in building and maintaining their project-oriented vocabulary that includes custom objects, fields, record types, and other factors.
Nube Transfer – This is the first of its kind marketing cloud content deployment tool which is designed to migrate terabytes and petabytes of data in a single shot. It is known for its extraordinary time-saving capabilities.
Media Files Player – Have you ever faced a challenge while playing any media file into Salesforce org? The media files player can excellently resolve this challenge as it enables users to preview Salesforce media file attachments directly in org without going through the tiresome process of downloading the media files.
Easy Permission – Known for its capabilities of updating Salesforce schema permission, this tool is extremely user friendly. A user can simultaneously update a large scale of SF schema permission in a time saving and cost-effective manner.
Conclusion
We hope the tips given above will prove helpful to you and your business, and you can garner greater customer satisfaction and strong customer relationships.
For the detailed support and query resolutions, you can hire a Salesforce consulting company or a certified and experienced Salesforce consultant, who will guide you with more and detailed insights on how to get the full potential of the Salesforce solution.
