Salesforce has always been known for its ability to track and illuminate every aspect of customer relationships and sales pipeline. It has been successful in acting as a tool for more than 1,50,000 companies around the globe. But it is not always easy to keep up with the dynamic environment. While it has always been successful in making customer relationships and satisfaction as its top most priority, it has had to face challenges to reach to that level. With new technologies coming up and competition rising on all levels, Salesforce has always been competent in overcoming the challenges that has been coming on its way. The companies that have been associated with Salesforce have been reaping the full benefits of Salesforce. Let’s address the six tips to get the most out of Salesforce implementations.
- MAKING THE BEST OF SALESFORCE AND PARTNER SUPPORT
Salesforce provides a free support plan for all customers. Additionally, it offers premier success plan for mission critical applications. This is basically provided to guide the customers to the right solutions.
Having a large ecosystem of partners spread across the globe, Salesforce is able to get support for all of its products and domains. They also offer online training resources like
- Trailhead
- Focus on Force
- Pluralsight
- Edureka
- SFDC99
These and many more training resources provided by Salesforce helps clients in staying competitive, empowering their team, providing better support to their customers, and wining business.
- HIGH DEGREE OF FLEXIBILITY WITH CONFIGURATION AND CUSTOMISATION
Salesforce has been a massive product when it comes to meeting the needs of a large variety of companies. The tools provided by Salesforce directly aid in meeting a company’s needs and customisation desires.
The objects to be found in Salesforce can be set entirely in line with user’s own desires at any time. As a user, you are not tied in to certain set page layouts, workflows and processes, and this makes Salesforce’s ecosystem more flexible than other similar systems on the market.
The adaptable Salesforce configuration and customisations gives its users the ability to:
- develop a variety of features that are absent in the original version of the app
- add certain activities that are incompatible with the configuration and require generated code;
- add triggers to objects that take a couple of actions at once.
- to increase the functionality of the originally built-in tools and modules;
- SALESFORCE USER PROFILES
A Salesforce profile is a set of settings and permissions provided to specific Salesforce users that define the extent of their actions on the platform. It determines the way in which users can access objects and data to perform specific business processes.
A Salesforce profile controls and benefits the users in the following ways:
- Field Level Security – Here, the users are restricted to create, read, edit, and delete fields according to specific requirements while protecting the data.
- Page Layouts – This restricts the page layouts a Salesforce user is permitted to see.
- Custom Apps – This restricts all the custom and standard apps that can be viewed and accessed by a Salesforce user.
- Record Types – This restricts the record types available to specific Salesforce users.
- Login – This restricts the login hours of Salesforce users onto the platform based on specific requirements.
- Tabs – This restricts the tabs that can be accessed and viewed by the Salesforce users.
- DATA INTEGRITY
Data integrity is the overall accuracy, completeness, and consistency of data. It refers to the safety of data in regard to regulatory compliance — such as GDPR compliance — and security. It is maintained by a collection of processes, rules, and standards implemented during the design phase.
The benefit of Salesforce Data Integrity is that nothing affects a user’s outbound sales and marketing processes like bad contact and account information. Some of the other benefits are:
- Saves Time– A user’s sales team’s time is valuable. And each call they make or email they send that goes to an incorrect phone number or email address is a blow to their efficiency and their mentality. Salesforce data integrity prevents such a scene and saves time and efficiency of the user’s sales team.
- Smarter Targeting- Understanding the current client base, then using those insights to launch targeted outbound marketing and sales efforts to similarly-situated leads and accounts, is a great way to ensure that the user’s efforts are not wasted on account of going after the wrong and irrelevant base. Data Intergration aids users in targeting their niche and making their work efficient and smooth.
- EFFECTIVE PRESENATION OF REPORTS AND DASHBOARDS
Salesforce dashboards are optimized to help to identify trends, sort out quantities, and measure the impact of relevant activities. These dashboards also let users easily isolate what’s not working to fix it. Salesforce dashboards are highly customizable, helping teams quickly sort and analyse data quantities owing to their highly visible nature. They allow users to use the same report in multiple dashboard components on a single dashboard. This is a way to consume multiple reports that generally have the same theme, but in a single, more digestible view. This all helps user’s team visualize and group the data needed to make the best decisions.
Salesforce dashboards emphasize a user-friendly design and flexibility that makes it one of the most valuable resources on the platform. Whether or not individuals use the Salesforce CRM or the native application as a standalone product, they can enjoy these top five advantages:
- Visual data for better understanding
- Customising Solution to fit your needs
- Real-time data reporting and analysis
- Efficient presentation of Data
- Cloud-based Analytics for Instant deployment and Universal accessibility
- SALESFORCE USER ADOPTION
Salesforce User adoption measures the extent to which users have incorporated Salesforce into their day-to-day tasks. User adoption indicates how well the Salesforce Admin (and development teams) have configured and customized Salesforce to fit the organization’s unique needs. Salesforce has integrated with the users in such a way that it benefits them in every aspect. Some of the benefits are:
- User productivity: Salesforce will automate most time-consuming tasks, and enable users to access information faster.
- Revenue: less friction, particularly in the Lead and Opportunity lifecycles, means “Closed Won” is reached faster.
- Accurate reporting: more data in one place will improve reporting accuracy on the as-is state, and further, predictive analytics that can steer the organization in the right direction.
- Customer experience: if people have a smooth, enjoyable experience interacting with your organization, they are more likely to purchase/renew. This all starts with a CRM that’s primed for collaboration so that “less wires are crossed” internally.
In a nutshell, these were some of the biggest tips that users could get the most of Salesforce implementations. Salesforce has become one of the top-most user-friendly software. Over the years, Salesforce has modified its policies and software as per the user’s needs and have been able to witness an increasing number of users on their software.
Galvantrix, a partner of Salesforce, has been successful in delivering the above-mentioned points to all its medium and large sized customers aiding their users in the smooth and efficient functioning of their business. To know more, get in touch with us by clicking here.
