10 Ways To Drive Productivity With Salesforce
Salesforce has maintained its CRM market niche for over two decades. Businesses operating at all scales and belonging to all industries implement the CRM platform to manage their customer databases and streamline their processes.
If you have already implemented Salesforce, you should know the tips and tricks for enhancing Salesforce productivity. Optimizing your CRM the right way helps you increase its productivity, leading to a revenue boost and garnering a better ROI.
Here are ten of the most important ways in which you can drive productivity within your organization with Salesforce:
1. Go For Just-in-time Sales Enablement
Sales enablement plays a significant role in working on Salesforce. It is the process of using the right resources needed to close more deals and boost your sales. Just-in-time sales enablement helps you leverage sales productivity in Salesforce.
Just-in-time sales enablement refers to the practice of providing your sales reps with the right resources at the right time. It involves making suitable resources available to your sales team during their moments of need. These resources may include enterprise knowledge, content, Salesforce tools, data, and more.
Just-in-time sales enablement prevents your sales reps from waiting for long while nurturing your leads and converting them into loyal customers. It helps you make the most of the CRM platform (especially Salesforce Sales Cloud)and boost Salesforce productivity in your organization.
2. Communicate Using Chatter
While Salesforce provides you with a holistic communication platform, you shouldn’t invest your money in external tools to communicate and collaborate with different stakeholders.
You can readily integrate Chatter with your Salesforce org and make it work like a full-fledged social networking platform. You can use Chatter to share valuable insights, give regular updates, and ensure everyone is on the same page.
Chatter also allows you to create dedicated groups depending on different accounts, campaigns, departments, and other relevant factors. Along with being a convenient messaging platform, it can be used to bring different stakeholders together and keep them updated about the goings-on in your organization.
3. Make The Most Of Emails, Tasks, And Activities
If you want to boost your sales productivity in Salesforce, you cannot ignore the CRM's three most important features –emails, tasks, and activities. Leveraging these three features helps you drive more traction and improve your ROI.
The Emails feature lets you directly send emails to your prospects and customers from your Salesforce org. Instead of maintaining a separate inbox, you can handle your entire email marketing campaign on a centralized platform.
With Tasks, you can schedule important business tasks to be performed and track them using Salesforce. The feature lets you create dedicated actions and follow them up. All you need to do is give your task a name, add a date and time, and describe it briefly.
With Activities, Salesforce helps you document your interactions with your prospects and customers. From updating their profiles to recording valuable meeting notes, the CRM feature helps your teams stay organized.
4. Use Salesforce Reports For Holistic Data Analysis
If you still haven’t started using Salesforce reports for data analytics, you are missing out on the CRM platform’s full potential and limiting Salesforce productivity.
Salesforce allows you to generate customizable reports to analyze the performance of your teams and make sense of your database. Depending on the KPIs you want to focus on, your Salesforce reports quantify your performance and give you valuable insights about your campaigns.
From understanding the best lead sources, calculating conversion rates, and identifying sales, marketing, or customer service trends over time, detailed reports give you a complete picture of your organization. These reports help you reinforce the practices that work and improve the ones that don’t.
5. Switch From “Recently Viewed” To Pinned List View
As trivial as it may seem, this is an important tip to increase Salesforce productivity within your organization. By default, clicking on a Salesforce object will give you the “Recently Viewed” list view. This hardly adds any value to the action performed.
Instead, it is better to switch to a Pinned Lists view. Here, you can set a customized list view for your data according to your business needs. As most Salesforce users prefer seeing all their records, the CRM platform allows you to change your list view anytime within a few seconds.
6. Work With Inline Editing
Inline editing is a Salesforce feature that lets you edit your records without the edit button. If you need to edit multiple records and do not want to spend time working on every record, inline editing comes to the rescue!
All you need to do is double-click on the fields you want to edit to select them. Then, select the checkboxes for updating the same field multiple times. However, ensure that your Salesforce Admin has enabled inline editing in your UI before using the feature.
7. Leverage AI With Einstein
Staying true to the name, Einstein is the AI component of Salesforce that helps you make intelligent decisions. It scans your database and helps you predict the behavior of your prospects and customers. Einstein can also be used in your sales and marketing campaigns to obtain valuable insights into your records. From sales forecasting to risk assessment, the AI component is bound to boost your Salesforce productivity.
8. Work On The Mobile Application
For all its editions, Salesforce provides users to work on the CRM using a mobile application. Encourage your team members to use the mobile application to work on their projects on the go and stay in sync with everyone.
9. Integrate Salesforce With Suitable Apps And Services
As a customizable platform, Salesforce can be integrated with various applications and services. To expand Salesforce productivity, integrate the CRM platform with a suitable third-party app or service. By blending your CRM data and functionality with a third party, you can prevent your team members from switching between different platforms by giving them a centralized platform to work on.
10. Segment Your Audience
Finally, segmenting your audience is one of the most important ways of increasing Salesforce productivity. Use the CRM to target the right people at the right time. You can segment your audience using multiple parameters, such as lead sources, purchase history, demographics, etc. This allows your sales, marketing, and service teams to focus on dealing with your customers and prospects.
The Final Word
These were some important ways in which you can drive productivity within your organization with Salesforce. The CRM solution can help you thrive in the industry and stay ahead of the curve if utilized well.
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