Already on ArticleSlash?

Forgot your password? Sign Up

Getting more value from Salesforce

Julie Lord
 


Visitors: 106
 1 vote

Are you still using Salesforce as just a contact manager and tracker instead of wholly a part of the sales process? Salesforce is an immensely powerful customer relationship management ecosystem that can completely revolutionise customer handling across your entire organisation leading to a more consistent customer experience and greater customer satisfaction. But it can’t do that unless you unlock its potential by populating it with data about your customers.

Connect, Integrate and Automate

Salesforce gives back as much as you put into it. So, to maximise the value gained from your investment in the technology you need to start using it as the default application for any task. Many of the tasks that sales departments need to do on a daily basis are natively supported by Salesforce or you can directly link the application you need. No more copying and pasting customer data from database to email or cross-referencing to create a quotation. All that can be automated through Salesforce reducing the time spent creating sales documents and minimising the introduction of errors.

Customise the Interface.

Salesforce is extremely flexible and allows you to customise it to suit your particular business. Hide away the parts that don’t interest you and bring to the front the parts that are important. Salesforce users make the most of it when they can understand what it’s telling them so don’t be afraid to tailor the experience!

And Expand Your Horizons

We mentioned above that Salesforce is a CRM ecosystem. There is a wealth of apps that plug into Salesforce and extend its capabilities even further. From Survey Monkey to SCOTSMAN tools there’s an app that can help you make the most of Salesforce.

Take It with You

In an increasingly connected world there is still a place for the sales visit to reassure prospective clients that you care about them and to demonstrate your product. Keep your Salesforce CRM data to hand by installing the Salesforce1 mobile app. Record the results of the meeting instantly, before you can forget what happened or confuse them with the next client and make a decision on what to do next before heading back to base.

Rich Analytics

The huge advantage of a CRM over, say keeping your records in a filing cabinet, is that you can mine your customer data to reveal interesting insights about how your customers are responding to you. Salesforce users who successfully harness this power can tailor their sales process and operations to focus on the most profitable areas where sales are most likely to come from. By reading and responding to the analytics you can increase customer satisfaction, improve customer loyalty and reduce time spent per sale on closing the deal. Doesn’t that sound like good value to you?

Get Trained

Probably the number one reason you aren’t using Salesforce as effectively as you could, is that you don’t know what it’s capable of. So instead of wasting money on features you don’t know existed and couldn’t use if you did get yourself some sales management training.

(575)

Article Source:


 
Rate this Article: 
 
Turn your small business into large company with proper Salesforce customization
Rated 1.0 / 5
based on 1 vote
ArticleSlash

Related Articles:

Compliance, Governance, and Salesforce, Oh My!

by: Adam Chris (October 21, 2014) 
(Computers and Technology/Software)

How To Get A 100+, Or Even A 1000+, Committed Salesforce Working For You

by: Fabian Tan (April 09, 2007) 
(Internet and Businesses Online)

Increasing ROI for Salesforce with Electronic Signatures

by: Alfred Siliano (November 26, 2010) 
(Business)

The Biggest Salesforce Implementation Mistakes You're Making

by: Julie Lord (April 09, 2018) 
(Business/Sales)

Turn your small business into large company with proper Salesforce customization

by: Deepak Kushwaha (January 07, 2019) 
(Computers and Technology/Software)