Top 10 Powerful Salesforce User Tips You've implemented Salesforce for your organization but your team might not be getting maximum use of this powerful tool. You can help your staff get more productive with Salesforce – and benefit your bottom line – by embracing these ten powerful tips. Quick Takeaways Users can create task reminders and automatically send email alerts Reports can be automated and made more powerful with summary formulas Salesforce lets users create custom list view and personalize
How To Improve Your Team’s Sales Productivity By Sophia Krich-Brinton If you manage a sales team, your top priorities include advancing deals that are nearing closing, following up with leads in a timely fashion, managing data that drives forecast accuracy, and engaging with past customers to drive new opportunities. Old school tactics like tracking spreadsheets for pipeline status, reviewing emails for correct contact information, and checking handwritten notes for contact status can be tedious, limit your team’s sales productivity, and
So You Need A Salesforce Consultant Every business owner faces the same struggle: improving your bottom line by maximizing ROI without extravagant spending. Customers and clients are your business's lifeblood, and consistent business growth depends on a successful customer success strategy. The most crucial aspect of this strategy is a robust system to provide a single, comprehensive view of all customer-related data. Salesforce's robust features, functionalities, and ever-evolving ecosystem have the ability to help businesses develop and execute on growth strategies.
Project Management Implementation With Salesforce Sales and marketing teams look to the Salesforce platform for the project management implementation of so many moving pieces in their quest to grow and engage with prospects and customers. The two teams must work side by side when developing website projects and redesigns, sales tools and best practices, training materials, and operational projects like comp plans or territory plans drafts. The problem is that, too often, organizations in need of a project management platform
Salesforce Best Practices For Governance Strategy With over 18 years of experience in the platform, our team has helped clients again and again pinpoint the lack of one of the most important Salesforce best practices: a proper governance strategy. The need for a governance strategy usually stems from an issue or issues you’re having -- instituting processes around new technology, adapting to new industry norms, internal shuffling of organizational priorities, for example -- that require a governance structure in place