With so much Salesforce can do that goes above and beyond being just a CRM, it is hard to narrow down just 10 things to help you make the most out of Salesforce. Salesforce releases new features every quarter, so in order to get the most out of CRM, you have to stay up-to-date on what is new on the tech front, and what Salesforce is offering to your company in each release. To make the most out of Salesforce, you need to know which best practices to follow, what products and add-ons can help, and how to keep up to date on the latest updates and features from Salesforce.
The single most important tip customers recommend is planning in advance to make the most out of the platform. If you are looking to make the most of the performance from the Salesforce platform, here are our tips that will set you on your path to success. With that, we hope that the Salesforce tips mentioned above will help you and your sales team get the most value out of this universal, powerful solution in order to drive your company towards success.
Salesforce is an extremely powerful, flexible, and broad-ranging platform, which is why it is essential that you get the most out of Salesforce. This choice is made because the Salesforce CRM platform can manage nearly all aspects of your business, right from generating leads, through team collaboration, to analytics. As one of the leading CRM (Customer Relationship Management) software, Salesforce is used in industries and departments, covering Marketing, Commerce, Service, Sales, IT, and much more.
Salesforce helps your organization manage every aspect of sales more efficiently, with an emphasis on client engagement. Companies are using Salesforce to streamline and automate certain activities related to managing customers, so sales professionals can focus on the most labor-intensive initiatives in scheduling. You can alleviate data entry burdens for your sales teams, improve data quality, and prepare Salesforce instances for future integrations by developing custom, automated processes.
By customizing Salesforce to suit your company, using automation, getting insights through reports and dashboards, training your team, and staying on top of new features, you can enhance the way you use Salesforce and produce better results for your company. Consider customizing your UI, adding custom fields and objects, and integrating with other tools and systems to make the platform work for you. While it boasts easy “point-and-click” features to create apps and build custom views like reporting dashboards, in order to truly make the most out of Salesforce, you will have to learn to customize Salesforce.
History, notes, and even List Views are all available for adding right out of the box, but user elements can be created by your Salesforce team and added in the dashboard. Global actions can be accessed from any page within Salesforce, and although out-of-the-box actions are available, your Salesforce administrator can add custom ones there as well. Users can also customize Salesforce navigation bars, better aligning with the features and tools that they use the most.
