A CRM system can be one of the most important investments you ever make, but it can also easily become a liability if not done properly. However, it does not have to be difficult to make Salesforce work for you.
We have made a guide containing eight things you can do rather easily to get some quick wins and improve deal closing rate, service level and overall employee happiness. Sounds great, right?
We hope this will leave you with some actionable insights to increase your company’s overall performance.
Still not transitioned to the Lightning platform? You can easily prepare your Salesforce org to become Lightning ready, but it’s important to get a full overview of your org’s shortcomings and transition implications, in order to prepare these for the transition. From the Setup frontpage you can create a Lightning Readiness Report, which will investigate your whole org, and help you prepare for transitioning to the Lightning platform. When you’ve received the report, go through each item step by step, so that you won’t lose any of your favorite functionalities when moving to the new platform. There might still be some functionalities, which you may only access in Classic, but in return you get new and more effective functionalities only available in Lightning. If you need to switch back to Classic, Salesforce has fortunately made it easy for you to switch between the two from the upper right corner of your org.
It is both annoying and confusing when your dashboards don’t show the data you need or display too much information. Dashboards are created to help you get an overview of your data, and to help you make the right decisions based on the combination of data points. If you don’t feel you get enough value out of your dashboards, now is the right time to create the perfect dashboards for you and your team. First, take a look at your current dashboards; are they displaying the data you want to see? If not, try to filter on the data or change the dashboard component type, in order to visualize the data better. If this doesn’t do the trick, you need to look at the report, in which the dashboard is created from. In the report, drag and drop to get the wanted groupings on columns or rows, use filters and cross-filters, or create your own bucket columns and summary formulas. Does your report still not display the wanted data? Maybe you need to create your own custom report type, where you can mix data from different objects together, and from this custom report type create a new report. When you’re done working with your data in your report, you can now create cool and visual dashboards. Decide, whether the data is best visualized in a bar, a donut, a metric, a gauge or a funnel chart. Your new dashboards will help you and your team to get an overview of where your business is evolving, and look at red flags where you need to take immediate action.
Do your service, sales or finance team often do the same manual tasks in their everyday work? Are these manual tasks done in Salesforce? Then you should consider to lift the manual work burden off of your employees, and automate some of these common tasks. For instance, are there fields that a sales rep copy and paste between an account and an opportunity? Does a service rep have to manually change the stage of a case to “answered” even though your Salesforce logs the reps emails? Does the finance department create invoices manually, based on a closed won opportunity? For streamlining field mapping, look into your Lead field mapping when it converts to Account, Contact and Opportunity. For streamlining fields across objects, also look at creating formula fields, lookup fields and rollup summary fields – but beware that your objects need to have the correct relationship (master-detail or many-to-many) for some of the data to show up correctly. To create automation, use Process Builder, Flows or Workflow Rules, dependent on what you want to achieve with your automated process. There are many everyday processes which can be streamlined and automated, start with the ones that burden your employees most, in order to support them with the system doing most of the repetitive work, so that the employees can focus on what they’re best at; human interaction and providing great customer service.
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