How to Make The Most Out of Your Salesforce Investment

Salesforce is the most widely used Customer Relationships Management platform. (Photo by Stephen Lam/Getty Images) GETTY IMAGES Salesforce is the most widely used Customer Relationships Management platform. (Photo by Stephen Lam/Getty Images) GETTY IMAGES
<center>Salesforce is the most widely used Customer Relationships Management platform. (Photo by Stephen Lam/Getty Images) GETTY IMAGES</center>

Salesforce is an incredible tool for businesses to use, but not all companies are getting the best out of it. As a Salesforce consultant, I have seen many companies that are using their investment poorly or inefficiently. We will cover some tips to help you make the most of your Salesforce investment and increase your ROI.

Some of the vital tips to making the most of your Salesforce Investment are as follows:

Customization is key

One of the best parts about using Salesforce is that it can be customized for your company’s needs. Make sure you are getting everything out of customizing your sales force by adding in all features, reports, and workflows to get rid of redundancies.


Ensuring Data Quality

Salesforce should be used as a tool to help your business, not hinder it. Make sure you are taking the time and energy to clean up and keep high data quality high throughout. Such standards can be achieved by regularly auditing fields and deleting unnecessary records.

Employee Training

Make sure you are training your employees on how to use Salesforce. If an employee doesn’t know what they are doing, it can be a huge waste of time or even worse; cause data errors, which will make for inaccurate reporting. If you have recently updated your CRM, it may not be clear what each feature is for or its intended function. Make sure that the user understands their new platform fully before they start using it in daily tasks. You can accomplish this by creating a tutorial video or training guide to send out with an announcement email when updating systems. Hiring top Salesforce consultants may also be of significant help in ensuring that users have a better understanding of the updated CRM. This will help everyone get acclimated quickly, so they are more productive from day one!

Salesforce Automation

What is the point in using any CRM tool if you have to do all tasks manually? This makes no sense! Utilizing automation tools such as workflow rules and validation rules reduces potentially hours down into minutes. Not only that but also automating tasks keeps high-quality records since human error won’t come into play when completing processes automatically.

Keeping It Going

Many companies get comfortable with their usage after implementation, then slack off once things become more routine. Such complacency can ultimately lead to your Salesforce investment not being as helpful as it should be. Keep up with the latest updates, train employees regularly, and keep data clean to get more out of your CRM software!

Role-based access

The more people that have access to Salesforce, the higher risk of errors or security breaches there is. Role-based permissions ensure efficient control over who has access to what in Salesforce. As a result, all employees only get the necessary information needed for their job role.

Know what works

I have seen many companies waste money on unnecessary tools because they do not know which ones will help their business grow. It is important to set goals with each tool, so you know if it is helping or hurting your efforts. For example, if a new reporting feature has been added, just check within 30 days after purchase to see how much time was saved from the report compared to previously running reports manually. If there isn’t a significant change, then perhaps this new addition may not be as useful for your business.

Salesforce Security

Keeping high-security standards on all levels will ensure safety, so user information isn’t and also protect sensitive company data such as customer information. There should always be an administrator managing changes made within the system with strict permissions. For example, if a new field needs to be created, it should have to go through an approval process before being added.

As you can see, Salesforce has many tools and features that will help your company grow! You just need to know how they work, as well as understand what works best for your business. At long last, the investment is worth it in the long run. By following these tips, I am confident you will get more out of this CRM software!

Check out the following link to find more tips on how to make your Salesforce investment work for you! If in search of a Salesforce Expert? Visit our website for more information.