How Can You Make The Most of Your Salesforce Implementation?

There would surely be times when you have invested in different products and services with the intention to simplify your business operations. Think about times when you have deeply regretted the investment realizing you are not making the most of the investment. That’s the same kind of thought you can even have with your Salesforce So, how do you ensure you’re fully capitalizing on your Salesforce implementation? 

While there are plenty of tips we could offer, here are a few key ones to get you started.

Ways to Maximize the Value of Your Salesforce Implementation

We’ve accumulated some points through which you can enhance the potential of your Salesforce implementation and make the most of it. 

1. Customize the CRM

Salesforce helps teams to enable the platform to adapt it to specific business requirements for optimal performance.

You can utilize custom objects and fields to track information that’s tailored to your operations. Salesforce allows businesses to build custom page layouts to access the data that matters most to you and use it efficiently for your next actions.

Lightning App Builder is another tool supported by Salesforce that makes it easier for teams to customize the platform. It enables you to design custom pages and components without the need to have proper or professional understanding of coding.

2. Enable Automation

One of the trusted ways to maximize the potential of the CRM is having the support of the right Salesforce implementation services to enable automation. Process Builder allows you to create automated workflows that help save teams time to carry out different activities. This enhances the efficiency and consistency of operations and enables them to focus more on other core business tasks.

You can also utilize email templates and automation rules to automate communications. This helps you to send personalized emails automatically and trigger actions based on defined criteria, such as assigning leads to designated sales representatives.

3. Use Reports and Dashboards

Report Builder in Salesforce allows you to create tailored reports and dashboards that help teams to get a better view of data. You can access this capability with the help of a Salesforce implementation partner to get a clear picture of your business performance.

For deeper insights, you can utilize advanced analytics tools like Einstein Analytics to analyze data trends and generate accurate forecasts and get customized suggestions to work on.

4. Work with Salesforce Chatter

Salesforce Chatter is an internal social collaboration tool designed to simplify communication within your organization, reducing waiting on emails. Chatter saves time and enhances teamwork, by providing a platform to interact and share files. 

Whether you’re collaborating on projects, sharing important announcements, addressing customer-related issues, or seeking quick feedback, Chatter serves as the central hub that keeps your team connected, informed, and efficient.

5. Access Analytics

Salesforce not just helps you store and manage data but also helps you evaluate and analyze it. Salesforce implementation services allows you to access the power of data analytics through which you can have the understanding about your data and utilize it efficiently to plan your customer engagement and next business strategies. 

This will not just help you keep your data managed easily but will also enable you to get the best value from it. 

6. Use List Views

Next up is “List Views”—Salesforce’s powerful tool for managing various data sets within Objects. If terms like “Recently Viewed,” “My Open Leads,” or “My Cases” sound familiar, you’re already acquainted with the standard list views available out of the box.

But here’s something you might not know: you can create your own custom list views! Tailor your data presentation to fit your needs and streamline your record management. For instance, you can develop a personalized Lead list view and filter it by Lead Source. By default, when you click on an object, Salesforce shows you the “Recently Viewed” list view. If this default view isn’t meeting your needs, you can easily switch to another list view by clicking the pin icon next to the selected one.

This simple adjustment can save you time and enhance your productivity. Compared to Classic, the Lightning experience offers significantly more functionality for list views, including options for pinning and resizing columns. One standout feature is the ability to visualize records grouped by different stages in a sleek Kanban view, making it easier to track your progress.

Hire Salesforce Implementation Services for Business Growth

With all the points that are mentioned above, you can not only be able to enhance the potential of your Salesforce but also be able to maximize its potential. But to make the implementation a success, having the support of the right team could be a great benefit. Contact us and get in touch with our certified Salesforce professionals to smoothly implement Salesforce and help you make the most of it.