Continuous Enhancement Salesforce

5 Winning Ways to Enhance Salesforce for Maximum Business Value

In the present climate, many companies around the world are awaking to the importance of CRM. Recent statistics estimate that 91% of businesses with over 11 employees use CRM, compared to 50% of those with about ten employees or less.

Salesforce has been gaining momentum among the CRM enthusiasts at a steady phase. For the 13th Consecutive Year, Gartner names Salesforce as the Leader in the Magic Quadrant for Sales Force Automation.

Salesforce is a guaranteed way to develop internal business operations and generate productive results. However, such results can be assured only and if the businesses exhaustively utilize Salesforce, rather than merely employ and deploy.

As a Salesforce Consulting partner seasoned with years of improving business infrastructures, we present five proven ways to embed Salesforce in your success equation!

1. Use it as a Resource, not just as an Asset

A resource is something that one uses to achieve an objective. <style=”color: #000000; font-family: -apple-system, BlinkMacSystemFont, ‘Segoe UI’, Roboto, ‘Helvetica Neue’, Arial, sans-serif, ‘Apple Color Emoji’, ‘Segoe UI Emoji’, ‘Segoe UI Symbol’, ‘Noto Color Emoji’; font-size: 16px; font-style: normal; font-weight: 400; letter-spacing: 0.5px;”>An asset is something of value.

Therefore, a Resource is something you use to create an Asset. 

Salesforce is often seen as an expensive Asset by businesses, that needs careful administration. Whereas in reality, Salesforce is a highly functional Resource with vast potential and flexibility. The key is to make Salesforce a part of your business structure, rather than just exercising it as peripheral assistance.

Intensive operative features bring in progress and efficiency, but only when there is the heightened utility of the Resource. To blend Salesforce into your business DNA, make sure to choose the suitable customization accordingly. A blend of rightful integration, appropriate select of 3rd party AppExchange apps, and rigorous user training will help you exploit Salesforce for all it’s worth.

You can also further reinforce custom configuration to add robust features to your Salesforce platform, thereby expanding the scope of your business tasks.

2. Prioritize, Plan and Persevere Integration

Usually, data resides in different systems used by the various departments of the organization. Therefore, it becomes difficult to determine the primary source of data. Say, for instance, the sales teams may enter the data for one particular customer in multiple systems. In such cases, the credentials of the customer stored in one single system may prove to invalid or, the assimilation of the details from different databases may prove to be complete and valid.

This uncertainty in the location and credibility of data eventually decreases productivity due to the resultant time-lapses and data discrepancy. To create a unified source of data, prioritize, and plan your Salesforce Implementation and Integration solutions.

Salesforce’s open API makes it possible to integrate disparate systems, like the data that has been stored in ERP, HR, and on-premises software, to build a centralized view of your customer data.

With the right Salesforce Partner, you can achieve complex integrations at a reduced time with total accuracy.

3. Kaizen : Salesforce

Salesforce should be utilized as a comprehensive business platform, and not just as a sales team solution. With Salesforce, there is always scope for improvement.

The best practice would be to measure results and progress post-Salesforce Implementation and maintain an overarching vision of your business with Salesforce. Adopt an agile approach to implement Kaizen, i.e., continuous improvement, steadily passing through each step of the operation, so that there is a balanced level of user-adoption.

And it is not just your business that would be evolving around your technology, but the Salesforce platform itself tends to shift over time. Salesforce delivers hundreds of innovative features three times a year during seasonal releases. In addition to the Releases, new third-party apps and solutions join the Salesforce AppExchange each month.

Therefore, right from reviewing your customer lifecycle until the enactment of creative marketing efforts, Salesforce drives you to incorporate Kaizen in your business DNA.

4. Map the Outcomes to the Implementation

While fixing Salesforce as a vital component of your internal concerns is very important, it is also essential to monitor the external results it yields.

To study the impact of Salesforce on your business is to sketch out a map for further improvements of the Salesforce Implementation. So, while mapping the outcomes of Salesforce to your customer relationship management process, consider the following reflective examinations.

  • Are you completely able to execute your CRM strategy?
  • Are you delivering the maximum value to your customers?
  • Did the Salesforce Implementation bring in a visible increase in numbers?
  • Are you utilizing all possible ways to drive customers’ levels of satisfaction?
  • Does the Salesforce Implementation to the internal operations directly influence the interaction with customers?

If not, what should be the plan to achieve such solutions? Since your Salesforce efforts internally should reshape the external effect on your business.

A highly competent Salesforce Consultant would work with you to optimize the Implementation to serve your customers better.

5. Keep it Simple

The best way to keep improving Salesforce for all its merit is to keep it simple all the way through. Despite Salesforce’s constant efforts at making their software easy to use out of the box, it still does seem pretty tricky to the non-technical users.

Therefore, you should make sure that the Salesforce Implementation is easy to approach and use, regardless of the developments in the operations front. However, it is to be noted not to tone down on the business progress for the sake of the Salesforce usability.

The goal of any Salesforce Implementation is to foster coherent and concise processes for users to comply and adapt. If the system is too complicated, or if the process layout is confusing to comprehend, employees will tend to skip or use just a sliver of the Salesforce Implementation.

Eventually, the proceeding teams will not trust the ensuing data leading to delays and inaccuracy in decision making.

Hence, keep it simple for a supple CRM!

Ready to see how Salesforce can help you transform your business at lightning speed? Contact QRS today to know more about The World’s #1 CRM Solution!

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