What Is Salesforce?

Salesforce is a widely-known and trusted tool used for customer relationship management. It is cloud-based software that helps businesses connect with and get more data about their customer base. Thus, it is often referred to as a powerhouse tool for a sales team, carrying valuable and useful features to boost sales productivity. Plus, it works perfectly for almost all sizes of businesses.

Tips To Using Salesforce To Boost Your Productivity

If you’re already using Salesforce and want to get the most out of this powerful solution, consider following these essential Salesforce tips to boost your productivity.

1. Consider A Just-in-Time Sales Enablement

Sales enablement refers to the process of using resources you would need to close more deals. These resources may include content, knowledge, tools, and data to effectively sell a product or service to customers.

2. Create A Customized List Views

List Views is a tool that manages different sets of data within Objects.

3. Use Pinned List View

When clicking on an object in Salesforce, it shows you the ‘Recently Viewed’ List View by default, which hardly provides you with any value.

4. Personalize Your Tabs

The tabs can be pretty dull, but re-arranging and customizing them can make them more appealing and easier to track, boosting your productivity.

5. Take Advantage Of Salesforce Chatter

If you’re still relying on external chatting or communication tools, then you’re simply not making the most out of a powerful collaborative sales tool — Chatter. This app integrates seamlessly into the Salesforce platform, providing you and your team the functionality of a full-fledged social network.

6. Use Reports For Metric Analysis

While you can always ask a Salesforce admin to create KPI reports, you can also make one of your own.

  • The time it takes to close a deal
  • Your biggest sales and lead source
  • The industry where most of your accounts are
  • Resolution for most of your cases

7. Enable Display Density

Here’s a quick productivity tip: you can change the amount of data shown on your screen layout at once, allowing you to squeeze in important details as much as possible.

8. Use Tasks, Activities, And Emails

If you’re not taking advantage of Tasks, Activities, and Emails of Salesforce, then you’re missing out on some of the core functionality of a powerful CRM tool.

9. Leverage The Salesforce App

Are you always on the go? If your company invested in Salesforce mobile app, you might want to take advantage of it to increase productivity, even when on the road.

10. Try Inline Editing

Salesforce has finally made editing a piece of cake. The Inline Editing feature allows you to edit records at once so you don’t have to edit individual records, which can be a real productivity-killer.

Take Away

There’s a reason why Salesforce is considered the number one CRM software. It provides access to tons of valuable tools that can help streamline your business operations and increase your sales team’s productivity.

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The Enterprise Diary is distinctively focuses on five major industries i.e Technology, Healthcare, Finance, Manufacturing and Consulting.

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