Digital transformation is taking over the business world. To keep up with the competition, you need to find ways to work smarter. Salesforce is a great tool that brings agility and efficiency to your business processes. However, you need to know how to use it correctly to reap its benefits.
Productivity on the Salesforce platform will improve your overall business performance and give you a competitive edge. However, you must know how to configure and utilize Salesforce. Here are five tips to help you get the most out of Salesforce and boost your productivity in 2022.
1. Keep Your Data Clean
Data is the lifeblood of Salesforce. The platform gives you a 360-degree view of your customer. But it will only be accurate if your data is clean. Ensure you deduplicate, standardize, and enrich your data regularly. It will keep your reports and dashboards accurate and help you make better decisions.
Invest in a data management tool like Cloudingo to automate your data cleansing processes. It will simplify your data maintenance and ensure your data is always clean. You can also contact a Salesforce Marketing Cloud Consultant Company for help with data management.
By keeping your data clean, you will be able to work smarter and make better decisions that lead to improved productivity. Also, your team will be able to find the information they need faster, resulting in increased efficiency.
You can also clean your data by deleting dormant accounts, contacts, and leads. Doing this will declutter your Salesforce, making the information you need easier to find.
Delete unused accounts, contacts, and leads from the classic view or Lightning Data Cleanup. Find the “Accounts” entry in the “All Items” drop-down menu and click on it. You will see a list of all the accounts in your org. Select the ones you want to delete and click “Delete.”
Do the same for contacts and leads. Go to the “Contacts” or “Leads” tab, select the ones you want to remove, and click “Delete.”
2. Sync Your Email, social media, and Other Systems
Your sales reps spend a lot of time switching between different communication channels. This context-switching can lead to decreased productivity and increased mistakes.
Integrate your email, social media, and other communication tabs with Salesforce to eliminate the need to switch between multiple sites. It will help your reps work more efficiently and reduce mistakes.
If you use Gmail, there are various Salesforce-Gmail integration tools available. They will sync your email, calendar, and contacts with Salesforce. Some of the popular Salesforce-Gmail integration tools are Cirrus Insight and Inbox Actions.
3. Use Salesforce Lightning
The user interface (UI) is a significant part of any software. You must have a visually appealing and intuitive UI. The Salesforce Lightning UI is both of these things. It will help you work smarter and be more productive.
Lightning is faster and easier to use than the Classic UI. It also provides you with features that help you work more efficiently. For example, the Path feature shows you the next best steps in your sales process. The Kanban view lets you drag and drop tasks and narrow your focus to one at a time.
Switch to Salesforce Lightning by going to Setup, then Lightning Experience. You can enable Lightning for your entire organization or selected users only.
4. Automate Repetitive Tasks
Repetitive tasks are a time-waster. They take up valuable time you could spend on more productive activities like selling or prospecting. For example, you do not need to manually enter data into Salesforce every time you receive an email.
Identify the tasks that your reps do daily and automate them using Salesforce. For example, you can create approval processes to automate order approvals. You can also use Salesforce Flow to automate repetitive tasks like data entry and lead assignment.
Automated tasks can also help send reminders and notifications. For example, you can set up a process that sends an email notification when a task is due. They will help your team stay on top of their work and be more productive.
5. Employ Chatter for Better Communication
Communication is essential for any team, and it can be a challenge to keep everyone on the same page. Chatter is Salesforce’s social networking tool. It lets you post updates, ask questions, and have discussions with your team.
The benefit of Chatter is that it keeps everyone in the loop. Your team can easily see what others are working on and ask questions or offer help. This transparency will improve communication and collaboration.
Chatter also lets you follow topics, people, and records. This way, you will only see the information relevant to you. Workers using Chatter stay focused because they do not go outside your company platform when communicating and collaborating with others.
To get started with Chatter, go to Setup, then enter “Chatter” in the Quick Find box. You can enable Chatter for your entire organization or selected users only.
Salesforce is an ultimate marketing and customer relationship platform that potentially grows your productivity. If you use it efficiently, you will see a significant difference in your business performance. Use the tips given above to boost productivity with Salesforce in 2022.