12 Ways To Maximize Salesforce For Your Business

Sales and Marketing teams have many options when it comes to automating marketing, or to use the right software to manage their marketing campaigns. What they dont have is a single, easy to use, solution that lets them control all aspects of their marketing, from multi-channel campaigns and email marketing, to social media management, and with more than 10 million users across the globe, Salesforce.com is a great place to start.

Salesforce is a cloud-based CRM platform that provides a suite of applications for managing customer relationship management (CRM), marketing automation, sales enablement, self-service, and other business processes. Salesforce is the second most popular CRM platform on the market, and according to a survey by Salesforce, it’s the number one choice amongst Global 2000 companies.

There are a lot of Salesforce apps written for small and medium business which can be used to increase your productivity and save you money. I hope in this article, I am going to discuss how you can make use of all the cloud apps, including Salesforce Leads, Salesforce Contacts, and Salesforce Chatter to grow your business and save money at the same time.

Knowing how to handle your clients is one of the most important aspects of your business’s success. To get your firm known to potential clients, you must devote all of your efforts to marketing.

Customers may have converted from leads generated through social media, your website, influencers, and email marketing. 

However, keeping consumers has become a difficulty for you. A sophisticated customer relationship management solution (CRM), such as Salesforce, may be exactly what you need right now.

Salesforce’s simple and customisable interface allows you to maintain every aspect of your client relationships and corporate sales, as well as perform analysis.  

Salesforce, on the other hand, is a really intensive CRM platform, therefore if you don’t have Salesforce credentials, you might not be able to accomplish much with it. For your firm to develop, you’ll need the ideal CRM.  

If you’re still debating whether or not to implement Salesforce in your company, here are some examples of how you can use the platform to improve your workflows: 

Salesforce is a business application that allows you to automate specific tasks. You can use automation to prepopulate data points and utilize validation criteria to guarantee that the data is clean. 

Furthermore, you can import data from external sources, making necessary data readily available. Customer contact data, demographic data, and purchase history are examples of information that can be prepopulated, saving time and allowing you to focus on making a sale and providing service. Your staff will be able to examine data thanks to automation.  

  • Capable of Dismantling Data Silos 

Many firms have been hampered by data silos, which have prevented them from sharing business insights. Data silos might also prevent your salespeople from accessing critical client information. It would be impossible to get the most out of Salesforce if your company had data silos. Salesforce allows you to collaborate with different departments to ensure that business processes are coordinated across units.  

  • Data Collection that is Efficient 

Salesforce provides a fantastic framework for integrating email systems into Salesforce’s inbox. This eliminates the need to switch from one system to another by allowing you to submit data directly from your inbox.  

Every customer’s pride and every sales team’s mission is to provide an excellent customer experience. Your consumer wants to feel like they’re the only one you’re dealing with, therefore you should use elaborate personalisation strategies throughout your interactions with them, from marketing to purchase.  

Salesforce’s filtering and querying capabilities can be used to divide your clients into distinct groups based on psychographics, demographics, and purchase habits. You may also automate segmentation, which allows you to customize your sales methods based on the people you’re talking to and their traits.  

  • A Learning Opportunity  

You’ll be responsible for educating end-users, updating and reviewing data records, debugging processes, importing leads, deactivating users, modifying roles, importing contacts, and running system backups, among other things, if you’re a sales administrator.  

However, if you are unfamiliar with Salesforce, performing such administrative activities may be challenging. If that describes you, the introduction of the Salesforce tool to your company may signify that you should begin studying for the Salesforce admin certification. Aside from the admin course, you might want to become a regular reader of Salesforce blog articles written by their top executives. Alternatively, you might join Trailhead, a Salesforce forum, to prepare yourself for the administrative task.  

  • Making Well-Informed Sales Decisions 

Salesforce allows you to collect data and perform analytics on the products that your customers buy from you. You can also make predictions about which consumers are more likely to convert into leads. You may visualize your company’s sales using data analytics to easily identify cross-selling and upselling opportunities for your services or products.  

  • Make the Most of Your Reporting Tools 

Your company’s sales staff may request that you provide them with important information that will assist them enhance their performance. That shouldn’t be a problem for you anymore, because Salesforce’s reporting features allow you to create reports and dashboards that provide professional data analytics and actionable insights.  

Salesforce is set up in such a way that all upgrades are automated, so you’ll never have to worry about business processes being disrupted or downtime. Salesforce will automatically update all new features as soon as they are available. This means you’ll be able to keep up with Salesforce’s cutting-edge technology as it evolves.  

  • Development Based on Sources 

If you’re a developer, Salesforce’s Lightning platform provides a fantastic Developer Experience (DX), allowing you to manage and develop applications. Version control can be done with the help of a tool like Git. 

You can utilize source-driven development to develop your application in collaboration with other developers. All changes to the code are logged, and a copy of the original code is kept. As a result, if a developer makes a fatal error, reverting to the original code is simple.  

  • The ability to create many sandboxes is a useful feature. 

This is yet another useful feature for programmers. Salesforce allows you to set up separate and dedicated development environments for testing and training. Who should have access to each specified sandbox can be limited. You can monitor the entire development cycle using this configuration. It usually leads to more effective sandbox management.  

A manual testing process exists in Salesforce. It can, however, take a long time, just like other manual testing processes. However, you are aware that it is critical. Salesforce responded by introducing an automated procedure that helps you save money and time. It also aids in the reduction of human errors that are typical in manual testing.  

  • Utilize Cloud Services 

a mobile desctop with salesforce icon

Salesforce offers numerous cloud-based services that you can use depending on your business needs: 

  • Marketing Cloud: Using targeted and studied messaging and campaigns, your marketing and sales teams may reach out to potential customers.  
  • Service Cloud: This is a crucial tool for improving customer service and assistance. You may provide focused post-sales and ongoing assistance to your customers using the service cloud. 
  • The Commerce Cloud is a solution that allows you to connect with your marketing and sales teams. Artificial intelligence can also be used to integrate customised e-shopping solutions.  
  • Salesforce professionals use the Assurance Cloud platform to provide advise. Through advice and recommendations, they provide professional instructions on how to use Salesforce to get the most out of the product.  


Final Thoughts 

Salesforce has a lot more to offer for practically all of your business needs. Salesforce’s website is a good place to start if you want to learn more about the company. If you haven’t yet integrated Salesforce into your company processes, now is a good time to start thinking about it.

Salesforce has been popular for years for a good reason—it can be instrumental in your business. Named the most loved CRM by Salesforce users, the platform has over 400 million users and is used by millions of businesses globally. Despite the company being one of the biggest in the industry, there are still many that are unaware of how the tool can benefit their business.. Read more about salesforce configuration best practices and let us know what you think.

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