Salesforce is the leading CRM today and more and more companies are catching on to the benefits that come along with implementing CRM. Once your company has implemented Salesforce it is important to remember that there are constant updates, new features and maybe some challenges you will face along the way. Below you will find some useful Salesforce tips and tricks help your company navigate the cloud-based platform.
Utilize Salesforce Trailhead
Many questions you and your colleagues have about Salesforce can be answered with Salesforce Trailhead training modules. These free, fun training tutorials can be accessed by anyone looking to learn more. The different “trails” include privacy and data protection, accelerating analytics with apps, admin training modules at three different levels and more. Spending a few hours advancing your knowledge in different aspects of Salesforce will surely improve the way your company uses Salesforce.
Alert your colleagues
Keep all of your team up to date and in the loop by setting tracking alerts. Email alerts will be sent to your selected team members who can then track your progress so that they never miss a beat. To set up alerts for your team, visit the set up screen and search for email alerts. From here, you can use WorkFlow Process Builder to create customized triggers for email alerts to be sent. This trick helps keep your team on track and eliminates confusion for your team.
Keep data in one place
Utilize the Data Import Wizard under setup to upload files from Excel into Salesforce with ease. This helpful tool will allow you to upload 50,000 records at once. Ensuring that all of your data files are in Salesforce is a key factor in making the most out of your CRM technology.
Once your company starts automating processes, you will be surprised at how much time you have for more important things, like making connections with your customers. You can automate reports, emails, and more with Salesforce on a daily, monthly, or weekly basis. This makes communication easier and allows you to “set it and forget it” so you can focus on your other tasks that cannot necessarily be automated.
Work with a Salesforce Partner
Though there are many Salesforce tips and tricks your company can learn through Trailhead or other resources, some challenges are best left to professionals. Luckily, there are certified Salesforce partners that work with Salesforce every day and know the ins and outs. Your company can reach out to a Salesforce consulting company like Cloudsquare.