If you are a Salesforce user and enjoy every bit of this amazing CRM, then this blog post is what you need right now to make yourself more productive while using your Salesforce instance.
To help you perform better and more efficiently at your job and to let you focus on the essential tasks, your company would have invested a good chunk in Salesforce. But sometimes, due to the lack of proper training, user adoption, or guidance from Salesforce consultants, users don’t actually benefit from it completely. Salesforce has amazing features in abundance that helps one to be productive while using it.
Here, we have listed some hacks that can help you use Salesforce more efficiently:
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Align Closely To The Business:
It is essential to make sure that you align your Salesforce goals with the business goals. It is necessary to ensure that you are effectively communicating with the business and altering Salesforce with every change that your business needs. Keep a constant tab on your Salesforce instance to make sure that your original implementation is still in alignment with your current business initiatives in order to avoid wasting time on unproductive tasks.
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Analyse Metrics With Reports:
You must be familiar with Reports and Dashboards that your admin set up to display important stats and KPIs. But have you ever created one yourself? Not only your admin, but you too can generate reports in Salesforce. They are not at all difficult to create and provide helpful insights. If you want to gain insights from your records, you can create a report yourself.
Some of the important questions that a Salesforce report can answer are:
- What industry are most of the accounts in?
- How long does it take to close a deal?
- What is the source of the lead?
Apart from giving imperative insights into your work, reports give you insights into your business as well.
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Create Custom List Views:
List Views in Salesforce help in managing distinct sets of data within Objects. Salesforce provides standard list views that are great, but creating custom list views can aid you in improving your productivity further.
Creating your own custom list views allows you to manage your records in a better way. You can switch between them to get the most relevant information or use a single, much broader list view. Creating custom list views also offers the ability to use inline editing for updating mass data and to quickly clean information.
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Make Use Of Chatter:
Chatter is an enterprise collaboration tool offered by Salesforce that allows you to connect and collaborate with the customers, partners, and businesses. It can also be used as an employee directory or a company intranet. Some of the Chatter’s features include uploading images and files, adding comments, mentioning your manager or sales engineer to ask them for help, and more. Another way of using Chatter is via Groups. You can create groups internally in your Salesforce instance, or externally by inviting your customers.
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Utilize Core Functionalities:
If you are not utilising core functionalities like tasks, activities and emails, it is time you start doing that. These functionalities may require you to invest your time adding a bit of extra data into Salesforce but will help you immensely.
- Activities – This functionality lets you have a record of interactions happened with your customer, and records important meeting notes and brief comments about why you interacted with that particular client.
- Tasks – This functionality enables you to create an action to follow up with. You can set a reminder and date with a brief description and even enable you to set tasks for others.
- Emails – This functionality allows you to send emails to your clients from Salesforce directly. You can save time by selecting any Email template that Salesforce offers. These emails can be automatically saved to Salesforce.
These were some of the hacks aimed at helping you utilize Salesforce more efficiently and productively. There are many other hacks that Salesforce developers and users utilize that are ready to make your journey much smoother. Let us know if you want to share any of those with us!
