Six Steps to Optimize your Salesforce CRM

While you may have completed research works and concluded that Salesforce is the most suitable option to move along prevailing business requirements; there more aspects that hold importance. You may have the intended audience for your website; marked your presence on various social platforms and released enough business cards. Also, you may have dealt with leads, converting them into clients.

However, your clients delete their accounts for some reason. The reason maybe it’s not useful for them, or your rival is a good operator and has cleaned your clients! With tough competition and clients that are likely to change their perceptions, you require every single tool accessible to engage your clients and to win over your competitors. Salesforce Development would work well with several practices for its optimization in the long run.

Best Ways to Optimize your Salesforce CRM

It is better to ensure best practices before any serious problems occur and create disturbances. Since things may be working out well presently, it may be good to look out for several tips that may help operations in the long run. Here are the best practices to optimize the performance of your CRM:

    1. Salesforce Implementation

You can create a unified view of the customers along with improving the employee experience through the implementation of data integrations within your Salesforce CRM. When you connect internal databases, your business is likely to obtain a competitive advantage; bringing up powerful new ways to leverage data.

An important reason for this may be that Salesforce integration with existing applications allows harnessing the API functionality. This subsequently lets an organization accomplish the goals of efficiency, consistency and higher operational value. While there are many different options for integration, Hubspot integration with Salesforce will get you some worthwhile outcomes.

Apart from interoperability, you are also offered with considerable options for security integration. Your business can make the best out of the various robust API integrations that this platform allows. Exploring the diverse integration options along with a check on logical configuration and data accuracy is quite crucial. There are instances that would require you to hire an efficient team for settling Salesforce CRM for your platform. This will subsequently modernize back-office systems and reduce integration time.

    1. Salesforce Implementation

Salesforce being one of the most robust platforms offers your organization with endless possibilities of ascending towards success. Well, these possibilities require several rigorous procedures of implementation and work along with the goal of availing an ideal CRM application for your organization. If you are conducting Salesforce implementation for the first time, it is important to carefully define these processes based on your business model.

These procedures include lead flow, customer acquisition planning, and campaign-setup which tend to require preparation, planning and thoroughness. You should consider data integration processes that can look up to cross-silo consistency and data integrity. Finding a knowledgeable integration partner will help you conclude everything at its best.

    1. Salesforce Lightning

Lead-flow along with lightning-fast experience could be very helpful to your business. This newly transformed CRM by Salesforce is therefore perfect for maximizing the productivity of sales representatives. It integrates business intelligence and analytics to make business precisions even more sophisticated. With Salesforce, you can switch between different interfaces, Lighting, and Classic.

The robust features offered with Salesforce Lightning are perfect to let you manage things better than ever with regards to your organization. All the different features available with it are known to be visually upgraded as compared to Salesforce classic.

These include organized lead flow visuals, calendar modules, and account and contact insights to keep your sales team organized and embezzle data with ease. The new Activity Timeline Workspace allows you to create events and tasks, send emails, log calls and track all the activities in one place. Leveraging Lightning components would help to accomplish tasks perfectly. Maintain a centralized system where the entire organization can optimize operations.

    1. Salesforce Visualforce

Salesforce avails prebuilt applications which could be great to improve the CRM’s functionality. However, despite its robustness, Salesforce Visual force could be hard for you to handle if you’re not a developer. It could poise enormous undertakings that include tag-based markup languages. There are various features with Visualforce allow custom flow control through its templates, wizards and deployment on-the-go.

It comes along various optional styling elements that offer an animated user interface that is richer in comparison to applications that may be designed with conventional elements. Visualforce lets you optimize page components using tabs, custom dashboards, action items, menu items, and personalized console components. It has the capability to integrate web-based technologies for user interface creating user-driven functionality that is highly customizable. An experienced team of Salesforce developers could help you the best to accomplish tasks like this.

    1. Salesforce AppExchange

Serving cloud-based business software, AppExchange is one of the best app ecosystems. It provides a wide variety of apps for specific industries along with their customer reviews. With the help of AppExchange, you could reach out to developers and consulting partners, Bolt Solutions and Lightning Data. All these are perfect to let you extend the power of Salesforce.

They bring you positive business results like the faster placement of orders, greater accuracy, and reduced costs. The vibrant partner community is the most important advantage offered by AppExchange. Utilizing your app ideas, it helps in the stress-free creation of excellent applications.

  1. Let Business Objectives Determine the Roadmap

Business objectives are actually the points where the rubber meets the road. Strategies and visions are important to determine day-to-day work and activities. Replicating things as per old business activities during the implementation of a new CRM system is one of the greatest mistakes commonly made by business owners.

These objectives are the ones that are being worked upon for many years and carry their own inefficiencies. It is rather suggestible to take a look at implementation procedures and strategies in order to review and optimize the way you handle tasks. Salesforce Development can turn out to be more sophisticated with proper planning and execution.

The points listed here would surely be helpful for you to optimize your Salesforce CRMs.

Chitiz Agrawal

12+ years of experience in Salesforce.com CRM Platform and Java technologies. Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement engineering, architecture design, development, enhancements, testing, deployment and maintenance of standalone, multi-tier, web-based, and portals based object oriented enterprise applications. • Certified DEV 401 developer, ADM 201 Administrator and Sales Cloud Consultant. • 8+ years of Techno-Functional experience with Salesforce.com/Force.com platform in providing CRM solution. • Ability to independently perform development, testing, implementation, documentation and updating. • Ability to work independently and engage supervisor as needed and to handle full workload and meet proposed deadlines. • Excellent Interpersonal, Communicational, Organizational and Team Leading skills Specialties: Salesforce.com: Sales Cloud, Service Cloud, Force.com: Custom Cloud Salesforce.com: Reporting and Analytics of Sales, Service, Custom Cloud Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader JavaScript, XML, SOAP, WSDL, HTML, AJAX, Web Services JDK, J2EE, Servlets, JSP.

Chitiz Agrawal

12+ years of experience in Salesforce.com CRM Platform and Java technologies. Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement engineering, architecture design, development, enhancements, testing, deployment and maintenance of standalone, multi-tier, web-based, and portals based object oriented enterprise applications. • Certified DEV 401 developer, ADM 201 Administrator and Sales Cloud Consultant. • 8+ years of Techno-Functional experience with Salesforce.com/Force.com platform in providing CRM solution. • Ability to independently perform development, testing, implementation, documentation and updating. • Ability to work independently and engage supervisor as needed and to handle full workload and meet proposed deadlines. • Excellent Interpersonal, Communicational, Organizational and Team Leading skills Specialties: Salesforce.com: Sales Cloud, Service Cloud, Force.com: Custom Cloud Salesforce.com: Reporting and Analytics of Sales, Service, Custom Cloud Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader JavaScript, XML, SOAP, WSDL, HTML, AJAX, Web Services JDK, J2EE, Servlets, JSP.

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