Optimizing Salesforce in 5 Simple Steps
As powerful as Salesforce is, it can only be as powerful as the team who sets it up. Optimizing Salesforce takes knowledge and experience to ensure you are getting the most from this robust CRM.
5 Steps in Optimizing Salesforce
1. Salesforce Integration
Implementing the procedure of data integrations into your Salesforce CRM is a very resourceful and efficient way to build a complete unified view of your customer while cultivating employee experiences. By joining internal databases, it allows businesses a massive competitive edge by leveraging data in new and influential ways. This is often due to integrating with pre-existing applications connect Salesforce’s API functionality by helping a business to grasp higher levels of effectiveness, value, and reliability.
Salesforce API Integrations
The options are limitless when it comes to Salesforce data integration. As a business owner you will need a connection among various disjointed systems – from data housed on external accounting, HR, and ERP systems – to social media platforms, e-commerce platforms, or on-premises software like Microsoft, Oracle, or SAP. The integration process will allow for seamless data management, improved business logic, and interoperability for your organizations team. Additionally, there are options for security integration that integrate authentication and legal tools to farther enhance user experience and reduce user administration process mechanism. Through the extensive API integrations, your business will see benefits as information will sync with different vendors across various platforms.
It’s essential to explore the various integration options linked with your Salesforce CRM platform, while also guaranteeing accuracy of data and logical configuration. Consider hiring a team of experienced Salesforce developers who can help your business reduce integration time, modernize traditional back-office systems and help your business be successful.
2. Salesforce Implementation
Salesforce could be a powerful CRM platform with infinite possibilities. With so many possibilities comes an intensive implementation process focused on creating your organization’s ideal CRM application. With all the possibilities, it could be overwhelming if you are implementing Salesforce into your organization for the very first time. You would need to consider what processes outline and define your business model. In the end, this discovery process will allow you to implement a Salesforce solution custom-tailored to your preexisting organization.
Implementation Optimized to Your Objectives
Some CRM processes like lead flow, campaign set-up, and customer acquisition planning require more consideration, preparation, and planning. Data maintenance processes also need to be considered to ensure data integrity. A knowledgeable implementation partner will help you through the process and ensure that it is an effective transition of your legacy CRM to Salesforce. SociumDigital has implemented Salesforce effectively through various set of arenas and businesses. We, at SociumDigital, understand how individual areas and components react with Salesforce technology. This gives us a competitive edge among general Salesforce implementation. We optimize your Salesforce platform beginning with a singular implementation approach customized to your objectives.
3. Salesforce Lightning
Lightning-speed user experience and lead flow is important to any business and their desire to competitively grow. To assist with this, Salesforce created a newly assessed and CRM interface specifically designed to aimed to increase sales precision for your business by increasing productivity in the sales workforce and effortlessly integrating with analytics and business intelligence (BI). Salesforce allows you to change between the both Salesforce Classic and Salesforce Lightning interfaces. You may consider optimizing your CRM processes through this latest upgrade when considering all the extensive features offered through the Lightning platform.
Salesforce Lightning features a visually upgraded homepage designed to assist your sales reps in staying organized and able to digest data smoothly. The features include a performance chart, a moment calendar module, organized lead flow visuals, and lead and account insights. Furthermore, there’s a brand-new activity timeline workspace. This feature allows sales representatives to generate multiple tasks, events, log calls, group emails, and successfully track and organize the actions in one place. It is important to be able to control your lightning components and creating a technique where you focus on the markup and style of the interface that is suitable for your business objectives. Ensure that you have a system in place where your entire business organization can utilize the offerings of Salesforce. Hiring experienced Salesforce developers will help you in optimizing Salesforce and to build single-page, powerful applications for numerous devices and/or write custom components for your employees to utilize or market through Salesforce Lightning Experience.
4. Salesforce Visualforce
Salesforce offers pre-built software applications, such as Salesforce Visualforce, to improve the CRM functionality. The application and utilization of Salesforce Visualforce will be difficult if you are not a developer since it consists of tag-based terminology, similar to HTML, that offers developers the easiest way of building applications and customizing the CRM interface. Some features accessible through Visualforce are custom flow control through its wizards, templates, and on-the-go deployment. In contrast to applications designed using conventional elements, Visualforce has optional styling elements which give a more definitive and livelier interface. Visualforce optimizes page components by using menu items, tabs, action items, custom dashboards, and personalized console components for your precise needs.
5. Salesforce AppExchange
Salesforce AppExchange could be a business app network for cloud-based software for business. A variety of customized apps are available with customer reviews and appropriate for various department and industry. Through AppExchange you’ll find components such as Lighting Data and Bolt Solutions along with consulting associates, and developers to help you extend the facility of Salesforce. This can play a critical role in increased accuracy, faster order placement times, reduced costs, and other positive business results.
Benefits of AppExchange
The greatest benefit of AppExchange is the partner community accessible and ready to bring your ideas to reality. Revolve Softech, a Salesforce implementation consultant and partner, takes your app ideas from thoughts to style and from simple services to connectors and custom applications all through a unified stress-free creation process. Our SociumDigital developers plan technical and functional designs ensuring you and your project get the best value out of this multifaceted feature of the Salesforce CRM platform. SociumDigital will add the functionality you want and need (like converting accounts back to leads), including custom calculations, workflows, triggered actions, and more.
We would be happy to help with integration, implementation, or other Salesforce component mentioned above. Start optimizing Salesforce today and send us a message!
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