Top 4 Salesforce tricks to hit the bull`s eye

July 24, 2018
Megha

Salesforce has emerged as the biggest thing in technology in the recent times. However, there is still a lot that people need to unearth about this amazing technology platform in order to get the best out of it.

This is exactly why we are going to bring forward some Salesforce tricks that can help every team in hitting the bull’s eye. So let us straightaway take a look at those tricks –

Pipeline Management Trick

Ideally, this is one of the most important things to know if you are looking to get the best out of Salesforce. As you know, good pipeline management is all about great visibility. For this, you can begin by upgrading to the Salesforce Lightning experience. By doing so, you will get access to features like a path that simplifies your lead management, qualification of leads and their conversion.

Pro tip: Have 4-6 opportunity stages which are defined quite clearly. This will help your team in maintaining the leads and opportunities without too much stress.

Account Management Trick

The second important trick you need to learn in order to make the most of your investment in Salesforce consulting is to learn how to manage duplicates effectively.

Remember, a clear and concise data could be the key to your success in Salesforce. But it’s easier said than done. Duplicate data can virtually make your sales team confused and can decrease their chances of success.

In order to stay safe from this, make sure you use lightning account search.

Pro tip: To make sure that the chances of duplicate data are minimized in the first place, you need to have clearly defined process for creating prospective customers in your Salesforce account.

Customization Trick

Salesforce provides you the flexibility to work the way you want to by offering customization options. You can create your own workflows leveraging options like process builders, formula fields, and custom objects, to name the major ones.

But remember, if not managed smartly, these Salesforce customization options could do more harm than good by confusing your team members. Therefore, you need to know how to customize your workflow efficiently.

Pro tip: Look for free apps in the AppExchange at Salesforce and you might get some out-of-the-box solutions.

Reporting Trick

Salesforce reports can prove to be your business’ best friend. So, you need to learn how to leverage the power of reports on the platform.

With various options in reports such as Quarterly sales across the business, My Opportunities closed for this month, Cases closed per agent month and more, you can eventually leverage the power of Salesforce analytics for the good of your business.

Plus, you can always use these reports to compare the performance of various team members and see how they are doing.

Pro tip: Figure out what you are interested in doing, and you will be able to better use the power of reports for your business.

So, are you ready?

The above-mentioned point sums up our list of tricks that you need to learn in order to hit the bull’s eye every single time while using the platform.

No matter the type of business you run, or the number of people you have as part of the team, learning these tricks can prove to be the best idea for you. If you have already invested your time and money in Salesforce development, it is time to learn the art to use the platform in the best possible member.

So, what are you waiting for? Try out these tricks and see what you end up achieving in return!

Looking for someone to help you with Salesforce consulting and development? Want to get the best Salesforce consulting services? Get in touch with the team of experts here at Signity Solutions and we promise to take care of everything for you. Drop an email at info@crmsignity.com and we will get back to you.

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Megha

Megha

Customer Relationship Manager at Signity Software Solutions Pvt. Ltd.
With over 8+ years of experience in customer relationship management and marketing, I have gained expertise in delivering cloud solutions to the business community.

Apart from business development, I offer consulting services in the field of CRM and ERP solutions.
Megha

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