That Little Extra You Must Do to Get the Max Out of Your Salesforce Investment
That Little Extra You Must Do to Get the Max Out of Your Salesforce Investment
April 04, 2021
While Salesforce is a modern, all-encompassing, and comprehensive cloud solution that helps optimize every stage of the sales funnel, putting in some extra effort can help in maximizing the returns from your Salesforce investment. Here are some practical tips to achieve that.
Organizations across almost every industry today are embracing Salesforce to streamline lead management, enable efficient email marketing, ensure sales alignment, and unearth insightful analytics to drive highly effective business results. And although Salesforce empowers businesses with the most modern tools and capabilities, getting the maximum out of the Salesforce investment requires some effort. It is possible to use the solution as-as,
Salesforce paves the way for several benefits
As a leading CRM solution, Salesforce delivers a myriad of modern features that empowers organizations to get a holistic view of their customers and make data-driven real-time decisions. With Salesforce, organizations can
- Enhance sales productivity by reducing the time spent on administrative tasks
- Efficiently track and monitor every customer's engagement journey from start to finish using a single unified tool for marketing, sales and service
- Simplify complex tasks like configuring & pricing products, quote generation, contract negotiations, and order management.
- Get a 360-degree view of customers and leverage intelligence from the data collected to accurately predict their needs, buying behavior, purchasing journey, etc. and deliver services that drive results
- Enhance customer satisfaction through omni-channel customer service
The efforts you can take to maximize Salesforce investment
Despite Salesforce being a modern, all-encompassing, and comprehensive cloud solution that helps optimize every stage of the sales funnel, putting in some extra effort can help in maximizing the returns from your Salesforce investment. Here are some tips:
Ensure a holistic implementation spanning multiple clouds
To get the best results from your Salesforce solution, make sure to embrace the solution in such a way that it provides a 360° view of your customers while integrating seamlessly with internal and external systems. Implementing the solution across multiple clouds is a great way to enable end-to-end integration:
- Use Marketing Cloud to enable marketing journeys across enterprise and consumer segments
- Use the Sales Cloud to manage complex sales processes through simple product catalogs while increasing visibility and improving the order and quote management process.
- Use the Service Cloud to reach customers instantly on the channel of their choice and provide support with greater speed and precision.
- If relevant, use the Commerce Cloud to enable eCommerce transactions.
- Evaluate use of industry specific products like Financial Services Cloud, Telecom, Insurance to leverage industry specific data models, prebuilt entities and business processes.
- Evaluate use of MuleSoft to integrate Salesforce with other systems to create an integrated enterprise and do away with siloed views of business
Configure vs. Customization
While out-of-the-box Salesforce products offer a gamut of capabilities, it is sometimes necessary to build on top of these products to meet specific business needs / industry or business nuances. Salesforce provides a great deal of flexibility to configure specific business rules and extend data models. However, sometimes it becomes necessary to customize to meet specific requirements. It is important that a customization decision be fully evaluated, and any customization is done within the guidelines to ensure compatibility with future product releases.
Ensure data quality
Although your Salesforce solution is built with innovative features and capabilities, it needs consistent, accurate, and updated data to work magic. If you want to get the best results from your investment, you need to look at data as a strategic asset and work towards maintaining it, so you can get the most benefit. Make sure to have a strong data management and governance framework in place to have all your stakeholders on the same page and ensure your Salesforce solution is always working on the most updated and accurate data.
Constantly enhance the end-user experience
Given the breadth and depth of Salesforce, it is important to tailor the end user experience just right to enable rapid adoption. For a poorly implemented solution, it is common for users to lose their way in the sea of features, interfaces, and data fields. If you want to strike the perfect balance between the available capabilities and your end-user experience, it is important to focus on ensuring seamless accessibility and usability. Offer interfaces that are easy to understand and quick to get used to. While building reports, make sure users get a comprehensive understanding of the reported metrics just by looking at them. As far as possible, remove fields that are not needed or are unnecessary. And make sure to maintain consistency across the user experience to build credibility and make the experience as effortless and flawless as possible.
Leverage the capabilities of an expert partner
Although it is possible to rely on your in-house team to implement and support the Salesforce solution, engaging with experts in the field can lead to unmatched results. Expert partners not only bring with them a deep understanding of the industry you are in; they also deliver laser focus on specific business needs leveraging the best tools and resources to transform your business. They can make the best use of data to uncover deep insights, build great experiences for your users, and suggest the next best steps. With a partner, you can create memorable, personalized customer experiences while always prioritizing security and compliance.
Adopting any Salesforce solution can take your organization to great heights; but given the amount of time, money, and effort that goes into successful implementation, it pays to do that little extra to maximize ROI. Following these tips can help you in driving the best results from your Salesforce solution while empowering your business to achieve its goals smartly and quickly.
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