Sunday, July 12, 2015
5 Tips For A Successful Salesforce Implementation, How To Use Salesforce Correctly!
Top Salesforce Tips
So you’ve implemented Salesforce and have begun your Salesforce journey! So now what? In brief here’s 5 steps to Salesforce Success…
1. Unclutter Salesforce is a huge platform and it is easy to fill it up with information without having a regular clean up. It is often the case that Salesforce page layouts become cluttered and users see too much irrelevant information. Solution 1: Field Tripp App Field Trip 5 Tips For A Successful Salesforce Implementation Don’t run around asking users what fields they do and don’t use. Field trips allows you to run usage reports on all standard and custom fields, so you can see exactly which fields are and aren’t adding value. Solution
2: Profiles ext 5 Tips For A Successful Salesforce Implementation The next step is to make sure that your profiles are correctly assigned and that page layouts are changing based on the logged in user. This will make sure that people only see the information relevant to them on any given page, saving a whole lot of confusion and page scrolling in their day to day routine. 2. Data Data quality is a huge part of the CRM success story and is easier than people think to stay on top of. Solution 1: DupeCatcher App dupecatcher 5 Tips For A Successful Salesforce Implementation DupeCatcher allows you to set rules up for catching data duplication on the front end (as users or systems add records into Salesforce). You can set up warnings and merge options based on users so they are aware when they are entering duplicate data. Solution 2: Address Tools App provenworks adress tools 5 Tips For A Successful Salesforce Implementation Address Tools ensures consistent country & state entry with validation and an auto-complete pick-list.
3. Automate Wherever possible use Salesforce to automate tasks and communication for both customers and employees. Solution 1: Workflows Talk to the different departments and figure out what processes are long and manual. Then use workflow rules to automate these steps. Solution 2: Pardot pardot logo 5 Tips For A Successful Salesforce Implementation As a Pardot user it would be rude not to mention marketing automation.Ok so Pardot is the only one that does come at a cost – but it is worth it! Use Pardot or similar to create drip campaigns and gain insight on where prosecpts are in the buying cycle. This is highly valuable as Sales reps will know not to waste their time calling leads which aren’t ready yet. Integrating data between Pardot and Salesforce also allows you to automate the lead assignment process so only marketing qualified leads are passed to Sales, determined by the prospects grade and score.
4. Explore Salesforce is huge. It’s a full time job staying on top of features from new releases, Apps on the AppExchange and the product eco system that revolves around your Salesforce.com system. Solution 1: Salesforce Administrator An internal administrator should be attending webinars and events, learning new skills and attending training and certification sessions as often as possible. The AppExchange is a great hunting ground for solutions and a good place to start. Solution 2: CloudSocius CloudSocius Logo Hi Res 5 Tips For A Successful Salesforce Implementation If you don’t have either budget or need to hire a Salesforce resource internally, then you need to talk to us and about our Salesforce Managed Service. This service provides you with your own Salesforce champion who will take care of your Salesforce org – unlimited support at a fixed cost. Better still it will cost you approximately a third of the cost for an internal hire. Get in touch with us today to find out more.
Step 5 – Monitor Reporting is at the very heart of Salesforce and CRM as a whole. What good is all this information if you can’t then accurately use it to make good business decisions? 1. Start at the top – find out what your executives need to know to keep the business running. What are their key metrics? 2. Capture the right data - Your reports and dashboards are only as good as the data behind them so planning is the key to capturing and displaying the correct metrics. 3. Build your reports – Start with out of the box Salesforce reports and learn the different reports types from there. 4. Build your Dashboards - The key to building dashboards your colleagues can’t live without is to match the dashboard metrics to a compelling business metric.
Contact me at tduggan(@)Cogentco.com at Cogent for more Info or to Network. Cogent delivers customers with Highly Reliable, Secure and Scalable IP Networks with over 190 markets throughout 38 countries in North America, Europe and Asia, with over 57,900 route miles of long-haul fiber and over 27,400 miles of metropolitan fiber.