Title: Continuous Enhancement Salesforce | QR Solutions Pvt Ltd
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Continuous Enhancement Salesforce
25 Winning Ways to Enhance Salesforce for Maximum
Business Value
In the present climate, many companies around the
world are awaking to the importance of CRM.
Recent statistics estimate that 91 of
businesses with over 11 employees use CRM,
compared to 50 of those with about ten
employees or less. Salesforce has been gaining
momentum among the CRM enthusiasts at a steady
phase. For the 13th Consecutive Year, Gartner
names Salesforce as the Leader in the Magic
Quadrant for Sales Force Automation. Salesforce
is a guaranteed way to develop internal business
operations and generate productive results.
However, such results can be assured only and if
the businesses exhaustively utilize Salesforce,
rather than merely employ and deploy. As a
Salesforce Consulting partner seasoned with years
of improving business infrastructures, we present
five proven ways to embed Salesforce in your
success equation!
31. Use it as a Resource, not just as an Asset
A resource is something that one uses to achieve
an objective. An asset is something of
value. Therefore, a Resource is something you
use to create an Asset. Salesforce is often seen
as an expensive Asset by businesses, that needs
careful administration. Whereas in reality,
Salesforce is a highly functional Resource with
vast potential and flexibility. The key is to
make Salesforce a part of your business
structure, rather than just exercising it as
peripheral assistance. Intensive operative
features bring in progress and efficiency, but
only when there is the heightened utility of the
Resource. To blend Salesforce into your business
DNA, make sure to choose the suitable
customization accordingly. A blend of rightful
integration, appropriate select of 3rd party
AppExchange apps, and rigorous user training
will help you exploit Salesforce for all its
worth. You can also further reinforce custom
configuration to add robust features to your
Salesforce platform, thereby expanding the scope
of your business tasks.
42. Prioritize, Plan and Persevere Integration
Usually, data resides in different systems used
by the various departments of the organization.
Therefore, it becomes difficult to determine the
primary source of data. Say, for instance, the
sales teams may enter the data for one
particular customer in multiple systems. In such
cases, the credentials of the customer stored in
one single system may prove to invalid or, the
assimilation of the details from different
databases may prove to be complete and
valid. This uncertainty in the location and
credibility of data eventually decreases
productivity due to the resultant time-lapses
and data discrepancy. To create a unified source
of data, prioritize, and plan your Salesforce
Implementation and Integration solutions. Salesfo
rces open API makes it possible to integrate
disparate systems, like the data that has been
stored in ERP, HR, and on-premises software, to
build a centralized view of your customer
data. With the right Salesforce Partner, you can
achieve complex integrations at a reduced time
with total accuracy.
53. Kaizen Salesforce
Salesforce should be utilized as a comprehensive
business platform, and not just as a sales team
solution. With Salesforce, there is always scope
for improvement. The best practice would be to
measure results and progress post-Salesforce
Implementation and maintain an overarching
vision of your business with Salesforce. Adopt an
agile approach to implement Kaizen, i.e.,
continuous improvement, steadily passing through
each step of the operation, so that there is a
balanced level of user-adoption. And it is not
just your business that would be evolving around
your technology, but the Salesforce platform
itself tends to shift over time. Salesforce
delivers hundreds of innovative features three
times a year during seasonal releases. In
addition to the Releases, new third-party apps
and solutions join the Salesforce AppExchange
each month.
Therefore, right from reviewing your customer life
cycle until the enactment of creative marketing ef
forts, Salesforce drives you to incorporate
Kaizen in your business DNA.
63. Kaizen Salesforce
Salesforce should be utilized as a comprehensive
business platform, and not just as a sales team
solution. With Salesforce, there is always scope
for improvement. The best practice would be to
measure results and progress post-Salesforce
Implementation and maintain an overarching
vision of your business with Salesforce. Adopt an
agile approach to implement Kaizen, i.e.,
continuous improvement, steadily passing through
each step of the operation, so that there is a
balanced level of user-adoption. And it is not
just your business that would be evolving around
your technology, but the Salesforce platform
itself tends to shift over time. Salesforce
delivers hundreds of innovative features three
times a year during seasonal releases. In
addition to the Releases, new third-party apps
and solutions join the Salesforce AppExchange
each month.
Therefore, right from reviewing your customer life
cycle until the enactment of creative marketing ef
forts, Salesforce drives you to incorporate
Kaizen in your business DNA.
7Thank You
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