1 / 7

Salesforce Mistakes Companies Must Avoid

Salesforce brings all your sales, marketing, and customer service data into one platform, giving you real-time insights and full visibility into your customer journey. With automation, customization, and powerful reporting, Salesforce helps you work smarter, close deals faster, and build stronger customer relationshipsu2014driving consistent business growth.

Albert60
Download Presentation

Salesforce Mistakes Companies Must Avoid

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Read More Page 01/07 Mistakes companies Must Avoid @achieva.ai Save This Post

  2. Read More Page 02/07 Lack of Clear Strategy 1. Before jumping into Salesforce, define the purpose. Without a roadmap, teams get lost in features rather than business outcomes. A clear strategy aligns Salesforce with your goals and prevents wasted effort. @achieva.ai Save This Post

  3. Read More Page 03/07 Over Customization 2. More isn’t always better. Excessive custom fields, workflows, and automation slow down the system and confuse users. Keep Salesforce simple, scalable, and aligned with real needs—not every idea needs customization. @achieva.ai Save This Post

  4. Read More Page 04/07 Bad data = bad decisions. Duplicate records, missing fields, and outdated information weaken your reporting and sales insights. Clean, accurate data ensures Salesforce becomes a powerful decision-making tool. 3. Poor Data Quality @achieva.ai Save This Post

  5. Read More Page 05/07 Skipping User Training 4. Even the best system fails if users don’t know how to use it. Invest in training and adoption when users understand the “why” and “how,” Salesforce becomes part of their daily workflow—not just a task. @achieva.ai Save This Post

  6. Read More Page 06/07 No Continuous Optimization 5. Salesforce isn’t a “set it and forget it” platform. Businesses evolve, processes change. Reviewing and optimizing Salesforce regularly ensures it grows with your company—not against it. @achieva.ai Save This Post

  7. Read More Page 07/07 Stop struggling with Salesforce. Start scaling with it. Our certified experts help you implement, customize, and automate Salesforce the right way — aligned with your business goals. You can book your consultation today www.achieva.ai info@achieva.ai @achieva.ai Save This Post

More Related