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Salesforce Best Practices

Salesforce is an essential business tool. Thereu2019s a good chance the industry leading CRM and supporting applications power critical functions in your organization from sales and marketing to service and beyond, making it virtually impossible for users to imagine working without it.

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Salesforce Best Practices

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  1. Salesforce Best Practices Is Your Salesforce Installation Super or Sloppy? Salesforce is an essential business tool. There’s a good chance the industry leading CRM and supporting applications power critical functions in your organization from sales and marketing to service and beyond, making it virtually impossible for users to imagine working without it.

  2. At the same time, even an application as powerful as Salesforce might need a tune up every now and again. Perhaps your installation is highly customized and is more difficult to use than you’d like. Or perhaps your company has deployed other systems for accounting or ERP and Salesforce isn’t properly communicating with these new tools, requiring extra manual effort. Or perhaps you’re just interested in upgrading to the new Lightning Experience and taking advantage of the powerful new interface. Whatever your specific situation, here are a few warning signs that indicate you might be ready for some maintenance and enhancements: Your users spend their time copying and pasting between Salesforce and ● another application such as an ERP or even their email Your users frequently complain about old data, bad data, or missing data, ● causing them to update the incorrect account or enter other information incorrectly Your users aren’t receiving proactive notifications and reports from ● Salesforce about upcoming meetings, leads to contact, cases to service, and other important time-saving functions, or your workflows are no longer aligned with your processes Your users in different departments or on different sales teams sometimes ● step on each other’s toes, or voice concerns that their experience is cluttered with unnecessary information

  3. Your management team doesn’t have access to the reports and dashboards ● they need to run the business, or don’t believe the existing reports and dashboards are accurate or actionable You’re still on Salesforce Classic and aren’t taking advantage of the newer ● and faster user interface of other features of Salesforce Lightning If one or more of these issues sounds familiar, it’s probably time to speak with a Salesforce professional who can help transform your installation from sloppy to super. Read to learn more: Salesforce Best Practices ----------------------------------------------------------------------------------------------------

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