Let’s quickly look at 5 easy ways to optimise your SalesForce CRM
1) SalesForce Integration
Seamless integration of data into your SalesForce CRM is best way to develop customer trust and at the same time improving employee experience . Making connection of database gives business a one layer extra advantage by leveraging data in new and powerful way . SalesForce API helps integration of SalesForce CRM with other existing application in the marketplace , which aids organisation to organise more consistency and efficiency .
Salesforce offers endless options in respect to Salesforce data integration . As an agency owner if you are looking to connect Salesforce with your existing HR , ERP , Social media or even e-commerce platform it can be done easily . It even facilitates connection of disjointed systems for on premises software like Oracle , Microsoft or SAP .
So it is important to explore diversified options which are already being present in SalesForce CRM . Always prefer to hire a team of Salesforce developers who can optimise your business efficiency to next level and are expertise in their fields .
2) SalesForce Implementation
Salesforce is a CRM which has endless opportunity . Now it depends on your organisation that what do you want to implement which can be ideal all in one solution for your company . So if you are new to Salesforce CRM and integrating it for the first time , then you must take care of what process will define your business model . Winklix can aid you in implementation of Salesforce as per your custom demands and needs .
Salesforce CRM process contains series of flows such as lead flow , campaign management , customer acquisition planning and so on . At the same time you must take care of data integrity and cross silo consistency . So in order to get the best out of it , it is always preferred to have an implementation partner on board who can help you in implementation as per your approach moulded to your objectives .
3) SalesForce Lightning
In today’s world everyone wants lightning fast solution . And thus to enhance the experience of Salesforce CRM , SalesForce has introduced Salesforce Lightning CRM which is specially designed to maximise sales reps productivity which is duly integrated with analytics and BI ( Business Intelligence ) to drive more sales for your business . Salesforce enables switching between two versions namely Salesforce Classic and Salesforce Lightning .
Salesforce Lightning consist of dashboard with calendar and performance chart so that your sales team can easily get the organised lead data , check calendar and track their performance report at the same time . In addition to it , sales reps also gets new Activity Timeline workspace wherein sales reps has an option to create tasks , punch call logs , send emails and track their activities all from a single window at one place . So in order to get bet out of it , always consider hiring an experienced Salesforce developers who can build custom components for you so that you can effectively use the same in your marketing strategy through SalesForce Lightning Experience .
4) Salesforce VisualForce
Salesforce offers application prebuilt in it which helps in improving CRM functionality . Salesforce Visualforce exactly does the same . But visualforce is based on tag based markup language which is very similar to HTML , so if you are not from a technical background then unfortunately you would not be able to customise it . Some of the most popular features offered by Visualforce are custom flow control through template and on the go deployment .
The components of the page can be designed well using Visualforce . The components of the page means dashboard , tabs , menu items and so on . It also consist of styling element which enables designing of richer animated user interface .
So always make sure to hire an salesforce visualforce implementation partner who has in house team of developers who can gives your Salesforce best optimise functionality .