How To Increase Your Salesforce ROI

Salesforce is a powerful CRM tool, but it's not cheap. In order to get the most out of your investment, you need to make sure you're using it to its full potential. Here are 10 tips to help you increase your Salesforce ROI.

1. Keep your data clean

This one might seem obvious, but it's important nonetheless. The more accurate and up-to-date your data is, the better Salesforce will be able to work for you. Make sure you have a system in place for regularly cleaning and updating your data, and that everyone on your team is aware of and following these procedures.

2. Use automation features

Salesforce offers a number of automation features that can save you time and money. For example, consider using auto-response rules to automatically send emails or create tasks when certain events occur. Or take advantage of lead scoring and routing to ensure that your sales team is spending their time on the most promising leads.

3. Take advantage of custom reports and dashboards

Salesforce's reporting tools are extremely powerful, but they can also be complex. Don't be afraid to ask for help from Salesforce CRM Consultants who know how to use them to their full potential. Utilizing custom reports and dashboards can give you valuable insights into your sales pipeline and help you identify opportunities for improvement.

4. Use Salesforce Chatter

Chatter is a great way to encourage collaboration within your team and keep everyone on the same page. But it's also useful for tracking external contacts such as customers, partners, and suppliers. By monitoring relevant Chatter groups, you can stay up-to-date on what's happening in your industry and quickly identify any potential sales opportunities.

5. Integrate with other systems

If you're not already doing so, start integrating Salesforce with other systems such as your accounting software, marketing platform, email provider, etc. Doing so will save you time by eliminating the need to manually enter data into multiple systems, and it will also give you a more complete picture of your business by providing a single source of truth for all of your data.

Also Read: Top 5 Most Popular Salesforce Integrations

6. Use Einstein Analytics Plus (EAP) 

Einstein Analytics Plus is an AI-powered analytics tool that can help you uncover hidden patterns and trends in your data. It's available at no additional cost for all Salesforce Enterprise Edition customers, so if you're not already using it, there's no reason not to take advantage of it.

7. SalesforceIQ Inbox

This is another AI-powered tool that can help improve your productivity by suggesting the next actions based on previous email conversations. It's important to note that this feature is currently only available for Gmail accounts.

8. Create Process Builder Flows

Process builder flows are an easy way to automate repetitive tasks in Salesforce. For example, you can use them to automatically send follow-up emails after a sales call or create a task when a deal moves from one stage to another in your pipeline. Creating process builder flows can save you a lot of time in the long run, so if you're not already using them, now is the time to start.

Also, read this amazing blog: Guide To Salesforce Data migration

Conclusion

These are just some of the many ways that you can increase your Salesforce ROI. By taking advantage of the features and tools that are available to you, you can make sure that you're getting the most out of your investment in Salesforce. If you need help getting started or want more information on how to use Salesforce effectively, our Salesforce Consultancy Services can help. Also, don't hesitate to reach out to us at sales@emorphis.com. We're always happy to help!