By following good practices, you can enhance business operations effectively. Learn more.
Salesforce, in this evolving world, can revolutionize business approaches. Therefore, it is essential to maximize its benefits. You have to understand its capabilities and customize it according to your business goals. Good practices streamline operations, and automation helps your team to focus on strategic tasks.
Moreover, it enables the accuracy and consistency of business data. High-quality data is vital for effective decision-making. Similarly, with the right tools, one can increase their sales, and improve their business performance.
Most importantly, salesforce is a leading platform in the data security aspect. Where data security is the primary concern of customers, salesforces provide you with tools essential for proper security measures.
By following good practices, you can enhance business operations effectively. Additionally, BRQ will help you learn more about Salesforce.
1. Tailoring Salesforces for Your Business Processes
One of the best things about Salesforce is that your business can customize options according to the business needs. Every business has different workflows with varying requirements. Therefore, Salesforce allows you to mold the platform to fulfill these operational requirements.
The tailored Salesforce platform maximizes customer relationship management strategies, ensuring seamless operations. Customized and flexible platforms increase productivity and efficiency.
A tailored Salesforce environment provides employees with intuitive systems that align with their daily tasks. Employees adopt easily customized systems, and it improves efficiency, helping them in better decision-making.
To utilize and align Salesforce, your business can adopt a various feature such as:
- Custom Objects: Salesforce enables your business to have custom objects specific to your business. For instance, custom objects enable you to store and capture information that standard Salesforce objects might not capture. These custom objects help you to track special data such as projects, events, etc.
- Theme layout and components: Your business can tailor page layouts accordingly with sales and business models. Customized theme pages and components keep the information in a structured manner, giving the employees quick access to essential components.
- Workflow rules: Your business can tailor workflow rules to automate tasks and operations. Workflow rules can help in better consistency and productivity of your business process. BRQ customizes salesforce according to business requirements for easy integration.
- Salesforce app exchange: Salesforce AppExchange is a marketplace giving you access to pre-build apps. You can integrate a wide variety of apps for functions such as project management, automation, or other customer service operations.
2. Emphasizing Data Quality
As you all know, data quality is the lifeblood of any business. Maintaining data quality is paramount for any CRM system. Therefore, it is crucial to prioritize data management strategies.
Data management strategies might include standardization, data cleansing, data rules, data profiling, governance, and matching and merging. These strategies ensure high-quality data that is reliable, accurate, and updated.
High-quality data further helps in efficient operations and improved reporting. Implement the following strategies to your business process for maintaining quality data:
- Data Cleansing: Ensure regular data cleaning of your system to maintain accurate quality. This means that your business operational data should not have duplicates, incorrect or missing data.
- Data profiling: Data profiling of your business helps you analyze data and determine its current quality.
- Data Rules: Set data rules and train your operational users within the salesforce. For instance, there should be a rule stating that certain data fields should not be left blank and must be filled within the system.
- Governance: Make and implement a data governance strategy that manages the security and availability of data.
- Standardization: This means creating naming and data standards with strict rules and criteria. The users must follow these data standards while entering data to maintain consistency.
3. Focusing on Security
In a world where data crimes are common, your business should stand out by focusing on data security. Salesforce offers a wide range of security features, helping you comply with safe security procedures.
According to the annual data breach report by the Identity Theft Resource Center conducted in 2023, there were an average of ~12 (12.3) data breaches reported each business day in 2023 in the USA, while in the European Union, there were an average of 912 compromises reported each business day in 2022.
These soaring data breach numbers compel businesses to take necessary steps. BRQ helps your business to take security measures best for your business. Within Salesforce, your business can take these measures for data protection:
- Multifactor authentication: MFA protects against potential threats like phishing attacks or other cyberattacks.
- Security Health Check: Salesforce has a tool called health check. This tool enables admins to manage security settings. They can identify and fix security settings and create custom security criteria.
- Monitoring Access: Securely manage and monitor your system by giving limited access to specific people only. Allow entry to your salesforce system from certain IP addresses, for instance, you can set it up in a way that only your office computers can access your business Salesforce.
- Awareness of Phishing Emails: Train your users about fraudulent emails. These emails can capture information by installing malware.
4. Enhancing Efficiency through Automation
Salesforce can automate repetitive tasks. This allows your employees to focus more on other strategic activities. BRQ can help your salesforce set-up integrate and utilize these built-in automation options.
Additionally, Flow Builder is a new salesforce tool that helps streamline workflows and improves overall efficiency. Task, sale process, and marketing automation enhance productivity. It helps reduce error rates and streamline the overall process.
- In task automation, teams can ensure timely follow-ups, automate reminders and assignments, and prioritize other strategies.
- In sales process automation, the sales team can streamline and predict sales patterns. The team can easily do routine follow-ups.
- In marketing automation, your business can identify and target relevant customers. Your team can target customers with automated messages, ads, and emails.
5. Integration with Other Tools
Integrating other software within the salesforce system creates a unified system. A cohesive system has all the necessary data and applications essential for efficient business operation. Salesforce allows flexible integration with other tools like:
- Native integrations with popular tools like Google Cloud, Zoom, Slack, DocuSign, etc.
- Third-party integrations like apps that are available on Salesforce AppExchange.
- Tools like Zapier can help you connect with various apps enabling seamless automation.
- Salesforce has data integration tools enabling users to use point-and-click tools. These data integration tools bring together entirely separate systems to give a unified view. These different systems can be external ERP, supply chain, and software like Oracle, Microsoft, and SAP.
6. Implementing Change Management Strategies
- When your business evolves, there are many changes in Salesforce setup. Therefore, you must have change management strategies to cater to these changes.
- Firstly, you need to understand and measure the extent of change. Change can be transformational, user-centric, structural, or remedial.
- Once you have evaluated the extent of change, you can move on to the next step. Form a team and conduct a readiness assessment.
- An effective readiness test gives information about the user’s experience with new changes. Use the findings from the readiness test and develop a strategy.
- Communicate effectively with everyone, informing them about the what and how behind changes.
- Additionally, test out the changes in Sandbox. Here, the admins can test out the changes before implementing them.
- After experimentation, deploy the changes in the setup.
- Ensure to track and analyze adoption metrics.
7. Optimizing Lead Management
Automated lead management significantly saves time, and speeds up the tasks.
- Lead Assignment Rules:
With Salesforce, you can set up rules that automatically lead to the right rep. You can set up pre-defined criteria like location, product type, etc.
For instance, if a lead comes from a geographical location, then Salesforce automatically assigns the task to the sales rep responsible for the region.
- Web-to-lead:
Salesforce offers a feature known as Web-to-lead. It captures leads from your website. In this way, you can quickly respond to customer inquiries. You can track the effectiveness of your marketing campaigns.
For instance, when a customer submits a contact form on your website, Salesforce creates a lead record, enabling your sales team to follow up with the lead quickly.
- Lead Scoring and Routing:
It automatically scores leads based on demographic criteria, engagement level, or other standards.
Salesforce can route high-quality leads and send them to appropriate sales reps. In this way, your best sales rep automatically receives high-score leads.
8. Utilizing Dashboards for Performance Tracking
Salesforce enables businesses to craft customized dashboards for tracking key performance indicators. Salesforce provides powerful dashboard capabilities. It helps you track sales, customer satisfaction, marketing campaign reports, and overall view of other important metrics.
It helps you visualize all the data, showing areas of improvement and business performance. BRQ can help you identify the indicators best for your business.
- Firstly, identify Key metrics aligning with your business goals.
- Customize reports and filters, tailoring the team’s needs.
- Customize the dashboard and combine all data on one display.
- Activate automated reports.
- Give access to the keyboard to relevant teams.
A Client Story: How BRQ helped Fey to adopt Salesforce
Fey, a global steel company, is Brazil’s largest manufacturer of fasteners. They faced challenges in producing a unified platform aligning marketing strategies with sales and post-sales. The ERP system could not provide a holistic perspective of customers.
It created a gap, and Fey could not gain insights into customers’ requirements. To address these challenges, Fey turned to BRQ, a leading consulting firm with expertise in Salesforce. BRQ brought a team of 170 certified Salesforce experts. BRQ was backed by a successful record of 200 satisfied clients and over 300 projects.
As a Salesforce Platinum, BRQ implemented a CRM system providing transformative results. CRM system provided a detailed overview of each customer. In this way, BRQ helped Fey make data-driven decisions, take new initiatives, optimize customer relationships, and boost sales.
Bruno Inacio de Maia, the leading person of marketing and new segments at Fey explains that CRM has addressed a gap between their system and customers. Salesforce CRM and BRQ experts have helped Fey accomplish their company objectives.
CRM integrates marketing strategies with sales, post-sales, and other initiatives. Thus, BRQ has helped Fey implement the growth objectives aligning with marketing strategies.
Conclusion
To conclude, the following salesforce practice can prove efficient and productive for your business operations. However, partnering up with a reliable salesforce administrator is paramount. BRQ enterprise has delivered 400 salesforce projects for over 250 clients.
BRQ is an expert in salesforce integration as it works with multidisciplinary teams. These tailored services are according to your business needs. They assist you in adopting all salesforce best practices for maximum efficiency of your business.
They provide their expertise in training your team, automating operations, and providing consultations in all other salesforce products.
If you want to boost your sales, manage your team, and improve your business with salesforce then BRQ experts are excellent for this job.
