How can Salesforce Help Businesses Improve Productivity

Introduction 

In today's fast-paced and competitive business environment, productivity is a crucial element leading to a company's success. Salesforce designs various tools and products to empower individuals and teams to work efficiently. Whether you are a sales professional wanting to close more deals, a customer service representative aiming to provide exceptional support, or a business owner seeking to optimise your operations, Salesforce can provide the solutions to maximise your productivity. In this blog, we will look at how Salesforce can help your organisation improve productivity through collaboration, automation, and 360-degree views of your customers. 

Collaboration 

One of the main reasons businesses tend to gravitate towards Salesforce is because it enables their teams to collaborate effectively, especially when multiple team members or departments are nurturing the same lead. Besides, in a collaborative team environment where not all team members are required or allowed to see or manage all the details about a lead, opportunity, or account, Salesforce also empowers companies to create different levels of data visibility and accessibility for all their employees. 

These settings could be simple, such as support team members not having access to the sales reports, but they could also have complex logic. When the settings for data visibility and accessibility get complicated, we recommend speaking to a Salesforce partner who can help navigate your business process through Salesforce. 

360-degree views of customers 

The expectation from customers to have a seamless and consistent experience with a company across all divisions, branches, and communication channels is higher than ever. Accordingly, companies must have a complete picture of customers, including their likes and needs. Traditionally, for employees to provide a satisfactory service to a customer, they need to spend a lot of time contacting personnel of different departments and accessing various systems to get all the necessary information. 

Salesforce Customer 360 is a suite of tools provided by Salesforce to solve that problem. It enables businesses to get access to a centralised customer information database to create more personalised communication, identify major opportunities, and solve urgent customers’ cases. With Customer 360, your marketing team can access customers’ preferences from Marketing Cloud to send out emails and other marketing content that are relevant and useful to your target audience. Your sales team can use Sales Cloud to standardise sales processes and spend less time on data entry and more time pursuing big leads. Meanwhile, at the bottom of the sales funnel, your service team can leverage existing data, including customers’ previous enquiries and cases to solve their problems more quickly and in a more personalised and satisfactory manner. 

Automation 

Salesforce has multiple automation tools, namely Workflow, Process Builder, and Flow, which can help you reduce monotonous tasks and free up your employees’ time to do more prioritised tasks. 

 Salesforce Flow, for example, is a powerful tool that takes data input to perform complex business tasks, including collecting, creating, updating, editing, and deleting Salesforce records and interacting with external systems. Flow’s friendly interface and low barrier-to-entry are appealing to many companies. Your Salesforce Admin can configure these Flows for your organisation, but occasionally, a Salesforce Implementation partner may be required to configure more complex automation processes.  

Conclusion 

It is always recommendable to ask yourself how to improve your productivity and create a more productive environment for your team members. Girikon can work with you to promote your team’s productivity by implementing Salesforce and training your employees. And because we understand that no two businesses are the same, we tailor our solution to the unique needs of your business.