In the next few weeks we will all be making New Year’s resolutions to improve ourselves for the upcoming year. But have you considered making some resolutions for your business’s Salesforce Org? Here’s a few tips to get you started on the right foot in 2016.
1) Clean up your data
Spend some time looking at your data and clean up any inconsistencies. Get all of your account managers to help clean up their own accounts, check for duplicates and incomplete records. To help minimise problems in the future, set some required fields on page layouts, or validation rules.
2) Ask your users for feedback
Over time, users often will learn to live with little annoyances, but some simple changes to your system could make their lives much easier. For example, if they are always flicking from Contact to Account page to access information, consider adding formulas to the Contact page to show the Account information.
3) Review the AppExchange
There are over 2700 apps available on the AppExchange to increase the functionality of Salesforce. Consider integrating your everyday tools such as Microsoft Office and Google Apps for instant impact and greater adoption. From marketing to accounting to human resources, there is an app for nearly every facet of your business and industry.
4) Tidy up page layouts
If you have added new fields over the past 12 months, review the layouts and make sure information is stored in a logical order. You can also change the columns you see on related lists and order them to see the most relevant records at the top.
5) Chat with an external Salesforce consultant
Your internal Salesforce administrator is most likely an expert in your company’s CRM and how it is functioning. However, an external consultant can offer outside suggestions and best practice techniques that an internal employee either cannot, or is unwilling to suggest. With exposure to a wide range of clients, a Salesforce consultant like TechActif’s team can apply novel solutions to your business.
Salesforce can grow with your business and the way you use it will evolve. So get in the habit of reviewing your system and keeping it ship shape!
Happy Holidays from TechActif
Never Stop Learning
I've been working as an implementation consultant using Salesforce.com for more than 8 years now and it seems every week I learn something new. Either a new feature they've released or some hidden gem of functionality that we discovered. If you're interested, I will share them here and you can check it out.