Have You Checked These Things Off
Your Salesforce To-Do List?
We get it, taking a look at your to-do list is never fun, especially one that has tasks that are important but not really a priority. Whether you’re new to Salesforce or a long time user, these three “to-do’s” are easily manageable and can be the difference between a system that gets the job done and one that’s essential to your team.
1. When was the last time you automated something?
Automating time consuming and repetitive work processes is a critical time saver for your business, and Salesforce makes it simple to do. You can automate business processes to collect, edit, update, delete, or create Salesforce records. This not only improves data quality but increases efficiency throughout your entire organization.
2. Customize the User Experience
Salesforce implemented the Lightning Experience to increase productivity, and it has, by 25%! What’s also great about Lightning, is that it’s customizable. By creating charts and graphs to visualize data and trends, users can significantly improve efficiency and create an overall better experience. This can be done by adding things like orders, products, or payment history charts to the Account page, offering users access to important data when they need it most.
3. Salesforce Optimization Check
Your organization is always changing, and your system should change with it to match the current status of your business model. However, too often organizations set their Salesforce system to autopilot and are underutilizing its true capabilities. AGG’s Salesforce Optimization Services analyzes your current system to ensure that it supports the objectives of your company. Our industry experts can identify any areas of misused functionality and redesign the system in a way that boosts the overall productivity of your team. To learn more, reach out to one of our team members.
No one likes tackling a to-do list. But it’s often the little ways in which you tweak your Salesforce system that ensures that your organization stays up to date with the latest industry trends and is working in the most efficient manner.