Salesforce is a very well known Cloud based CRM software. This is a platform that offers business software as a service (SaaS). It has many cloud applications that help businesses and organizations manage their day to day processes better. Salesforce utilizes the power of the Cloud computing platform to make this possible. It has a number of Cloud based solutions for businesses. They include:
- The Sales Cloud: This is a Salesforce tool that provides businesses with Cloud based solutions for Customer Relationship Management (CRM).
- The Service Cloud: This is a Salesforce tool that is used for managing customers’ cases, providing support as well as providing specialized service to customers.
- The Marketing Cloud: For tailor-made marketing campaigns that cut across various channels, this Salesforce tool is the most ideal. It helps businesses to market themselves and their products across various platforms such as mobile, email, the broader Internet and lots more.
- The Analytics Cloud: Data and information are very useful to a business and this tool from Salesforce helps businesses to get them. The tool avails advanced software for business intelligence. This software helps the businesses to explore and find local and external data quickly and efficiently.
- The Community Cloud: This is a Salesforce solution where businesses can establish self service online communities. These communities help to connect employees, partners and customers to the benefit of the business.
- The Application Cloud: Thanks to the emergence of OS platforms such as Android, applications are in demand and useful now more than ever before. Salesforce provides businesses with a development platform for applications.
- The IOT Cloud: As indicated above, data is one of the most important resources that a business can have today. The Internet Of Things (IOT) is a combination of data from literally every Internet-enabled device in the world. This includes Smartphones, cars, appliances, office equipment, smart devices and much more. Using this tool, businesses can tap into this interconnection and collect relevant, beneficial data.
As such, Salesforce is a very powerful platform for businesses today. It has a number of resources that they can use and experience exceptional benefits. Here are some tips on how to use Salesforce.
Create your own custom list views
One of the main features that you will get to use very frequently with Salesforce is list views. Examples of lists that you could view include the lists of opportunities that could be coming in, leads for the day or even lists of currently open cases. It is very possible that these are lists that you could be viewing on a daily basis. When you begin to use Salesforce, you are provided with a standards list. This is one that is provided by the administrator. To help you work more efficiently, you can customize these lists such that you are able to switch from one view to another. This helps you to work more effectively with your organization or company while assisting you to still maintain individual control over your work. You can establish multiple list views with unique topics of even a broad list view with the general topics that you deal with.
Establish your own email templates
If the company that you work with has fully integrated Salesforce into its business processes, then it is very likely that you have interacted with email templates. There are standard templates that have functionalities such as mail merge to help you work more effectively. In addition to that, there already exist some templates that you can use. Examples of these are standard email responses for leads that you receive or even templates for emails that are normally sent to new accounts. You can actually come up with your own email templates for use in your line of work. You can tailor make them such that they are able to communicate as you desire them to. The personalized email templates help you to put a touch of your own personality in the emails that you send.
Learn how to use Salesforce reports
It is very important that you learn how to use the reports provided by Salesforce. These reports are ideal for generating statistics. These can be statistics about your business performance, customer satisfaction, product reviews and other factors. Once you get a Salesforce account, you will find that the administrators have provided you with a few reports. These few indicate how information is arranged in such reports. Some examples of reports that you can find include opportunities closed, sales for the last quarter as well as cases that have been successfully closed. With the existing reports, you can learn how to create your own or even how to add charts into the reports that you make.
Despite the overwhelming look of reports, you can actually come up with your own reports quite easily. Simply open up one of the ones that are already provided and click to create a new one. The reports can easily help you to identify the aspects of your performance that you need to work on. Examples of these are help you identify your strengths, weaknesses or areas that you need to place more focus on. You can also work to compare yourself with other people in your company.
Establish your own dashboards
These are very closely related to reports. Dashboards are actually simply visual representations of reports. A dashboard can contain up to 2 dozen tables, lists and charts. In the dashboard, these elements are called components. You can arrange them as you desire. Every component that you create can be arranged any how you want. Moreover, every single component is normally related to one report. You can create your own personalized dashboards. This helps you to save the information that is relevant to you. Moreover, they help you to look at statistics quickly as you work. Once you have learnt how to use reports, the dashboards are easy to learn and utilize.
Utilize the AppExchange
The Salesforce platform has some interesting applications that you can use. These applications help you to add functions into your own account. The administrators provide users with these applications. To get them, simply head over to the Salesforce AppExchange. Examples of the applications you can find include the dashboard skins and arrangements as well as massively effective applications such as FinancialForce. As a user, you can see the importance and benefits of these applications immediately after you install them in your dashboard. Moreover, the applications help to make your day to day life using Salesforce a bit easier.
Conclusion
Salesforce is one of the top Cloud resources that are used by businesses today. This resource is capable of assisting businesses to accomplish quite a number of activities. As a Salesforce user, these tips will help you maximize your productivity for the benefit of your organization.