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Three Common Salesforce Mistakes and How to Avoid Them

Salesforce is a versatile and useful tool that can help you manage all of your leads and sales data quickly and coherently for every department in your company. However, a lot of people make some simple mistakes right from the beginning when they start using Salesforce.

#1 Implementation in Every Department

Lots of businesses use Salesforce for their marketing and sales teams, but stop there. But thanks to its many options and case management tools, Salesforce can also be used as a useful CRM product for your whole company from the support department to the front-end to the development teams. If you deploy Salesforce across all of your teams, it becomes another platform for collaboration.

Here are a few ways you can use Salesforce to communicate within your company via Chatter.

  1. Make your Chatter group social and create expert groups to resolve divisive cases or issues with a product. Experts add gravitas to the conversation and can come from any role or department within your organization.
  2. Your company can connect to you and share files with the Chatter group function. With this functionality, you can determine what your company needs quickly and come up with a solution via files shared on Chatter.
  3. Qualify the expertise of your company using a set of polls embedded in custom third-party applications for document approval and review.

#2 Integration Throughout the Company

You have to think of Salesforce as more than a tool for collaboration, but also as a tool for relationship management. We all know that commitment is central to any relationship, but along with that goes the successful implementation of internal liaisons to take care of issues that you might micromanage otherwise, such as departmental entities.

With Salesforce you can build a well-organized structure throughout the departments within your company by including developers, IT support, and department leaders.

Here are a few steps that you can take to make sure that your whole team is involved in the integration of Salesforce as it happens:

  1. Develop a group concerning several operations like upcoming campaigns and events. Using groups lets you share videos, files, data, and links on the fly.
  2. Develop some sharing rules when transferring your data using groups that are public, without compromising your security. In public groups, you can converse with users from different departments and those who perform different roles without sharing your security clearance levels, while working on the same items.
  3. Set up your Chatter group to deliver polls or share a link to a community area on Salesforce to get a collaborative readout of what people are thinking about a particular idea.

#3 Data Double Handling

To start off using Salesforce correctly, take some time to clean up your data a bit, because if you put duplicate information into Salesforce your data and insights are not going to be very valuable.

The following are three ways that you can avoid having duplicate data across platforms:

  1. Try not to record your emails and meetings twice by using one of the ubiquitous sync tools you find on the market in the AppExchange.
  2. Collect all related interactions that you have with your stakeholders and store them on salesforce. You can organize them by creating a five directional sync between Salesforce and other systems to give investors an idea of your business' success.
  3. Make sure that everyone who uses your Salesforce platform has personally configured sync settings so they can work quickly behind the scenes without friction on the same project.

To learn more tips on Salesforce contact Merlins Guides today