It's no secret that Salesforce makes it possible to boost results, with tools and resources for precise data analysis and personalization in service, taking several brands worldwide to a higher level than they are today.
And this also applies to medium-sized companies: in these cases, the platform also offers features that help increase efficiency and growth.
To help you maximize the use of Salesforce, we've put together some configuration and customization tips for this important platform. Keep reading this article to know more!
Just using Salesforce isn’t enough: it is essential to know how to optimize the platform to achieve better results. Take note of these precious tips!
We start with the basics. Within Salesforce, you can use the “Task” activity to begin personalization in Sales Cloud and Service Cloud for each contact.
Through this activity, you can associate new tasks with contacts and leads, associate related objects with tasks, and automatically assign new tasks to each of them.
You can also rename each activity in the corresponding panel, making your work easier.
When creating user profiles within the platform, it is also possible to add new users with the same permissions and security settings.
First, go to the "Configuration" field, enter "Profiles" in the quick search, select the default profile and duplicate it. You can give this profile whatever name you want, thus identifying who each user is.
By editing profiles, you give the desired permission to access the desired fields. It is also possible to perform customization, giving access to the necessary tabs and page layouts for each of them.
Salesforce helps you say goodbye to manual tasks. With the use of workflows, Workflows, and also Process Builder, it is possible to automate repetitive tasks and thus save time and resources.
When you access Salesforce Flow, you'll find intuitive tools for orchestrating flows, helping you create guided visual experiences, background automations, and approval automations.
Just go to the “Configuration” field and type “Flows” in the quick search field. There, you select “Flows” and create automation according to your needs.
Analyzing data from different sources and creating personalized reports allows you to deeply understand who your customers are, how they behave and which trends cannot be ignored.
CRM Analytics is a native Salesforce tool that creates interactive visualizations of stored data.
And by clicking on the "Dashboards" tab, you can create new dashboards and generate reports according to your interests. By exploring this field, you have a greater possibility of predicting future actions and visualizing the best paths to take to delight your customers.
With Salesforce Service Cloud, you can help provide personalized customer support. In this tool, there are resources to automate processes and improve workflows for optimization. There, customer support is as immediate and easy as a conversation, allowing your teams to deliver faster, more accurate resolutions.
And it's possible to go further: Salesforce Marketing Cloud is an excellent tool for ensuring that your marketing campaigns are targeted in an assertive and precise manner. There, you can personalize each customer’s journey, making your entire target audience feel closer to your brand.
Explore these tools, personalize the customer journey based on data to analyze it in depth and see your results growing exponentially.
When the use of Salesforce is maximized, growth and efficiency in service in medium-sized companies generates much more impressive results.
After all, it's not enough to just have this powerful platform, it's essential to know how to use it, know its shortcuts, tools and resources to meet your business’ needs.
At able.digital, we are Salesforce experts with over 15 years of experience. Our team includes professionals with the skills to analyze data and make the most of your investment in Salesforce. Want to know how? Come have a chat with us: book your meeting now!
