May 8, 2022

7 ways to use salesforce

If you are here, you probably know, What is Salesforce, What is CRM.

So let's dive into, 7 amazing tips to use salesforce, that can improve your productivity while using Salesforce.

The purpose of this post is to introduce what can be done with Salesforce. To know more about each feature you can check out each one on this blog.

1. 360-Degree View of Your Customers

360-degree view of the customer, What?

It’s your customer’s story, from beginning to end.

  • History of every interaction customers had with your company
  • What marketing campaigns they’ve seen or ebooks they’ve downloaded, and even what events they’ve attended.
  • Information about who they are,
  • Details about their business, what businesses they’re related to
  • Who has the buying power within their business,
  • What technologies do they use
  • Subindustry they’re a part of and lot more...

Collecting all this information and putting it into CRM. Are you kidding?

Well no worries, Salesforce has tools that capture this information automatically, like Einstein Activity Capture and Salesforce Inbox.  You don’t have to manually enter anything; these products note the information and store it with the right customer and opportunity.

Activity timeline

2. Set up Sales Process to Won the Deal

Every business run when it closes a deal with a customer. To track a Deal, Salesforce has an Opportunity Object.

By this Sales process, Business users can set the required information for each stage.

for example, to Close a Deal, you want to know the delivery address of the customer or if the deal is lost, you may want to know the reason why it is lost. i.e. High Price, Compititor etc.

The Stage field on an opportunity record describes where you are in the process. The sales process determines which stage values are available for each type of opportunity.

Setup Path Settings page
Set up Required fields for each stage

3. Leads from website to Salesforce

With this feature, you can create entries in Salesforce whenever someone visits your company website and fill out some contact Us form.

Later you can assign this inquiry to any of your team members or you can send them some kind of good-looking email.

A decent time-saving feature. i'nt it?

4. Activity Timeline

When you look at a record in Salesforce, such as a contact or opportunity, you can use the Activity Tab.

The Activity Timeline showing active and past activities

The first thing you notice is that the activity timeline is divided into Upcoming & Overdue (1) and past months (2), so you can see what’s planned and what’s already happened. You can expand and close a month by clicking the buttons (3).

If you need more details about an activity, click the expand button (4) next to the left of the activity and click the button again to close it when you’re done. Or, click Expand All (5) to see details for all the activities.

See more of what’s coming up by clicking View More (6).

5. Create Notes on the Fly

You can create notes from the Global Actions menu and the utility bar. You may also see a Notes item in the navigation bar.

On records, create notes from the action menu or the Notes related list
On records, create notes from the action menu or the Notes related list
Notes editor in Lightning Experience
Notes editor in Lightning Experience

You can find out all these notes in Navigation as well

The Notes home page in Lightning Experience
The Notes home page in Lightning Experience

6. Manage Files

Upload a file to a record by dragging it from your computer to the Files related list

Upload a file to a record by dragging it from your computer to the Files related list

Salesforce Files unifies your files, documents, and libraries into a single place for easier management. Lightning Experience also integrates files access directly into the flow of your business, so you can grab the content you need from wherever you are in the app.

The Files home page in Lightning Experience
The Files home page in Lightning Experience

7. List and Kanban View

In Lightning Experience, create a list from the ListView Controls menu. Select New to start from scratch (or use Clone to leverage an existing list).

Create a new list view from the Controls menu

Pick the Columns That Appear in List Views

Choose which fields appear in a list view

Alternate Point of View with Kanban

 In Lightning Experience, it’s a board where a list view’s records are organized as cards in columns, making it a snap to visually track and update work. Kanban view is typically available for objects that have standard list views, like Accounts, Cases, and Opportunities. There are endless possibilities for tracking your work this way. A couple of examples: make sure all cases move from new to closed, or monitor your progress by pushing deals through each stage of the sales process.

Kanban view for the All Opportunities list view
Switch to Kanban view by toggling the Layout icon in the list view controls
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