Salesforce can be a magical platform when used to its full potential. However, many of us aren’t using half of its powers. To unlock Salesforce’s sorcery, you need to know all the spells. Partnering with a company like Virtuoso which specializes in training for salesforce will help you unlock the magic.
With the right salesforce consulting services, you can transform your team’s workday from chaos to calm. You can minimize errors and smooth out your communications. Let’s explore some of Salesforce’s most underutilized and powerful features.
Salesforce’s Chatter is designed to save you from long email or message chains where information is often misread, misinterpreted, or missed altogether.
Think of Chatter as your team’s social network, but instead of memes, it’s full of relevant updates. Chatter is the perfect way to attach messages to specific tasks, projects, or records. No more scrolling through email threads that resemble poorly written soap operas. Chatter saves all your important conversations exactly where they matter most.
Chatter can reduce missed communications, mistakes, and backtracking time. Your salesforce implementation partner can show you how to set up Chatter.
Notifications can give you and your team a heads-up about pretty much anything. Salesforce notifications, whether automated or manual, can reach a specific group or the entire company. You can trace these notifications and tailor them to specific audiences. You can notify the company of an impending software update or tell just the team about snacks in the breakroom.
Notifications help eliminate ambiguity about messages being sent, received, or ignored. Your salesforce implementation partner can show you how to set up Notifications.
Inaccurate or hidden calendars often lead to double-booked meetings, missed deadlines, and surprised conference calls. Your salesforce implementation partner can set up and share calendars, turning them into a true asset.
Calendars are scheduling powerhouses that enable you to schedule meetings, view deadlines, and see who’s working on what without a million emails clogging your inbox. They enable you to coordinate with your team without the headache of the back-and-forths of, “Can we meet at 2 p.m.?” “No, how about 3?”.
During training for salesforce, you’ll share calendars within teams, departments, or across the company to ensure everyone is on the same page. Your team will have no more excuses for missing meetings and team lunches as they will be on the calendar for all to see.
You can create customized internal apps for any department: sales, marketing, HR, warehouse management, logistics, IT support, you name it.
Imagine an app that streamlines HR requests, manages warehouse inventory, or tracks the daily battles in the tech support department. Your app can be a hub where everyone goes for information, updates, and resources. No more wandering the office looking for the right person to talk to. Everything is in one place.
As part of your salesforce consulting services, you will learn how to build these apps. You will be able to streamline processes, reduce errors, and save time for more important things, like planning a holiday party.
Accessibility controls ensure the right people have the right permissions to get the right information. These features can gate-keep everything from procedures to reports to workflows. You don’t want the whole company to see HR’s confidential documents or a sensitive client proposal your marketing team is still polishing. Salesforce ensures that only the right eyes see the right items.
People commonly use these controls for documentation. The days of digging through poorly labeled folders, chaotic file-sharing systems, and panic when you realize you can’t find the most recent version of a significant contract will be gone once the parameters are set.
Through accessible documentation, your team can always find what they need when they need it. They will work faster and more efficiently. It will also ensure your documents are safe from accidental clicks or prying eyes.
Learn How to Maximize Your Salesforce ROI in Part II of our Guide
Many of Salesforce’s most productive features are in plain sight. With the help of a salesforce implementation partner additional tools like Chatter, notifications, shared calendars, custom apps, and accessibility controls, can be added to transform how your business communicates and operates. Who knows, you might save yourself (and your team) from many unnecessary headaches. And who wouldn’t want that?
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