Salesforce is a great tool for your company, but sometimes it requires an optimization to keep it in alignment with your business processes. By figuring out how to optimize Salesforce, you have the potential to uncover unused functionality and increase user adoption.
StarrForce has extensive experience working with Salesforce and Salesforce customers, and through our experience, we have developed best practices to optimizing Salesforce that help our customers get more out of Salesforce. Here are four steps you can take to improve your Salesforce, and read our previous post to learn how to optimize Salesforce by making changes to reports, Salesforce apps, and validation rules.
1. Rename tabs to match your industry’s standard terminology
Naming your tabs to be in line with your industry’s terminology is important. If you refer to potential clients as “prospects” but in Salesforce they are called “Leads” it can be confusing to your users. Make Salesforce easier for your users by standardizing your business terms. And if you do rename any of your tabs, make sure to also rename any custom reports, dashboards, profiles, fields, or list views that contain the original tab name.
2. Utilize home page layouts for different profiles
Different information is important to different types of users, so adjust your home page layouts accordingly and personalize them to the user profile. You can create custom links to reports and assign them to different layouts so that support, sales, and management each have quick access to the reports they need the most and don’t have to sort through the reports they don’t use.
3. Use the Salesforce console to give your users access to multiple records at once
The Salesforce console has the ability to have different layouts based on user profiles. Utilize this function to allow support and sales reps to view all the information that relates to their cases and opportunities in one record.
4. Use groups in Chatter to minimize irrelevant posts
If your teams use Salesforce Chatter to communicate, then there are probably posts from your sales team that your support team doesn’t need to see and vice versa. If this is the case, then prevent posts from being seen by people who they do not relate to by creating Chatter groups. If you create a Chatter group for your entire sales team then they can communicate with one another and the support team won’t receive notifications that do not apply to them.
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StarrForce helps you get the most out of Salesforce. If you would like information on the services we offer, call us at (888) 391-4493 x103.