Salesforce CRM Best Practices to Consider for Your Business

Every business' dream is to get 100 percent customer service. Unfortunately, most businesses have not put in place effective systems to achieve this. At one point, an online shopper required help from customer support representatives before they could make a purchase. Given the benefits of having effective customer service, it’s no doubt that a lot of businesses are opting to invest in customer relationship management (CRM). And those that have already implemented the service keep asking dozens of questions on how to implement Salesforce best practices and make the software work even better.

CRM is a class of software tools that most organizations use to help keep track of their personal information, purchase history, preferences, progress, and other important information related to their business and customers, and make the information available from a single central location.

To ensure you have an effective CRM solution, you need to direct your attention to key Salesforce CRM best practices:

Choose an Appropriate CRM for Your Needs

Making the best choice, especially when money is involved, is not always easy. You have to invest in a platform that suits your needs. Do you prefer something that operates via the cloud or one that is situated on-site? Do you want a CRM software that comes with a service contract or one that charges a high upfront installing fee? Whatever you choose, take the time to evaluate all your options and determine the purpose you want to serve with the CRM software

Train Your Employees Well

Training your team is mandatory.

Invest in training your employees with real data and scenarios. Test your employees on what they have learned, and offer retraining at regular intervals to ensure they understand everything. This helps save your invested time and resources. Narrow down your efforts to train your sales team on how to utilize Salesforce CRM effectively. Further, emphasize how Salesforce is both a management-based tool as well as a productivity enhancing tool.

Automate Processes

The primary reason why you want to adopt a CRM in your business is to save time and make the processes a little easier. However, spending countless hours manually feeding data into the CRM system, writing emails, and preparing reports aren't exactly easy tasks.  You want your sales team to remain focused on getting leads and engaging customers, without worrying about where to track certain data or what to discuss with each customer — the system should do that on your behalf. The more workflow you can automate, the easier it will be for users to adopt and even love using the CRM system. It is the weakest part of the CRM implementation, but the most critical.

Refine Your Data

CRM is designed to handle a huge amount of data for any business. When dealing with a large amount of data, it’s possible to encounter unnecessary data that may bog down the ability to make the right decisions by diverting you from the intel that matters. From erroneous forecasting to chasing non-existent prospects, the effects can be dire. Unnecessary fields can be expensive and even slow the processes down. Similarly, under-utilized tools can cost a lot of money to create and manage. So, it is important to schedule regular data cleaning processes to ensure the CRM data is free from the duplicate, obsolete, or incorrect data entries.

Salesforce offers services in different fields, but it may not be necessarily fit for your process. Therefore, it is important for managers to state which data is essential for automation, reports, and compliance purposes, then create a system that works to fulfill these needs. This helps eliminate routine work for your team and concentrate on the important tasks.

Emphasize Mobile Use

Mobile accessibility allows business users to get the most out of their initial investment. Salesforce CRM offers a dynamic mobile service. In this case, business users can easily access any part of the system they want, from anywhere, using a mobile phone.

When your sales team and other employees are able to access CRM data via a mobile phone, user adoption rate improves drastically. As a result, there is an improvement in data quality and productivity among team members.

CRM is a critical solution for your customer needs, as long as you integrate it with your business in the right way. Businesses are finding it important to adopt Salesforce CRM practices to revolutionize the way they interact with customers. Make sure you’re updated with your customer service and be open to change when needed.

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