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5 Ways to Optimize Salesforce CRM for your Business

  • A guide of practical tips and tricks to help you optimize your org and ensure your Salesforce CRM is set up for success

List of 5 ways to optimize your Salesforce CRM for small business

Growing a business is a tough job to have at hand. It requires boosting sales but simply selling your product or service to the existing customers is not going to cut it. Not that we need to say it but to run a thriving business, it is important how you are generating leads, converting them into sales and finally converting them into faithful customers. Customer relationship management is one of the significant tools that is responsible for driving the success of a business. The benefits of Salesforce for SMB are countless, that’s the reason why Salesforce CRM is the best software in the business.

With the right implementation, it proves to be one of the most powerful CRM platforms in the marketplace currently. One needs to balance discretion, an efficient organization and delightful user experience to make sure your system works well for your business and delivers concrete results. Salesforce is a highly robust application, so you may miss out on some features and capabilities while implementing it. Therefore, we have curated a list of " 5 ways to optimize Salesforce for small business in 2020". A guide of practical tips and tricks to help you optimize your org and ensure your Salesforce CRM is set up for success.


1.Salesforce Integration

Starting with Salesforce Integration is a highly effective way to create a unified approach for your customers while also enhancing the experience for your employees and workforce is by executing the data integration method in your Salesforce CRM. Connecting internal databases puts your business in a competitive position by leveraging data with unique and powerful approaches. This is because integrating with existing applications brings Salesforce's API functionality by encouraging business to achieve larger operational value, uniformity, and performance.

Salesforce data integration comes with endless options. As the owner of a company, you can connect separate systems to your business - from remote data on external accounting, ERP systems and HR to eCommerce and social media platforms, to even on-premises software like Microsoft, SAP, or Oracle. This is interpreted into smooth and continuous data management and improved business logic for you and your workforce. With interoperability into the mix, you also get security integration options, to help you integrate reliable tools that enrich the user experience and steer clear of user administration processes. Its robust API integrations can help your business make good use of data syncing with partners across multiple platforms.

You must also keep on exploring the ongoing integration options and trends associated with your Salesforce CRM platform while maintaining data accuracy and logical configuration. Hiring a recognized Salesforce consulting company can help your business in minimizing integration time dramatically and implement other integration tactics.


2. Salesforce Implementation

We keep on mentioning that Salesforce is a highly robust CRM platform with countless possibilities and customizations. This also means that all those possibilities are bundled with a customized implementation process intended to make the CRM application ideal for your organization. If you happen to implement Salesforce into your organisation for the very first time then you should make a list of processes that define your business structure. This is a good practice to follow if you want to implement a Salesforce solution tailored according to your current infrastructure. Few major CRM processes such as lead flow, campaign set-up, and customer acquisition planning require great care, training, and planning. You must also implement data maintenance processes to ensure data integrity and boost cross-silo collaboration. 

The most preferred way to move your legacy CRM data to Salesforce is with the help of a certified Salesforce implementation partner. Successful optimization of the Salesforce platform starts with adapting a unique implementation approach that fashioned to fulfil your objectives. 


3. Salesforce Lightning

Salesforce lets you switch between Salesforce Lightning and Salesforce Classic interfaces. A while back, Salesforce announced that they are not going to roll out any further updates for their classic version of the software. Many companies that are still using the Classic mode of Salesforce but they should consider upgrading to Salesforce Lightning, a faster, updated and cleaner version of the same platform. Every user expects a lightning-speed experience and faster lead flow for running a business on a CRM platform. This was the exact reason why Salesforce decided to build a newer CRM interface that is meant to maximize your productivity and sales. They have unified their platform with business intelligence and analytics to have precision in sales for your business.

Given the advanced features comes with the Lightning experience, you would want to optimize your CRM platform to the latest upgrade. Features like a visually upgraded dashboard, performance chart, an instant calendar module, organized lead flow, and contact and account insights designed to support your organization's sales team stay organized and analyze data efficiently. On top of it, there's an improved activity timeline workspace for your sales personals to create events, log calls, do multi-tasks, send emails, and track activities altogether. Therefore, leveraging your lightning components for building markup and style of the interface to suit your business objectives makes things convenient and systematic for you. 


4. Salesforce Visualforce

Salesforce provides prebuilt software applications to help improve CRM functionality. Salesforce Visualforce is a tool for building those software applications. It is a framework that lets developers build advanced, custom user interfaces that can be hosted natively on the Lightning platform. Its framework involves a tag-based markup language, similar to HTML, and a set of server-side “standard controllers” that make basic database operations easier and that provides developers with a simpler way to build applications and customizing the CRM interface. The features that are available through Visualforce are custom flow control through its wizards, templates, and on-the-go deployment.

The developers define pages by specifying Visualforce markup and a Visualforce controller. The Visualforce markup controls what elements will appear on the page and how they appear.  While controllers consist of sets of instructions that define what happens when users interact with page elements, such as when a user clicks a button. With Visualforce, you can integrate with other web-based user interface technologies such as JavaScript, or Flash to create customizable user-driven functionality.


5.Salesforce AppExchange

AppExchange is a marketplace for all third-party Salesforce apps, components and consulting solutions that integrate into the Salesforce platform. Its scope is not just limited to apps but other types of solutions too, such as components, Lightning Data, Bolt Solutions, and Flows. Salesforce AppExchange is enabling businesses to spread the functionalities of Salesforce across every field and industry. It can play an important role in stimulating better business results, such as improved accuracy, faster order placement times, and reduced costs. 

The Salesforce Partner Community connects your business with Salesforce partners on the platform. So you need to follow the simple set of steps to set yourself up for the partner community license. It is a resourceful method with which you can collaborate with the Salesforce ecosystem through groups, discussions and webinars to learn best practices and bring your app ideas to life. 


Final say

In today’s competitive age, proper optimization of your CRM is necessary to stay ahead of the competition. Proper optimization makes Customer Relationship Management a lot easier, but it might not be the easiest thing in the world. It takes a lot to make all of these Salesforce optimization methods work, but they’re worth your time and effort. Make sure you take a pick of the right methods carefully and implement them adequately to increase the efficiency of your business and give it a boost it needs. However, a good practice is to consult a Salesforce implementation partner to help you lay a solid framework by getting CRM requirements right and ensure legitimate configuration and data accuracy.

Evon Technologies, a Salesforce development company in India, would make a perfect companion for your Salesforce optimization and implementation needs. Our Salesforce developers survey the technology to help you implement right practices and use of proper tools for improved customer experience. We can also help you mobilize the CRM system for your employees to easily track client communications and manage proposals, leads, opportunities, and projects from their device anytime on-the-go. Need further assistance? Contact us today or email at This email address is being protected from spambots. You need JavaScript enabled to view it. to get in touch with our Salesforce expert.

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