Get more value out of Salesforce with SharePoint integration
1 April 2024
 

5 Ways Salesforce can transform your business

Salesforce is ranked number 3 in the Forbes list of the most innovative companies in the world for a reason. With a wide range of features and integrations to improve sales, marketing and service processes, Salesforce will continue to be the CRM solution of choice for many companies in the next few years. In this blog, we will highlight 5 ways Salesforce can transform your business.

1. Optimize the setup of Salesforce

Activating your own Salesforce environment is a piece of cake. But like any out-of-the-box solution, the design of the environment requires some attention. Are your employees not really happy with Salesforce, do they find it difficult to use or is not everyone using Salesforce correctly? Then take a look at whether your Salesforce environment is optimally set up.

2. Leverage Salesforce’s Automation Tools

Salesforce offers many automation tools, such as workflow automation. That way, you can automate repetitive tasks and increase your efficiency. See which tasks in your organization are suitable for automation and implement them to save time and resources.

3. Integrate Salesforce with Microsoft 365

By integrating Salesforce with Microsoft 365, you get even more out of your CRM environment. This way, the workflowsof managing your files at the customer level not only becomes easier, but also more efficient and less error-prone. In Salesforce itself, working with Microsoft Office documents is laborious. Our Salesforce SharePoint integration File 365 allows you to open all your Microsoft 365 documents directly from Salesforce with just one click.

4. Use the reporting and analytics capabilities of Salesforce

Salesforce’s comprehensive reporting and analytics capabilities give you insight into your sales and marketing performance. This way you get a better grip on what is happening in your company, you can plan better and make more sound decisions.

5. Integrate Salesforce with external systems

Avoid duplicate administrations and inconsistent data by integrating external systems with Salesforce. With Sync 360 you can synchronize systems automatically, prevent errors and always have the most up-to-date data at hand.

Interested?

Ready to find out more what Salesforce can do to support your business? Plan a discovery call now! We are glad to be of assistance. Also take a look at our product websites file365.nl and sync360.nl.

 

3 June 2024