Salesforce Optimalization:

The implementation of Salesforce requires a clear plan and professional approach

Salesforce Optimization

Salesforce has achieved significant growth in market share in recent years. More and more companies are embracing the benefits of working with Software as a Service and are switching to 'Cloud based' working. Yet we also regularly hear less positive experiences. Companies or organizations that fail to live up to expectations. Salesforce implementations that do not get off the ground or users who stick to their own ingrained methods.

Salesforce requires no installations and you have your own Salesforce environment in 5 minutes. The implementation of every application requires a clear plan and professional approach, Salesforce is no exception. What do you want to achieve with the application, what problem are you going to solve, what does a process look like now and after the implementation, how are employees involved, how do you train the users etc ..

In practice, it often happens that Salesforce CRM is quickly put to work without having to check whether this application, standard on American sales style, fits the organization. Salesforce is equiped to be fully adjusted to your own processes, but this is sometimes lneglected. Salesforce implementations where only users are created and some contacts and accounts are imported, still occur. Consequence: users do not understand how the sales process works in CRM and they start to mess around. If in such a situation the rights are not well organized and every user has administrator rights, a mixture of objects and fields can occur.

Do you already use Salesforce, but are you struggling to accomplish your goals?
We can run a QuickScan and find out where there are areas for improvement.

Quickscan

Do you already use Salesforce, but are you struggling to accomplish your goals? Feel free to contact us. We can run a QuickScan and find out where there are areas for improvement. In a QuickScan, we not only examine the current organization of Salesforce, we also interview employees and map the current working methods. The result is insight into the actual process and a clear advice on possible points for improvement. Of course we are also happy to help you with the realization.

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Infographic

Quickscan

Do you already use Salesforce, but are you struggling to accomplish your goals? Feel free to contact us. We can run a QuickScan and find out where there are areas for improvement. In a QuickScan, we not only examine the current organization of Salesforce, we also interview employees and map the current working methods. The result is insight into the actual process and a clear advice on possible points for improvement. Of course we are also happy to help you with the realization.

Data Optimalization

Do you have trouble finding the right customer in Salesforce with a multitude of same accounts or contacts? Is your sales funnel not valid because leads or opportunities are entered twice? Salesforce is the best CRM solution in the world but also for Salesforce applies: garbage in is garbage out. Quality of data is essential for generating the right information. Good data is a hygiene factor but does not happen automatically. Correct entry of data requires attention and mistakes are made in busy times.

Linking web forms to Salesforce is popular. Data flows from the website into Salesforce. Handy for all kinds of applications such as reporting failures, buying products or enrolling in training courses. Employees spend less time entering data and have more time for things that really generate customer value. Wonderful, but what is the quality of the data that flows into Salesforce? How do you prevent double input? Does it really save time or are the employees still busy with correcting?

We can help you optimize data management in Salesforce so that the quality of data is guaranteed without costing a lot of time of employees. Setting up the correct validation rules can often make a huge effort. An implementation of a duplicate tool makes it easy to recognize and prevent duplicate data. We have a lot of experience in deduplicating data in both standard and custom objects.

Data Optimalization

Do you have trouble finding the right customer in Salesforce with a multitude of same accounts or contacts? Is your sales funnel not valid because leads or opportunities are entered twice? Salesforce is the best CRM solution in the world but also for Salesforce applies: garbage in is garbage out. Quality of data is essential for generating the right information. Good data is a hygiene factor but does not happen automatically. Correct entry of data requires attention and mistakes are made in busy times.

Linking web forms to Salesforce is popular. Data flows from the website into Salesforce. Handy for all kinds of applications such as reporting failures, buying products or enrolling in training courses. Employees spend less time entering data and have more time for things that really generate customer value. Wonderful, but what is the quality of the data that flows into Salesforce? How do you prevent double input? Does it really save time or are the employees still busy with correcting?

We can help you optimize data management in Salesforce so that the quality of data is guaranteed without costing a lot of time of employees. Setting up the correct validation rules can often make a huge effort. An implementation of a duplicate tool makes it easy to recognize and prevent duplicate data. We have a lot of experience in deduplicating data in both standard and custom objects.

Usability

Applications should actually be so easy to use that a manual is unnecessary. Salesforce CRM offers a lot, but organizations generally use only a small part. This can lead to users being confronted with fields and objects that are not used in the process but that are visible in the interface, with all the confusion that entails. There is also a danger here that users will use these fields and objects to create their own variant of the process, something that often happens when dealing with exceptions.

We approach IT from the "Keep It Simple, Stupid" principle. Everything that is not used should not be visible. Fortunately, Salesforce offers extensive options for matching the interface to the various users. By properly setting up profiles, the rights structure and layout pages, a situation can be created in which every user and interface gets completely adjusted to his or her activities.

Are employees not very enthusiastic about Salesforce, do they find it difficult or do not everyone use Salesforce in the right way? Then let us optimize the lay-out and interface. Often we can make all the difference with some clean-up work and minor changes.

Usability

Applications should actually be so easy to use that a manual is unnecessary. Salesforce CRM offers a lot, but organizations generally use only a small part. This can lead to users being confronted with fields and objects that are not used in the process but that are visible in the interface, with all the confusion that entails. There is also a danger here that users will use these fields and objects to create their own variant of the process, something that often happens when dealing with exceptions.

We approach IT from the "Keep It Simple, Stupid" principle. Everything that is not used should not be visible. Fortunately, Salesforce offers extensive options for matching the interface to the various users. By properly setting up profiles, the rights structure and layout pages, a situation can be created in which every user and interface gets completely adjusted to his or her activities.

Are employees not very enthusiastic about Salesforce, do they find it difficult or do not everyone use Salesforce in the right way? Then let us optimize the lay-out and interface. Often we can make all the difference with some clean-up work and minor changes.

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