Salesforce is the leading small business CRM focused on improving communication between a company and its customers as well as organizing internal processes. The Salesforce for the business platform is regularly updated. There are more and more functions and modules that can be implemented, which ensures that the actual needs of the business can be covered.

The main task of Salesforce, like any other CRM, is to simplify the management of business processes, and even in the basic version of the product, the Salesforce platform copes with this task perfectly. It helps to keep track of tasks, control customer data, and make marketing forecasts and sales reports. But every day, the service is improving; its functionality is expanding as rapidly as the needs of modern businesses. So, over time, optimization of the platform applicable to your company’s standards will become a mandatory step in development.

What Does Salesforce Optimization Include?

Salesforce for small businesses is a versatile tool for organizing workflows and close communication with customers. This simplifies marketing campaigns, helps to increase conversions and grow sales. All this helps to successfully manage multiple processes. It can be difficult to get used to this experience at first, even though Salesforce is the top CRM for small businesses, which fixes plenty of problems.

Salesforce optimization begins with the analysis of how your business CRM is currently being used, what modules and options are utilized. When starting this stage, company leaders are often surprised to find that the platform’s capabilities are only used by 20%, and the rest of the options and tools remain outside the team’s field of vision, although they would be very useful.

In parallel with the analysis, an inventory of tasks is carried out. To fully understand which tools from the Salesforce for business package need to be implemented, you need to understand how certain tasks are solved today, whether this process will speed up the use of specialized modules, and how to do it.

Seek professional help to optimize and modernize your platform. Unfortunately, it is not always realistic to deliver all the updates on your own, even following step-by-step instructions. The biggest challenge comes with integrating Salesforce with third-party products. A professional developer will take on these tasks, free up time for you not to do it yourself, and will be able to ensure the successful implementation of the necessary tools. For example, one will connect CRM to accounting software or email services.

Why Does Your Company Need Salesforce Optimization?

Salesforce is the top CRM for small businesses, offering so many basic features and add-on models that no other system can give its users. However, in practice, it turns out that companies that have implemented this CRM several years ago do not always know how to use updates. More than 50% of companies using Salesforce have heard about new features and options for a long time, but for various reasons, they have never used them in their businesses.

By optimizing the functionality of the Salesforce for small businesses, a company can use a familiar tool but with a much larger number of necessary and useful options. Salesforce optimization leads a company to stunning results:

• Increases the productivity and efficiency of the team.
• Manages to implement decisively new marketing strategies.
• A closer connection is being established with potential and existing clients.
• Many processes are automated, and the time for performing routine tasks is reduced.

Choosing Salesforce for business is already an excellent investment in the development of the company. However, the optimization and modernization of this tool allow you to get even more useful functions and successfully direct them to solve urgent current issues and ensure the rapid growth of the company’s revenues.

The optimization of Salesforce for small businesses helps to identify vulnerabilities and growth points and, at the same time, implement everything necessary to eliminate problems and begin to actively develop in areas where it is possible.

The procedure not only introduces modern tools but, at the same time, reveals the company’s potential. If you use these advantages correctly, you can significantly strengthen your position in the market and get a sharp push forward to success.

How Is CRM Optimized?

Businesses often implement CRM only once and do not return to this issue for a long time. In the meantime, the platform is being updated according to the current requests and needs of the user. But often, companies ignore notifications about new modules that can be added to existing ones. In this case, the Salesforce for business optimization becomes a global process aimed at upgrading every option possible.

In contrast to the global one, there is a systematic optimization of Salesforce for business. It implies regular platform updates and the phased addition of new modules as they become available.

In both variants, optimization occurs according to the following scenario:

• Areas for growth and improvement of business processes are identified.
• Page layouts are updated; their adaptation and application mechanisms are improved.
• Other modules and objects are created, which fill the gaps in existing business processes.
• Useful apps from the AppExchange are added and integrated.
• The system for generating and editing reports is optimized, their accuracy is checked, and reports are analyzed for data problems.

All this needs to be done to implement those tools and options that your team lacks for effective, fruitful, and successful work. If you cannot cope with these tasks on your own, seek professional help from company managers or experienced developers who specialize in the QuickStart methodology and can implement all the functions of the sales and service department.

Salesforce CRM, when done right, acts like an entire marketing department, which is masterful in lead generation, processing, management, and contact. Salesforce for business is an opportunity to successfully convert leads into loyal customers, gradually and purposefully develop the company, and move towards success.

The main optimization methods are:

• Integration with the sales department, connecting internal databases to CRM.
• The use of CRM in the process of planning marketing campaigns, making forecasts, and conducting other activities to work with clients.
• Switch between Lightning and Classic models to boost sales, increase company productivity, deliver informative business intelligence, and improve your bottom line.
• Customize add-ons and modules with Visualforce. If a company lacks certain tools for maximum efficiency and success in the basic set of platform functions, they can be added using individual programming.
• If the features your company needs are not included in the basic updates, and individual programming will take too many resources, you can look for a ready-made solution in AppExchange. AppExchange is a marketplace of helpful partner apps that you can integrate into Salesforce. They successfully cooperate with the platform and complement this ecosystem with non-standard solutions to bring the most daring ideas to life.

Keeping up with the times is not just a beautiful phrase but a vital necessity for modern business. If you are focused on leading your company to success, establishing high-quality interactions with customers and between departments and employees, if you dream of sales growing and business expanding, then, regular optimization and modernization of those tools that you use are required. Moreover, if you are already using Salesforce in your business, you have already paid for many of the components but have not implemented and absorbed the whole range of possibilities that this CRM is ready to offer you.

You can carry out the optimization yourself or entrust it to the development department in your company, for example. Alternatively, hire a professional team to analyze the situation, draw up a work plan, and implement new solutions faster than you think. These decisions will provide a solid foundation and incentive for further development. And Salesforce, meanwhile, will grow with you, offering more and more, and covering all the urgent tasks and needs possible.