Top 4 Underutilized Salesforce Features that You Should Not Forget during your Salesforce Test Data Deployment

Salesforce CRM is a useful platform that has enabled organizations from all sectors effectively manage their sales, marketing and customer relations departments, improving bottom lines and service delivery. As a full-fledged platform, Salesforce comes with many different features to help organizations accomplish different things. Below, we discuss four important features that many organizations ignore or underutilize, and how they can be used to get even more out of this CRM platform.

✓ Email integration

Integration your organization’s email servers with Salesforce creates a bridge between routine email conversations and the accounts, contacts, leads and cases that need to be flowed up on within your CRM system. By bringing these two systems together, communication tracking becomes easier, and it eliminates the need to migrate data from one system to the other. This saves a lot of time and effort as well as reduces chances of human error. In addition, linking Salesforce to your email allows you to synchronize up to 5,000 contacts between them, so you do not have to re-enter information into both systems.

✓ User feedback gathering and categorization

Through the Salesforce AppExchange, you can get different solutions for customer/user feedback collection and monitoring e.g. social monitoring tools and customer survey tools. These are an important part of market research efforts: having insight on positive, negative or even neutral reviews of your organizational products and services can help your service, sales and marketing teams to improve their approaches as well as prepare appropriate responses to deal with negative feedback. What’s more, you can easily reach out to customers with negative reviews and attend to their complaint, correcting the situation before more damage results.

✓ Tags

Tagging Salesforce records offers a simple way to track and find similar records. For instance, after migration using http://www.flosum.com/salesforce-data-migrator/, records can be tagged based on the campaigns to which they belong, demographical criteria, mode of acquisition or any other criteria that makes sense to you. Salesforce makes it simple for your users to add, edit, manage, remove and search for tags within your system. By temporarily tagging a record, it will be easier to find and update as is necessary.

✓ Branded email templates

You can take your branding strategy a notch higher by tailoring your email templates on Salesforce to suit your corporate identity – and you do not need to have any special skills to do it either. Using Salesforce branded emails, you can communicate with leads, contacts, customers and other parties in a simple but consistent format – with the same look and feel. Adding your letterhead to your emails makes communications look more professional to potential clients, builds brand awareness and helps to maintain brand standard. You can get through to customers much easier.

Conclusion

Salesforce solutions can help your organization to take your customer relations and sales efforts to the next level. However, this is only possible if conscious effort is made to understand, every feature provided on the platform, and find ways to leverage each to improve your business operations and hence you’re bottom-line.