user training

Salesforce is a brilliant platform for managing your business – so long as you provide it with enough data. The value of data is today’s terms is astronomical.

Why is data so highly valued? Because with data we can examine trends, make predictions, and make decisions based on the data we have. In short: the more data you have, the more you can understand the world around you.

Salesforce and data management

The same holds true for your Salesforce setup. A little data can get you further in business –  but with a lot of data, you’ll be able to guide your business more expertly than ever before. The more data you feed Salesforce, the better it can help your business.

To feed Salesforce more data, and thus improve its effectiveness, your team needs to engage with the software. For a team not familiar with a software package, this may prove to be a bit of a challenge. Today we look at how to boost your team engagement in Salesforce – so your business can reap the rewards of big data.

1. Make Salesforce a priority in your business and management processes

Salesforce is there to help manage and grow your business – but it can’t help you if you don’t make it a priority. It is up to you to lead your team into the uptake of the platform. Even if you are not very comfortable in the uptake of new technologies, it is up to you to educate yourself, get your team excited about using it, and making sure the results and reports of Salesforce are disseminated through meetings, newsletters, and the like, in a fun and cohesive way.

Exposing teams to different aspects of the platform at every turn, and letting them see what their data is helping to track and predict gives them an invested interest in using Salesforce – and with your positive outlook, help to have the right attitudes about it.

2. Utilise Salesforce Trialhead – a free Salesforce learning tool

Upskill yourself and your team on Salesforce. Trialhead is a free learning tool from Salesforce that allows you to choose modules you would like to learn (such as reports and dashboard creation) for self-paced training. You can filter the training modules based on your skill level and the categories of Salesforce you would like to learn.

3. Go Mobile

One of the main differences between most other CRM systems and Salesforce is the mobile application. Download the Salesforce1 mobile application from the Apple Store or Google Play and log in to have your full Salesforce instance on your mobile device. Access and enter information from anywhere, anytime rather than update data when you are back in front of a desktop or laptop.

4. Choose an Inbox Tool

One of the biggest disconnects in business is the disconnect between CRM and E-mail. Has the business ever had an employee leave and you have to trove through their entire e-mail inbox to find out the last communications to your customer? Enter SalesforceIQ Inbox. SalesforceIQ Inbox allows you to link your e-mail client (Outlook and Gmail) to Salesforce. Log e-mails both inbound and outbound directly into the CRM against the correct customers in a single-click. No more searching or asking if your staff have contacted customers with this consolidation tool. Contact your Salesforce Account Manager for more information about the tool and pricing.

5. Track your team to see if they’re up to scratch

There are various ways in which you can check on what your team are up to in Salesforce. For instance, you can check:

  • Activity Reports
    Customize activity reports, under Reports -> Activities, to show activities by user, such as account activities by a user, tasks completed by a user, etc.
  • A user’s last log on time
    Use the Administrative Reports function, under Reports -> Administrative Reports -> Users to view each user’s last log on time.
  • Adoption Reports and Dashboards
    A more advanced function is to build dedicated ‘Adoption’ reports and dashboards. What if you could give your user an adoption ‘score’ on each object in Salesforce. You could then build this into a dashboard and see the average ‘score’ of each user in a table and reward your data-entry champions! We will detail how to do this in a future blog post. It involves building some formula fields (start learning about IF Statements to get a head start here..) in each object to calculate the score and then build a report to show the average score for each user.

With tracking like this available, you may like to, for instance, set team and individual challenges for the most platform interactions in a given time period, to encourage a heavier usage among staff.

6. Invest in guided learning packages for your team

While some people like the challenge of exploring an app they are unfamiliar with, for many, this task can be fairly daunting. While Salesforce offers online learning packages and modules, there is nothing more useful than having personal, guided learning taught by an experienced tutor.

An experienced tutor, either onsite, or online, can help to step your team through each feature of the Salesforce platform relevant to them and provide a tailored session, or series of sessions, designed to answer all their questions and make them feel familiar and comfortable with the environment.

If you are interested in guided learning packages for Salesforce, at SOL Business we can provide full, tailored training for organisations large and small. If your business has been using Salesforce for an extended period of time, contact us and we can book in a ‘Health Check’ for your system to guide you in the right direction and build a plan for the businesses future.

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