Salesforce provides users with access to various cloud services. PowerSync will talk more about magento salesforce connector in this article.

Salesforce’s core cloud offerings include:

  • The Sales Cloud is a CRM platform allowing you to manage the sales, marketing, and customer support elements of your company. If your company transacts business-to-business (B2B) and business-to-customer (B2C), your sales team needs Sales Cloud.
  • The customer service and support team in your business can use Service Cloud as a service platform. It provides social networking add-ons for chat, case tracking and statistics.
  • This helps your team deal with customer issues faster while giving your customers access to answers. Your customers can use these solutions to solve their own problems.
  • One of the most effective digital marketing platforms in the world is the Marketing Cloud. It can be used by marketers in your organization to manage data analytics, website personalization, emails, mobile, social media, and customer journeys.
  • The Analytics Cloud provides a business intelligence platform that allows your company to interact with massive data files and create graphs, charts, and other visual representations of data. It can be used in conjunction with other Salesforce Clouds and is designed for mobile access and data visualization.

The best Salesforce features that will help you increase productivity and adoption

Salespeople spend more time preparing for calls and even doing administrative work, which means they get less face time and chances to close deals. That’s what your CRM is designed to help with.

Unfortunately, the complexity of the software and the variety of other tools the modern salesperson uses can only add to the confusion. 

Many of these technologies are designed specifically to improve the performance of your sales team. Of course, you still need to be aware of the options that will allow you to achieve this goal.

With that in mind, these top 5 Salesforce features can boost efficiency while ultimately increasing revenue for your business.

1) Macros

For users who need to make multiple clicks to complete specific tasks, Macros in Salesforce are a useful feature. In other words, a pre-created macro can be the deal clincher for users who frequently click buttons to complete tasks!

Choose a pre-built macro to allow users to complete a task by simply performing a series of activities. By automating account management clicks and building opportunities, some macros can be created to drive your sales.

With Salesforce macros, you can perform tasks like selecting email templates, sending emails to customers, updating case status and more with just one click! This Salesforce feature works on a set of guidelines that direct your system to perform a task.

Macros can be the key to saving time and increasing productivity.

2) In-App Guidance

System administrators can install and distribute prompts and notifications to users. You have the power to design custom notifications with this feature.

System Administrators can create in-app notifications and prompts for users using this Salesforce functionality. Instead of dismissing the message or selecting an action to view the information, users can interact in the window using Salesforce Developer Tools.

Depending on how you want to interact with users, you can change one of the two display types.

You can set the timing of your notifications by making them reappear at predefined intervals. Two prompt templates are available through the in-app targeting tool.

3) Quick Text

Quick Text was originally released by Salesforce as a component of the Service Offering Cloud, with a primary focus on improving customer service agent productivity. It was eventually placed in Sales Cloud.

Create a collection of pre-made messages to use in text fields where users can enter similar or identical information. Since Quick Text is already enabled, all the admin has to do is request some responses from the users.

You can compose canned messages or prepared responses using Quick Text to replace repetitive content. These pre-defined communication templates increase productivity by saving time.

Using this feature, users can select prepared scripted reports to populate records. The default Lightning platform enables this, among other Salesforce features.

4) Notification creator

Creating custom notifications in Salesforce app development is a challenging process as it previously required the use of Apex triggers. Administrators can now generate their targeted notifications using Salesforce’s functionality.

This method ensures where the notification will display by using Process Builder and configuring the notification type. By integrating notifications into an existing system, administrators can provide a more intuitive user experience.

A customizable Notification Builder allows you additional control over the notification experience for users in addition to a fully automated system.

5) Custom help menu

To customize the Help menu, Salesforce admins and users are constantly looking to Salesforce development tools. Enterprises couldn’t customize this menu on their end until now.

System administrators can now easily add navigational material to the “Customer Help Menu” all with the help of this Lightning upgrade.

By offering users access to content that is specific to their business, users can now easily customize the help menu.

To ensure content is appealing to users, make sure it’s up-to-date. Otherwise, it becomes similar to Salesforce’s built-in documentation capability.

Conclusion

With Salesforce, you have several tools to improve productivity and speed up business processes. Making your customer feel valued and keeping open communication is critical. Many of your customer relationship management concerns can be solved with Salesforce.

Salesforce app development done right can increase user productivity for your business. The main requirements to achieve this goal are effective communication and updating the platform. Administration can make changes and improve the user experience.

Learning to optimize Salesforce for your daily tasks takes time, just like learning to optimize any other product in the technology stack. Leveraging Salesforce’s features and functionality defined above can ensure productivity gains with little setup work, whether you’re an admin or a user. 

How can marketers manage the customer journey using Marketing Cloud? 

Based on customer requirements, Marketing Cloud integrates discrete interactions from each channel. To create smarter messages and interactions that adapt to and anticipate customer requirements, it combines customer data with real-time customer behavior. Each connection results in personalized one-to-one communication that move the customer along their journey.

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