Six tips for better collaboration in Salesforce

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Six tips for better collaboration in Salesforce

Posted by: Brendan Keating
Category: Learning Centre

Salesforce is an all-in-one platform that combines sales, service, marketing. It provides a singular view of customer information, enabling teams to collaborate to build stronger customer relationships.

Having a single view of customers is a great starting point. However, effective collaboration in Salesforce requires teams to clearly understand each other’s processes, targets, procedures, and goals. By aligning their work in this way, teams can maximise the benefits of Salesforce and achieve their shared objectives.

In this blog, we share our practical tips that teams can use to collaborate better when using Salesforce:

1.Choose Champions & Connectors  

In his book “The Tipping Point,” Malcolm Gladwell describes connectors as people who connect us with the world. It’s likely you already have a connector on your team, that individual who knows everyone, but if not, offer your team the opportunity to become connectors. The role of a connector is to work as a: 

  • Liaison:  with and be a point of contact for their aligned team 
  • Reporter:  Providing  bulleted point updates to their home team on aligned teams programs, progress and goals 
  • Advocate:  for and promote home team programs

Overall, having a connector on your team can be a valuable asset, helping to bridge gaps and promote collaboration between teams. By embracing the role of a connector, team members can work together more effectively, build stronger relationships, and achieve greater success in achieving their shared goals.

2.Create space to connect. 

Organizations of all sizes can suffer from what we call “resource fatigue”; an abundance of resources (both internal and external), conversations, and discussions. To avoid this, create a dedicated space where people can quickly find the right resources, updated information, and answers to FAQs. 

This can be achieved through Slack or Salesforce Groups, which provide easy access to information, tools, and resources that employees need to do their jobs. Regular updates are also critical to keeping the space relevant and useful. Set up a posting schedule to ensure that the content is updated often, and that employees know about new additions and changes.

3.Define roles and responsibilities. 

As organisations grow, it becomes harder and harder to get to know, let alone meet, everyone. Utilising Salesforce features like up-to-date user profiles and Account and Opportunity Teams can help teams understand one another’s roles and responsibilities. Knowing the right person to speak to drives efficient and effective collaboration in Salesforce. 

4.Set up custom views

Salesforce’s custom list views can be a powerful tool for creating personalised views of data. By customising views, users can filter, sort, and organise data in a way that makes the most sense for their specific needs and workflows.

For example, 

  • A sales team could create a shared “Renewals Opportunity” list view with success and renewal teams. This will empower both team to prioritise outreach and collaborate on upcoming renewals. 
  • A marketing team might create a shared “Industry Campaign” list view with pre-sales teams. This view could include fields such as campaign name, start and end date, campaign type and target audience.  

Custom views are a powerful tool for customising the way data is presented in Salesforce, making it easier for individuals and teams to stay organized, collaborate more effectively, and achieve their goals

5.Track progress with dashboards. 

Use Salesforce’s dashboards to track progress and share information with team members. Dashboards visually represent data and help team members quickly identify areas needing attention. Custom dashboards can display key metrics and relevant trends for each team member.

6.Provide training and support.

Provide training and support to team members to help them get the most out of Salesforce. This can include online training, in-person training, or access to a Salesforce administrator or expert.

 

In conclusion, by following these practical tips, teams can collaborate more effectively when using Salesforce. Identifying connectors and creating dedicated spaces to connect are great starting points. 

If you’d like to learn more about how to drive collaboration in Salesforce why not speak with one of our Salesforce experts