3 Tips to make the most out of Salesforce

Ignyto > News > 3 Tips to make the most out of Salesforce

3 Tips to make the most out of Salesforce

Posted by: Tom
Category: News
3 Tips to make the most out of Salesforce - Ignyto

If you have invested in Salesforce integration, then you have access to a very powerful and effective business tool. However, like any tool, it’s how you’re able to use it that will really generate positive outcomes for your business. If you’re keen to make the most of Salesforce integration – and all its features – for your business, these are our tips on how to do it.

  1. Keep track of new releases. Salesforce is constantly innovating, improving what it offers and providing new ways for Salesforce integration to better serve its customers. On average, that tends to result in a platform update every business quarter. Given the frequency with which Salesforce does this, staying on top of the latest upgrades is a vital part of making the most of the investment you’ve made in this powerful software. Your business might be seeking a solution to a specific problem that is right under your nose, as it’s been introduced in the latest upgrade. So, ensure that you’re staying current with all the latest training materials and that you know what has most recently been introduced in terms of products and releases.
  2. Focus on what you can do with Salesforce integration. One of the reasons that Salesforce is so popular is because of the versatility it provides in terms of integration – and the fact that it is one of the most business-ready CRMs out there. This isn’t a system that you have to struggle with when it comes to bending it to the shape of your business, as it has been designed to be simple to customise and adopt. Salesforce integration is one of the major selling points of the software – and this continues with acquisitions like MuleSoft, which are going to make SaaS integrations even more straightforward. While Salesforce has many impressive features that have made it a prominent choice as a CRM for organisations worldwide, it’s often Salesforce integration that makes it stand out from the competition. This ability to integrate – to connect to third-party APIs, use other front ends, sync data etc – is something that every organisation needs to focus on to really make the most out of Salesforce.
  3. Learn how to customise in Salesforce. Almost every element of Salesforce can be customised, which means it can work in a way that is specifically suited to your organisation. As well as being able to customise every feature of Salesforce, there are also options when it comes to how you customise, which means that admins and developers have huge power to shape Salesforce into an incredibly supportive and individual business tool. If you don’t have a technical background, no problem – the Lightning Experience means that you can customise your interface yourself without the need to understand how to use code.

There are lots of ways to make the most out of Salesforce, as this software is incredibly powerful and designed to be customised for the specific needs of an individual business. Working with a Salesforce partner can make Salesforce integration – and accessing all the benefits of the CRM – a much simpler and more effective process.