Salesforce is a huge platform with a massive amount of tools, features, and add-ons. Because of this, people often get a little overwhelmed and stick to a very limited toolset. However, this also means they are not getting all of the benefits that they could be. If this sounds like you, it’s time to change! At CRM Care, we’re big believers in continuous skill development, so each week, try experimenting with one of these four features and see how they work for you.
Tags are keywords you add to your records in order to group them. You can tag them in any way you wish, perhaps by region, a particular approach you took with them, demographics — anything. You can also make your tags public, so you can share them with the rest of your team. Just go to “Setup,” “App Setup,” “Customize,” “Tags,” and then “Tag Settings.”
In an age where data-driven decisions are crucial, you’re missing out if you’re not using the user feedback tools on the Salesforce App Exchange. For example, you can use social monitoring tools to track comments on your brand on social media. You can also collect feedback the old-fashioned way — by asking people. There are several surveys you can deploy from the AppExchange.
Salesforce can integrate seamlessly with email programs like Outlook. After integration, you can sync email contacts from both platforms, automatically track and log communications from both sources, and create your own email templates. If you don’t already have this set up on your system, do it now, or speak to your Salesforce admin about it.
Did you know that artificial intelligence (AI) has come to Salesforce? Well it has, through “Salesforce Einstein.” It uses advanced AI techniques like machine learning, natural language processing and predictive analytics to provide insights and give recommendations for next actions. The more data it has access to, the more accurate its recommendations will be — and it learns, getting smarter over time. AI is already permeating modern life, and now it has come to CRM. If you don’t get on the train, your competitors will be leaving you on the platform.