If you’ve been running a Salesforce environment in your company for a number of years, then there’s every chance that you’ve run into some of the issues that can arise in CRM systems. Whether it’s hundreds of custom fields that nobody quite knows how to use properly or three different ways of accomplishing the same task, it’s likely that there are a few things that need ironing out in your system.
In this article, we’ll examine a few systems and processes that you can put into place if your Salesforce deployment needs greater control in order to iron out your system and resolve these issues. Even if you don’t have any of these problems, it’s well worth putting a proper system in place to avoid bugs popping up as your company evolves and grows.
Put someone in charge
It might seem obvious but it’s important that one person – or failing that, one coherent group of people – is in charge of your system and has to sign off on any major changes. One of the reasons that Salesforce implementations tend to get out of control is that multiple people are able to make decisions without speaking to each other or considering how something that might be useful to them will impact on other areas of the business.
Having a steering committee or person puts an end to this crisis and means that things will be thought through before they’re implemented. This may mean that it takes slightly longer to roll out projects but it will almost certainly save time and frustration in the long-run.
Review what Salesforce does regularly
If you bought a basic Salesforce implementation many years ago and have never changed the way that you use it, then it’s quite likely that you’re missing out on a lot of new functionality that could help streamline your business. Whether it’s Lightening Experience or a new module that’s perfect for you, there’s bound to be a change that you could make that will improve the way that you work and save everyone in your business time.
Hopefully, we’ve given you a few ideas on how you can improve the way you use Salesforce. Keep your processes under constant review and you’ll face a lot less stress in the long-run. Contact us at CRM Care today for more advice and tips.
At CRM Care, we offer Salesforce support to help you get the most out of this powerful tool.If you want to find out more about tailoring Salesforce, get in touch with CRM CARE today or email. Check out our other blogs or Salesforce Blogs for more.