4 ways Salesforce can increase the productivity of your sales team

In the world of sales, more is mandatory. More leads, more follow-ups, more contacts, more money, more sales. Companies depend on their sales teams to build their foundation and foster future growth, and whenever the team hits a given benchmark, there’s always another, larger goal waiting in the wings.

Attaining that goal — and the one that is surely in line to follow behind it — requires more than just hard work. It requires you to meet the “mores” of the sales world with less. Less wasted time, less frivolous pursuits and less missed opportunities.

Salesforce can help your sales team limit the less so you can maximize the more. Here’s how.

* Automate when possible. Create account based marketing strategies to help structure your sales team to be more efficient. Salesforce allows helps by tracking all outbound communication to free up time to make additional contacts. Other apps can extend this further by notifying you of engaged emails such as Cirrus Insight and Pardot. Also, consider migrating to the new Salesforce Lightning Experience.

* Manage your pipeline. The pipeline is the lifeblood for any sales professional, and Salesforce makes it easy for sales teams to view their individual pipelines easily and comprehensively. Check all ongoing contacts at once with up-to-the-minute status recordings for a clear, efficient view of which customers need to be targeted next and in what way.

* Manage your contacts. In the age of more, sales people are tasked with interacting with numerous contacts every single day and over the days, weeks and months of the sales process, it can be difficult for even the most veteran agents to keep track of every interaction. Salesforce can help by providing a single source of truth for all contact notes so that sales team members can easily pull up a contact’s account to refresh their memory of what was discussed last time. This ensures they don’t waste a moment catching up and their contacts feel attended to and important.

* Simplified contract management. There are a lot of moving pieces in a contract, and understanding them all can be tough — particularly for team members who were not involved in the initial sales process but will execute the contract through operations. Salesforce’s in-house database provides that single source of truth all team members can pull from so everyone can understand the exact specifics of the contract and find the unique focal points they need in a helpful, simple fashion. This database is also invaluable to your sales team because it allows them to pull existing contracts with ease at renewal time so they can see what the scope of the previous agreement was and look for opportunities to grow revenue and your business in the next agreement.

These are just four ways in which Salesforce can help your sales team optimize its sales process. You can learn more at Salesforce.com, and if you already have Salesforce and you’re not getting all the benefits from it that you deserve, we can help. Contact us today to learn how you can do more with Salesforce.

With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.

Published On: February 2, 2018

About the Author: Redpath Team

Our team at Redpath is a unique group of talented professionals who are passionate about leveraging Salesforce to help businesses simplify, accelerate, and transform what’s possible for their future.