Tips To Make The Most Out Of Salesforce CRM
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The document provides tips for maximizing the use of Salesforce CRM, including utilizing the tour feature, quick search bar, and setting up tracking alerts. It emphasizes automation in reports, managing user permissions, exploring the AppExchange, and customizing the logout page. These strategies aim to enhance user experience and streamline CRM functions.
Tips To Make The Most Out Of Salesforce CRM
- 1. Tips To Make The Most Out Of Salesforce CRM cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 2. Utilize Salesforce's Tour Feature Make Use Of The Quick Search Bar Set up tracking alerts and notifications Automate reports and send emails Top 8 Tips and Tricks cloud.analogy info@cloudanalogy.com +1(415)830-3899 Control permissions Take A Tour of Salesforce AppExchange Add Chrome extensions Customize the logout page
- 3. Utilize Salesforce's Tour Feature As a new user, it's good to use the Salesforce tour feature that help you explore the main functions of the CRM system. What you can expect: ❖ How to manage your pipeline ❖ How to view and edit opportunity profiles ❖ How to track sales ❖ How to customize your sales process. cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 4. Make Use Of The Quick Search Bar If you wants to locate the page you’re looking for is, you can use the Quick Search Bar in the top-left corner of the page. cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 5. Set Up Tracking Alerts And Notifications cloud.analogy info@cloudanalogy.com +1(415)830-3899 By setting up automatic email alerts, you can keep everyone on your team in the loop when there are changes to your process, or set a reminder to follow up with a contact. Step to follow: Setup screen>> Select/Search for Email Alerts>>Select from email templates>>set up the recipients for the automated email alert.
- 6. Automate Reports And Send Emails cloud.analogy info@cloudanalogy.com +1(415)830-3899 You have the ability to create automated reports such as weekly or monthly meetings. Steps: Report Tab>> Create reports on lead, opportunities, revenue, etc.>>Run Report>>select Schedule Future Runs>> Choose the frequency>> choose the email recipient.
- 7. Control Permissions cloud.analogy info@cloudanalogy.com +1(415)830-3899 Salesforce allows you to set permissions for individual users. Steps to follow: Setup>> Go to Permission Sets>> Create limitations for users
- 8. Take A Tour of Salesforce AppExchange cloud.analogy info@cloudanalogy.com +1(415)830-3899 Salesforce AppExchange is the leading enterprise cloud marketplace. Salesforce has a broad ecosystem of more than 3,000 AppExchange applications for you to extend and leverage your use of CRM.
- 9. Add Chrome Extensions cloud.analogy info@cloudanalogy.com +1(415)830-3899 Using Salesforce with Google Chrome with many browser extensions make things more convenient for you and your users within the Chrome extensions page. The Salesforce Lightning extension for Gmail empowers you to view activity from Salesforce within the email page that allows you to see new developments with context from emails.
- 10. Customize The Logout Page cloud.analogy info@cloudanalogy.com +1(415)830-3899 Salesforce allows you to designate a landing page you want users to land on when they log out of their Salesforce interface. Setup>>Session Settings>> Paste the URL for the users in Logout Page Settings