Are you using Salesforce, but feel it’s not telling you anything useful?
Well if you’ve answered yes, then you are in the right place. We have created a re-cap from our Salesforce twitter chat regarding just that. Get great solution ideas to common issues and learn how to get the most out of your data!
How important is user adoption for Salesforce?
User adoption is the most important asset you have. Not only the best way to get data, but this helps in calculating ROI. The more users entering data into Salesforce, the more data you have to report and analyze business trends.
See 6 Best Practices for User Adoption: http://bit.ly/2srFRsi
How do you maintain the integrity of your data?
Step 1: Profile your data
Step 2: Control your data
Step 3: Integrate your data
Step 4: Augment your data
Step 5: Monitor your data
Step 6: Assign ownership, train users, & commit to a data-quality process.
Follow these practices & data will be perfect!
Check out Best Managing Data Quality in Salesforce: http://bit.ly/2tPnafZ
Do you use controls on profiles (CRUD) or create validation rules? How successful is this?
I think validation rules are great since it stops the user from continuing until all data is entered. I also like searching before another record is created to avoid duplication.
Access our Whitepaper on Managing Data Quality in Salesforce: http://bit.ly/2tPnafZ
One way to avoid data duplication is integrating Salesforce with your ERP. Do you integrate your solutions, why or why not?
There are numerous integration tools. Use your ERP as the master controlling data in Salesforce eliminating duplication. Blytheco can assist your organization with integrating Salesforce & ERP. Contact us at email@example.com.
Link to AppExchange to find your ERP integration tool. https://appexchange.salesforce.com/category/erp.
Should you use classic Salesforce or Salesforce Lightning?
Salesforce Lightning has great features to eliminate “fat fingers” such as the Kanban screens.Drag & Drop in a flash! Path feature in lightning allows reps to gather needed info & guide them to their next step, eliminating useless info.
Check out our Comparison Guide for Salesforce Lightning & Salesforce Classic http://sforce.co/2sidvSx.
What else should you know before adopting Salesforce?
Look at our Pros and Cons of hiring a full-time Salesforce Admin vs. a Consultant. http://bit.ly/2tlN3XX
Meet Christa Krompolcas, our Salesforce guru
She is not only a Salesforce guru but also a Salesforce Admin.
Connect directly with her at: https://www.linkedin.com/in/christakrompolcas
Or send your Salesforce questions in advance to Salesforce@Blytheco.com.