Professionals working with large volumes of sales and support data find that the Salesforce CRM suite is a really cool tool which helps them to address all kinds of data maintenance issues and for sales, marketing and business development efforts. Salesforce offers a large number of standard features, which a normal manager mayn’t get the chance to use even once, in the course of their profession. Even seasoned Salesforce consultants find themselves learning new things about its features, which would prove to be of additional help to them. In this post, we want to discuss some of the hidden features of Salesforce which will change the way you function or even make you realize that you probably never needed that custom-developed bit, which you thought was a great improvement you added to its functioning.
Let’s discuss a few such features in Salesforce, which are good to know about:
AppExchange:
This feature allows you to post your app, use other fully developed apps as a platform to install apps and customize your Salesforce page. You can hire developers and consultants as and when you need them, which means you don’t have to hunt for them on different platforms ever again. This feature enables you to access the profiles of both individual developers and consultants, along with their contact information, so you can initiate a negotiation.
Auto-response Rules:
This powerful CRM feature allows you to set up client emails, using various formats and customized or pre-programmed email messages.
Branded email templates:
Use these templates to send out common information to multiple customers, using a mass mailing feature to save time on monotonous bulk typing of repetitive messages and avoiding any errors or bugs caused by the monotony
Chatter
This cool feature which allows you to participate in a discussion, or to start your own discussion, if you feel like it. You could use this feature on a daily basis or only when you need to. In either case, it is a highly enjoyable and useful feature. It avoids productivity loss, repeated emailing, waiting for internal feedback on a proposal, budget or even marketing campaign. Chatter can convert everything, especially for overworked sales and marketing team, even if they are managing a very large database or remote team.
Content delivery
Convey records to Salesforce contacts, by giving them a custom connection to content for download and other content conveyances as different, customized choices
Currency management
Salesforce offers powerful currency management features which allow you to allocate distinct default monetary forms to clients.
Dashboards
This really cool Salesforce feature allows you to sort and arrange any amount of data, exactly in the way you want it, viewing relevant data the way you want to, making sure that you won’t be spending too much time searching for it when you need it. Track a variety of data to represent and display sales figures, conversions, leads or anything else the way you want them, as horizontal bar diagrams, pie charts, funnel charts or any other form.
Divisions
Use this cool feature to segregate your data into logical modules which can be used to make reports or utilize as list views. When empowered by Salesforce, they can be used for associations with a lot of data and entangled announcing strategies.
Person Accounts
Salesforce need not necessarily work as a B2B model only. You can set up person accounts and use the individual records as a B2C model inside Salesforce.
Sales and account teams
If you occasionally want individuals from different teams to come together and work on a particular account or circumstance, this feature allows you to transcend your private sharing model to allow them to work together. You will be able to specify the level of access every individual has to a given record (only read or read/compose)
Salesforce on Mobile
For people on the move, Salesforce is available on their mobiles. Get data at your fingertips, and work without the need for a laptop.
Salesforce to Salesforce
Use this built in feature to share your CRM information with different organizations utilizing Salesforce. This requires no custom development and can be set up between two organization, when both use Salesforce.
Salesforce search box in Chrome:
You can save the Salesforce search box as a search engine in Chrome, by right clicking its search box and saving it as a search engine with extension .sf and get to search inside Salesforce from Chrome. You can set up similar search functions for the sandbox and email alerts in Salesforce.
Sync emails:
Save time on cutting and pasting, by just syncing all the data with your email and sending it out automatically, with this handy Salesforce feature. The feature supports Microsoft Outlook and also has solutions for Gmail and other third party email clients.
Territories
Use the territory administration information to support a record-sharing system, which allows you to allow access by business region.
Use filters on Lookup fields
This features helps you to reduce the available values in a given field. Use standard Lookup to decide who the Primary contact is for an account and use filters to further hone in on the data.
Make use of these and many other cool features in Salesforce to help your customer relationship management and data management are run smoothly and that your customer needs are met without much struggle. If you are looking for other, customized development, talk to us at Prime, a Gold Salesforce Partner.
