• Zack Martin

How Salesforce Can Help You Stay Ahead of the Automation Curve




The COVID-19 pandemic has changed the way we work in a lot of ways, and one of those changes is the increased adoption of automation technologies. With so many people working remotely, it's become more important than ever to have systems in place that can help manage tasks and keep everyone on track and accountable. It's no secret there is less face-to-face time between managers and their teams today, so companies are turning to intelligent automation to bridge the gap. That's where Salesforce comes in. Salesforce is a cloud-based CRM (customer relationship management) platform that can help you automate many of the tasks associated with sales, marketing, operations, and customer service. In this blog post, we'll take a look at how Salesforce can help you stay ahead of the automation curve.


Salesforce Features That Can Help You Automate Your Workflow


Salesforce provides a number of features that can help you automate your workflow, including:

Lead capture and assignment:

Automatically capture leads from your website or other sources and assign them to the appropriate sales rep. Organizations can even create lead assignment rules to evenly distribute leads or to ensure they go to the most qualified representative for follow-up.


Task management:

Keep track of all your tasks in one place and get reminders when they're due. Users can also benefit by automating follow-up, creating alerts when tasks are approaching their due date or notifying management when tasks fall behind their expected due date.


Opportunity management:

Track opportunities through every stage of the sales process, from initial contact to closing the deal. Create automation solutions that empower reps to follow best practices to keep deals from stalling. Automate pipeline reporting for leadership by subscribing them to important deal updates and changes to Probability, Close Date, and Amount data.


Reporting and analytics:

Get real-time insights into your sales pipeline and performance with customizable reports and dashboards. Salesforce makes it incredibly easy for every employee to know exactly how they are performing and what to focus on next. Additionally, you can set up proactive alerts to correct issues before they occur by using report subscriptions, validation rules, flows, and "red flag" themed dashboards and reports.


Salesforce Flows:

Salesforce Flows are a powerful way to automate important processes in your business. They allow you to create custom workflows that can be triggered by specific events, such as when a customer is added to your contact list or when an opportunity reaches a certain stage in the sales process. The sky is the limit with Flows! This automation tool can save businesses time and money by automating routine tasks and ensuring that critical processes are carried out with flawless consistency.

If you're looking for a way to streamline your workflow and stay ahead of the automation curve, Salesforce is worth considering. With its robust feature set and user-friendly interface, Salesforce can help you get a handle on your sales, marketing, and service processes. Contact us today to learn more about how we can help you get started with Salesforce.

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