Did you know that Salesforce can actually help you drive sales? Many times sales teams are only using Salesforce as a glorified Rolodex when they could be leveraging so much more. Below are five ways you can improve your sales using Salesforce.
#1 Set Up Web-to-Lead
With just a few clicks, you can generate html code that can be embedded in your website. When a potential customer submits the form, a Lead is automatically created in Salesforce. If you have set up Lead Assignment Rules, your sales team can be instantly notified of the new Lead. The sooner you call leads, the more likely you are to win deals. You are also able to track and report on all incoming Leads, not just the ones your team enters in the system.
#2 Keep Track Of Your Sales Process
Do you have defined steps in your sales process? Do you know which steps get skipped or where your sales reps get stuck? By setting up sales stages and probabilities that match your process, you can create trending reports to see movement through your pipeline and coach individual reps when deals get stuck.
#3 Help Your Sales Manager Be “In The Know”
By leveraging reports and dashboards, your sales manager can quickly see where deals are in the pipeline, what has closed, and what is about to close. In addition, by setting up Big Deal Alerts, your sales manager can be notified of large opportunities when they reach critical stages. Instead of spending time asking reps what is in their pipeline, sales meetings can focus on moving deals to the next step, overcoming objections, and closing strategies.
#4 Better Coordination Across Teams
Ever had multiple sales reps call the same customer in the same week without any coordination? Would you even know? If you have been contacted by the same company several times, you know this does not increase your desire to buy from them. That is why it is important to make sure the right person is working each Lead.
Additionally, have you called on a customer only to find out they have an open issue with Customer Service? Check Salesforce first, then call. Your customers will be much more impressed if you ask if they are satisfied with how an issue is being handled instead of trying to pitch a new product/service.
#5 Keep Sales Moving With Automated Tasks
Have you ever lost a sale because you didn’t remember to follow up with a customer? Setup automated tasks to ensure timely follow up throughout the sales process. You can set up Tasks based on sales stage, time elapsed, opportunity type, etc. These tasks will help your reps manage their day and make sure they are talking to their customers on a regular basis and not letting deals fall through the cracks.
We Can Help
Salesforce can be a tool that not only manages your important contacts, but allows you to actively manage your sales process, drive sales, and ensure your sales reps are working efficiently. We can help you configure these features, as well as review your current business processes to identify ways you may be able to use Salesforce to drive more sales for your business. Contact us today to schedule a business process review.