Supercharge Productivity with these tips, followed by the Best Salesforce Consultancies

So you’re a Salesforce user, right? Can you say it is making you more productive? We’re pretty sure that if we took a survey of users right now, it’s likely that we’ll witness a huge difference in the answers. And after realizing the truth, you’re likely to go to the best Salesforce consultancies to get the needed help. 

Productivity is key to success in today’s fast-paced and highly competitive business environment. Whether you’re a sales representative or a business owner, finding ways to supercharge your productivity is essential to stay ahead of the competition. 

And when it comes to boosting productivity, Salesforce is an excellent tool in your arsenal. From streamlining workflows to automating tasks, Salesforce offers a variety of features and functionalities that can help you work smarter, not harder.

Tips by the Best Salesforce Consultancies to Enhance Productivity

Let’s dive in and discover how you can take your productivity to the next level with Salesforce!

1. Salesforce List Views

Salesforce List Views can boost productivity by allowing users to quickly and easily filter, sort, and display relevant records based on specific criteria. Users can save customized views and share them with others, reducing time spent on repetitive tasks and improving collaboration. Additionally, List Views provide an efficient way to mass update records and perform bulk actions, further increasing efficiency and productivity.

List Views allow users to filter records based on specific criteria, such as fields or values, and easily switch between filters. This saves time by reducing the need to search through records to find the ones you need manually.

2. Inline Editing

Inline Editing allows users to quickly and easily update fields directly within a list view without having to open individual records. This can significantly improve productivity and streamline data entry by reducing the number of clicks and page loads required to make updates.

The user’s profile or permission set controls the ability to use Inline Editing. Administrators can customize which fields are editable via Inline Editing for each user profile. Finding the right Salesforce consultancy services will help you access the feature better.

3. Reports and Dashboards to Analyze Metrics

Salesforce reports and dashboards are powerful tools for analyzing metrics and data in Salesforce. Using these features, users can gain valuable insights into their sales, marketing, and customer service processes and make informed decisions based on data.

Salesforce reports are customizable lists of records that can be filtered, sorted, and grouped based on specific criteria. Reports can be used to analyze data across various objects in Salesforce, such as opportunities, leads, or cases. Reports can also be saved and shared with other users or scheduled to run at specific times.

Salesforce dashboards are visual representations of data from reports designed to give users a quick and easy way to view key metrics and trends at a glance. Dashboards can display various charts, tables, and other visualizations and can be customized to show specific data sets, filters, or date ranges.

4. Pipeline Inspection

Pipeline inspection in Salesforce is a process of analyzing and evaluating the status and progress of a company’s sales opportunities, from initial lead qualification through to closing the deal. This process helps sales teams understand the health of their sales pipeline, identify areas for improvement, and take action to close more deals. With a trusted Salesforce consultation, you can find out what more Pipeline Inspection can do.

5. Einstein Search

Einstein Search is an intelligent search feature in Salesforce that uses artificial intelligence to provide users with more accurate and personalized search results. Einstein Search allows users to search for records and information across multiple objects in Salesforce and returns the most relevant results based on the user’s search behavior. You just need a trusted Salesforce consulting team to access it efficiently.

Here are some details on Einstein Search in Salesforce:

1. Personalization: Einstein Search uses machine learning algorithms to personalize search results based on the user’s search behavior and context. 
2. Multi-Object Search: Einstein Search allows users to search for records and information across multiple objects in Salesforce, including accounts, contacts, opportunities, and cases. This can save time and increase productivity by reducing the need to search for each object individually.
3. Natural Language Processing: Einstein Search supports natural language processing, meaning users can search for records using natural language queries.
4. Advanced Filtering: Einstein Search provides advanced filtering options, allowing users to filter search results based on multiple criteria, such as object type, record owner, or date range.

You can easily leverage all these features when you have the best Salesforce consultancies to help you out.

6. Utility Bar

The Utility Bar is a customizable toolbar that appears at the bottom of the Salesforce interface, providing users quick access to frequently used features and apps. It allows users to access information, perform actions, and switch between apps without leaving the current page they are on.

The Utility Bar is customizable, allowing users to add or remove apps and features to best suit their needs. With the right help from the best Salesforce consultants, users can also adjust the size and order of the items in the bar.

7. Favorites and Global Actions

Favorites and Global Actions are two related features in Salesforce that allow users to quickly access frequently used records and perform common actions across multiple objects.

Favorites allow users to mark records, reports, and dashboards as favorites, making it easy to access them in the future quickly. Users can access their favorites list from the Favorites tab on the home page.

Global Actions allows users to perform common actions across multiple objects, such as creating a new record or logging a call. Global Actions can be accessed from the Global Actions menu, located in the Salesforce navigation bar.

Take the Hand of the Best Salesforce Consultancies

Improving productivity is crucial for any business’s success, and Salesforce can play a significant role in doing so. Following the tips outlined in this blog, such as leveraging automation and streamlining workflows, you can supercharge your productivity and increase your bottom line. 

However, to truly maximize the benefits of Salesforce, working with a reputable Salesforce consultancy that can provide expert guidance and support for your business needs is crucial. Contact us to discover more such tips that could help to improve your productivity multifold.