Salesforce is one of the biggest contenders on the market for massive, immersive CRM services and applications. While its utility is inarguable, it’s complexity as a system contributes to a troubling question many businesses using its infrastructure ask themselves: “How can we improve Salesforce productivity?” With all the potential it brings, how can you further utilize its CRM to benefit your company?
The problem, more often than not, lies in its complexity. Salesforce is a dense, heavy program, and making use of its raw functionality is challenging, to say the least. However, with the use of HeyBuddy, you can effectively centralize and simplify the overwhelming presence of a monolithic service. HeyBuddy makes content friendly, enhancing CRM software by making it accessible to the average sales representative.
Tips for Getting the Most Out of Salesforce with HeyBuddy
Syncing a mobile content sharing and presentation app like HeyBuddy helps make the vast amounts of utility a CRM possesses accessible, cutting through the layers to reach data buried beneath an ocean of dense code. We want to help you maximize the effectiveness of Salesforce, generating productivity while making the overall workload easier on your employees.
Utilize Sales Tools
The top benefit of HeyBuddy is its access to sales tools that smooth out the process leading up to pitching your product to a buyer. These tools range from the real-time accessibility HeyBuddy has to the CRM database once linked to the collaboration capabilities it establishes between the sales team within the company. A few notable tools include:
- Mobile app utility
- Access to up-to-date data, analytics, reports, and information
- Direct messaging
- Linked file sharing
- Cross-share data exchange
- Automated lead generation
- AI-assisted search criteria
The more readily these tools are incorporated into the sales process by pairing Salesforce with HeyBuddy, the more value they’ll generate. Close to 70% of data within your average CRM is unused without the application of solution software. Every tool your team members have under their belt means greater potential yielded from your CRM.
Schedule Daily Goals
Maintaining direction, focus, and clearly established goals helps ensure your teams manage their time effectively to meet deadlines. A sense of direction helps create motivation within your workforce, creating purpose and a sense of accomplishment at the end of the workday once they’ve clocked out. Overcoming barriers to success, even minor ones, brings out resourcefulness and innovation, enhancing productivity.
Communicate Constantly with Your Team
Communication and collaboration are the tenets of a premium sales team. Ensuring your team members are staying in contact with each other, lobbying expertise, insights, and suggestions, helps incentivize the value of Salesforce. As the prime database for all your information, the more your team members consult each other, the more they’ll include Salesforce utility as the onus of their efforts.
HeyBuddy Essential for Maximizing Productivity
As you might guess, answering “How to improve Salesforce productivity,” boils down to ensuring its finest qualities are accessible and applicable by your team members. HeyBuddy bridges the gap between the complexity of the CRM framework and the actionable data beneath its surface. Only by giving your sales representatives the means to fully implement this information can they tangibly affect the productivity Salesforce provides.
If you’re interested in utilizing our services, call us at 610-898-1330 or visit our website to learn more.